Business Analyst, Fund Administration

Collaborate with business units to understand and document requirements, challenges, and opportunities.

Analyze complex fund administration processes to identify areas for improvement and recommend actionable solutions.

Develop detailed business requirement documents (BRDs), functional specifications, and workflows.

Lead functional and regression testing to ensure system readiness and operational resilience.

Serve as a liaison between Fund Administration, IT, Operations, and external stakeholders.

Communicate effectively with management, providing updates on project progress and addressing concerns.

Develop and refine reporting frameworks for accurate and timely reporting and operational metrics.

Utilize data-driven insights to recommend process enhancements and performance improvements.

Ensure all proposed solutions and processes comply with regulatory requirements and industry standards.

Identify and mitigate risks associated with fund administration and client operations.

Post-secondary education with an accounting/finance or equivalent.

Minimum 5+ years of experience in fund administration, client operations, or a related field.

Proven experience as a business analyst or in a similar role working on projects.

Strong knowledge of operational systems and workflows.

Excellent interpersonal and networking skills with a proven track record of delivering results.

Good communication skills with proven organizational and time management skills.

Good innovation and change management orientation.

Good business acumen and profit orientation.

Risk management and mitigation focus.

Nice-to-have: Accounting designation (CPA, CA, CMA, CGA); Other designations (CFA).

Nice-to-have: Up to date knowledge of the securities markets and Investment regulations.

Post-secondary education with an accounting/finance or equivalent