Transfer Agency (TA) is a core service provided to funds by BNP Paribas Securities Services (BP2S) Investment Funds Services Operations (IFSO).  The BP2S IFSO TA comprises in the region of 400 experienced professionals across 14 locations with its main International Operations Centre (IOC) located in Warsaw.  It is a diverse domain offering both cross border and local distribution services across three main platforms.  Core operations activities include order processing (receiving and sending orders), share register maintenance, investor services, investor AML, reporting, cash processing and trailer fee calculations.

The Global TA team is organized across Change & Transformation, Business Management, Process Management & Operational efficiency and PMO office. In close coordination  with Client lines, IT teams and location TA management we are embarking on a new strategic investment programme addressing both strategic and critical needs across exciting topics including ETF, DLT, digital reporting amongst others.

Business Change Management (BCM) team is an operational team within the Transfer Agency department supporting day to day operation teams and is a key stakeholder/ driver of change projects affecting the business. The team is responsible for all system developments / change programmes and for driving continuous platform improvements. The current change programme includes automation, workflow enhancements along with Europe wide system initiatives and day to day change request management.

Reporting to the Global Head of TA Change and Transformation, the purpose of this role is to will work with operational delivery teams and IT teams to ensure smooth delivery to the local production teams.   The scope of the role is across our Mutual Funds transfer agency operations.

Senior Business Analyst in Transfer Agency (Business Change Management)

The person we are looking for:

This role requires a technically strong, bright and ambitious individual who has a proven history of building valuable relationships and leading teams within a busy environment. Helping to improve the efficiency and automation of processes and data management is key. Ideally, you will also have extensive background within TA throughout the end-to-end operating model working on Mutual Funds products with Multifonds experience being a distinct advantage.

Key Responsibilities:

  • Define and drive a continuous improvement programme to ensure our platform is best of breed.
  • Manage the implementation of key strategic projects as prioritised in conjunction with Senior Management.
  • Undertake business process reviews and re-engineering where required (identifying processes which need to change or to be eliminated);
  • Ensure requirements are correctly and clearly identified, documented and communicated for each change request.
  • Conduct operational readiness assessments, planning and implementation, ensure production teams/ operation environment is prepared to effectively support and accept the changes resulting from the project. On determination of gaps, plan and take action to fill the gaps
  • User Acceptance Testing (Functional Testing) which will involve Test Case Preparation, Scripting and Execution
  • Manage stakeholder interactions including IT (globally and in Luxembourg), Senior Management and BAU operations.
  • Support new client launches and on-boarding as agreed by management in coordination with the BAU teams.
  • Assist with business readiness preparation for all initiatives and new business onboarding including the completion of procedures, checklists and user guides.

The ideal candidate will possess skills in:

  • Mutual Fund operations servicing existing product capabilities, and design of innovative solutions
  • Implementing solutions connected to external fund distribution platforms for transaction and processing.
  • 5 or more years’ experience in TA/IS Operations and / or similar Change Management role.
  • Project experience and have been involved in managing / implementing change into Operations Teams
  • Familiarity with Multifonds, SWIFT, and Block Chain technology would be an advantage
  • Excellent interpersonal skills and ability to work with business and technical teams
  • Excellent communication (verbal and written) and analytic skills
  • Strong team player with a high degree of flexibility
  • High energy, dynamic, results focused
  • The ability to thrive in an innovative and agile working environment

*Short term travel to BNPP offices within Europe may be required.

We offer:

  • Stable employment, with full-time job contract
  • Six Career Paths to choose from
  • Complex on boarding and induction programme
  • Trainings, co-financed language courses, professional certifications and post-graduate studies
  • Possibility to work from home part-time
  • Private medical package
  • Life insurance
  • Employee Pension Plan
  • Sports Card
  • Lunch Card
  • Cafeteria Platform
  • Modern, eco-friendly office located near Metro Daszyńskiego station

BNP Paribas promotes equality of opportunity and is committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation. Please attach the below clause to your application:

I hereby give consent for my personal data included in my application to be processed for the purposes of the recruitment process under the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (General Data Protection Regulation) introduced into the Polish law with Data Protection Act of 10 May 2018  (Dz. U. 2018 poz.1000 as amended). I acknowledge that I have the right at any time to view, to amend or correct and to request to erase my personal data.

Primary Location
Job Type
Fixed Term
Education Level
Bachelor Degree or equivalent (>= 3 years)
Experience Level
At least 3 years

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