
Associate Director, Business Analyst (12 Months)
- Hong Kong
- Permanent
- Full-time
- Gather and document business requirements related to fund and custodial operations, connected processes, reporting, and control.
- Assess the impact of the investment operation and custodial change on existing processes, systems, and operational workflows.
- Define and validate new business processes, ensuring alignment with regulatory, internal control and operational best practices.
- Work closely with internal stakeholders, IT teams and vendors to support system changes, integrations, and data migration activities.
- Develop and execute UAT (User Acceptance Testing) plans with proper documentation, ensuring smooth operational readiness.
- Lead data migration process and partner with IT to ensure the accuracy and completeness as well as conduct data reconciliation to verify successful data transfers.
- Act as the primary liaison between internal teams (Front Office, Operations, Compliance, Technology, Product, Risk, Finance, Client Services, Platform Management, etc) and vendors.
- Ensure all regulatory and contractual requirements.
- Manage vendor relationships, ensuring SLAs, service standards, and operational requirements are met.
- Support the negotiation and finalization of custodial agreements.
- Work closely with Compliance and Legal teams to ensure all due diligence and reporting requirements are fulfilled throughout the process
- Identify opportunities to enhance data migration processes and recommend best practices to optimize efficiency and reduce risk.
- Document data migration procedures and create user guides for post-migration support.
- Bachelor’s degree in Finance, Business Administration, or a related field,
- Minimum 5 years of experience as a Business Analyst within asset management, investment management and financial service industry.
- Strong knowledge of investment operation, custodian & security services, fund structures, investor services, and regulatory requirements.
- Strong understanding of various fund types, including Luxembourg Funds (UCITS), Cayman Island Funds, Pension Funds and Fund of Funds.
- Experience in managing large-scale operational migrations.
- Excellent stakeholder management skills, with the ability to work with cross-functional teams, external vendors, and regulators.
- Strong analytical and problem-solving skills, with experience in process mapping and change management.
- Familiarity with custodial systems, investor servicing platforms, and data migration methodologies.
- Hands-on experience in business requirements gathering, UAT, and post-migration support.
- Strong business analyst skills, ideally with experience using Agile, Waterfall, or hybrid methodologies.
- Fluent in English, and Cantonese preferred (not essential) with excellent verbal and written communication skills.