Senior Business Integration Anlayst
Job ID: BH389005
Category: Business Analyst
- The Business Integration team ensures that the company successfully integrates and on-boards new clients, products or services as part of provider transitions or selections. The Senior Business Integration Analyst acts as the project director for client on-boarding, product, or service engagements. S/he is the pivot point between company clients, company sub custodians and company internal Service Delivery community for these events. The Senior Business Integration Analyst works closely with Client Service Managers, and Managers throughout the Service Delivery Community to ensure a seamless integration by acting as a project “quarterback” for transitions and launches.
- Project Management: over 50% of role. – Manage the various phases of a conversion event, which includes documenting and maintaining a detailed project plan (and other associated project artifacts, e.g., agendas, minutes, workflow diagrams, etc.) for all areas impacted and the client- Own and maintain project plan across all necessary work streams and business areas (e.g., fund accounting, custody, fund administration, transfer agency, reporting, technology, legal, etc.)- Provide ongoing support to the project steering committee by tracking and resolving issues throughout the life of a project- Drive and oversee an effective project governance process- Chair effective project meetings (e.g., stakeholder meetings, client discussions, third party workshops, steering committees, etc.)- Manage client / third party queries and track/resolve issues in conjunction with company teams
- Analysis: 20% to 35%.- Participate in internal and external sub custodian workshops/meetings to gather, understand, and document project goals, workflows, business needs, gaps, and opportunities- Conduct business analysis efforts for projects and initiatives; accurately communicate the business need and potential solution in terms that team members can understand and drive the Project Team to reach decisions- Recognize patterns in complex information across multiple service areas and identify key issues- Remain cognizant of potential capability challenges (servicing, technology, general readiness) exposed by the new and different and escalate to project sponsors- Assist with the development and documentation of proposed solutions to fill gaps where relevant
- Client Servicing: 20% to 35%- Coordinate and work effectively with colleagues across the Service Delivery and RE Pillars; leverage influence across business areas and project team members to drive toward a common goal- Act as primary interface with third party contacts from existing service provider(s)- Coordinate operational (and client as applicable) requirements and timeframes with Fund Accounting, Custody and TA Conversion Teams- Act as the primary client contact during the conversion event
The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.