Asset Management - Program Management - Client Services

You are a strategic thinker passionate about driving solutions in Client Service Transformation, Operating Model Design, and Onboarding Process Excellence. You have found the right team.

As a Client Service Business Analyst within our Project RIO(Re-engineering investment operations), you will spend each day defining, refining and delivering set goals for our firm.

Job responsibilities 

• Review existing client service processes and operating models; identify efficiency opportunities and present recommendations to senior management.
• Partner with global/regional stakeholders to support multi-year client service transformation initiatives and platform/process change.
• Coordinate migration of regional client service accounts to CIB, assessing impacts, challenges, and opportunities across teams.
• Build and document end-to-end procedures and process maps for onboarding across all Lines of Business.
• Develop scalable end-to-end operating models that enable consistent delivery and controls across regions.
• Establish and manage stakeholder governance cadence (forums/working groups/steercos), ensuring clear actions, owners, and timelines.
• Draft and distribute periodic project status updates, risks, dependencies, and decisions to impacted stakeholders.
• Take end-to-end ownership of issues and escalations; drive resolution, root-cause analysis, and closure.
• Proactively identify risk and control gaps in current processes and partner with stakeholders to mitigate.
• Maintain project management tools, plans, and artifacts to track milestones and implementation progress.

• Review implementation effectiveness and continuously improve ways of working through standardization and best practices.

   

Required qualifications, capabilities and skills: 

• Strong experience as a Business Analyst (or similar) in client service, onboarding, or operating model/process transformation.
• Demonstrated ability to understand and document end-to-end onboarding processes across multiple stakeholders and teams.
• Strong financial product knowledge across Equity, Fixed Income, FX, Derivatives, and Funds.
• Working understanding of investment operations domains (e.g., Investment/Fund Accounting, Transfer Agency, Collateral, Custody).
• Excellent verbal and written communication skills; ability to influence and build relationships with senior stakeholders and clients.
• Strong meeting management skills (agenda setting, facilitation, minutes, action tracking, follow-ups).
• Proven issue ownership mindset with structured escalation and problem-solving capability.
• Detail-oriented with ability to work with large datasets and produce clear analysis.
• Strong time management and ability to deliver in a demanding/time-sensitive environment.
• Advanced MS Office skills, especially Excel (analysis, reconciliation, trackers, reporting).
• Strong interpersonal skills; comfortable working with a wide audience and varying levels of seniority.

Preferred qualifications, capabilities and skills 

• Prior experience in Asset Management, Investment Banking, or Wealth Management operations/servicing.
• Familiarity with tools such as JIRA, Confluence, and Visio to track milestones and document procedures.
• Experience supporting large migrations, operating model rollouts, or middle office/investment platform changes.
• Exposure to automation and analytics tools such as Alteryx, Python, and LLM-enabled solutions.
• Demonstrated track record of implementing process improvements and measurable efficiency gains.
• Experience working in global operating models and driving standardization/best practices across regions.
• Strong risk and control mindset, including identification and mitigation of process/control gaps.