Senior Business Analyst Trust & Custody

Overview

This role supports the U.S. Retirement business within the Global Wealth and Asset Management segment. The Business Analyst – Trust Custody and Unitization helps shape a trust operations ecosystem, including complementary people, process, and technology capabilities, as systems integrate with a third-party sub-custodian.

Responsibilities

• Process Design and Improvement:
  • Design and strengthen the operating model for cash reconciliation and transitional processes.
  • Embed rigorous controls, clear ownership, escalation paths, and sustainable procedures to minimize operational risk and ensure effective execution.
• Training and Procedures:
  • Serve as a subject matter expert (SME) for trust operations.
  • Establish training collateral and procedure documentation.
  • Partner with the learning and development team to deliver training.
• Risk Management:
  • Analyze operational processes to identify potential risks.
  • Develop strategies to mitigate risks and ensure business continuity.
• Performance Measurement:
  • Define and monitor KPIs to evaluate operational efficiency and vendor oversight.
  • Continuously optimize processes to improve efficiency and effectiveness.
• Projects:
  • Lead trust operations projects and assist in developing detailed project plans.
• Reporting:
  • Prepare and present regular updates and status reports to management and partners.
• Other Duties:
  • Perform other duties as assigned.

Requirements

• Requirements Gathering & Analysis: Elicit and document business and technical requirements for the team’s platforms and systems.
• Strategic Alignment: Ensure technology solutions align with business objectives, working with product management and technology teams.

Required Qualifications

• Proven expertise in FIS OMNI (OmniTrade, OmniDC, OmniScript)
• SQL, Excel, and PowerBI tools
• Solid understanding of mutual fund operations and/or retirement and/or transfer agent record keeping
• Strong reconciliation skills, including cash and securities
• Excellent communication and facilitation skills; able to influence diverse teams and translate technical information into business value
• Ability to think strategically, assess alternatives for short- and long-term impacts, and act decisively
• Strong influencing skills with ability to make sound recommendations

Compensation & Benefits

• Salary range (expected): $92,475.00 USD - $160,290.00 USD
• Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance
• Actual salary may vary based on local market conditions, geography, and job-related factors including knowledge, skills, qualifications, experience, and education/training
• Eligible employees may participate in customizable benefits including:
  • Health, dental, mental health, vision
  • Short- and long-term disability
  • Life and AD&D insurance coverage
  • Adoption/surrogacy and wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans (including pension/401(k) and a global share ownership plan with employer matching contributions)
  • Financial education and counseling resources
  • Paid time off in the U.S.: up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
  • Full range of statutory leaves of absence

Location

• USA, Massachusetts
• Full Time Remote

Working Arrangement

• Remote

Additional Information

• The role being advertised is an existing vacancy.