BPA Consultant, Transformation

Overview

Support Transfer Agency transformation and operational delivery by analysing business needs, documenting requirements, supporting critical applications and contributing to controlled, scalable solutions, with focus on investor onboarding, AML/KYC and core Transfer Agency platforms.

What you'll do

• Support discovery, requirements elicitation, analysis, validation and documentation across business, technology and control stakeholders, and translate problem statements into business requirements, user stories, acceptance criteria and traceability outputs.
• Assess current-state processes, data flows, hand-offs and controls, identify gaps and define future-state requirements for investor onboarding, AML/KYC, static data, documentation, reporting and related Transfer Agency services.
• Contribute to the definition, validation and implementation of target operating models, including roles, capabilities, governance, process ownership, technology enablement, controls, service delivery and organisational impacts.
• Work with project managers, product owners, operations, technology, risk, compliance and vendors to support analysis through scoping, design, detailed requirements, implementation readiness and post-implementation review.
• Develop test strategies, scenarios and plans; execute or coordinate system, regression and user-acceptance testing for Fenergo, ICON, Multifonds and other Transfer Agency applications; analyse results, manage defects and confirm acceptance criteria.
• Participate in and, where appropriate, facilitate workshops and working sessions; clarify assumptions, resolve requirements questions and support alignment across regional and cross-functional teams.
• Identify operational, data, control and regulatory considerations, assess jurisdiction-specific requirements and ensure they are documented and reflected in solution design and delivery.
• Prepare process maps, data mappings, governance materials, training content and implementation artefacts; contribute to improvements in analysis standards, templates, controls and ways of working.
• Support transformation initiatives and adoption of new processes and systems, working with regional functional managers on communication and smooth implementation.

What you'll need

• Relevant business analysis, change delivery or application-support experience within funds, asset servicing, Transfer Agency, investor onboarding, AML/KYC or financial-services operations; typically 5–7 years of relevant experience.
• Strong knowledge of Transfer Agency operating models, controls, service delivery and applications.
• Proven capability in requirements management, process mapping, data analysis, test planning, UAT, defect management and implementation readiness.
• Strong analytical and problem-solving skills, with the ability to work through ambiguity, manage priorities and deliver to agreed timelines.
• Self-driven and accountable, with the initiative to work independently and take ownership from problem identification through delivery.
• Ability to connect end-to-end business processes, data, systems, controls and customer outcomes, identifying upstream and downstream dependencies.
• Strong stakeholder-management, workshop-facilitation, communication and presentation skills, including translating between technical and non-technical audiences.
• Demonstrated ownership, sound judgement and the ability to influence cross-regional teams without direct authority.
• Proficiency in Microsoft Office is essential.
• Bachelor's degree, or equivalent professional experience.

Nice to have

• Experience with Multifonds, ICON or comparable platforms is highly desirable.
• Experience with Visio, Power BI, SharePoint, Aha!, Azure DevOps, Jira or Confluence is beneficial.

Details

• Location: Bangalore, India.
• Eligibility for internal partners: 24 months as a Technical Coordinator/Associate Consultant to move as a Consultant; movement within TL and Consultant Level after 12 months.