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Sr Associate - Investment Reporting & Performance

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Job Description – APAC

Job Title:





IRP – Business Change Management



Business Line / Function:


Reports to:


Team Lead



Number of Direct Reports:


Directorship / Registration:


Position Purpose

IRP BCM is a global team which bridges Business teams and IT, in implementing Change Requests and Process Changes. Analysts in BCM team cater to variety of changes received via business requirements from Products, Regulatory, Spoke locations, Client Facing, OPS production Centers and IT.

·         Lead business change programs

·         Define pre-requirements and Business needs to improve global activity proposing harmonized and standardized process enhancements solutions matching with the global strategic plan

·         Provide help and assistance to Operational teams

·         Coordinate & facilitate communication with co-workers (Business, IT, Support, other business lines)

·         Define & implement best business practices


Direct Responsibilities

·         Collect Business investment ideas and requests for initiatives

·         Conduct preliminary studies to define needs

·         Formalize the initialization note

·         Define Business needs

·         Review and validate the Requirements provided by IT, in order to ascertain that the solution proposed by IT is functionally coherent with the request

·         Check and validate the IT testing strategy

·         Define the objective of End User tests and their organization

·         Perform the End User tests, according to the relevant schedule, and report the necessary corrections to any defects in coordination with IT

·         Organize business deployment and assist operational teams during post go-live on basis of the release note supplied by IT:

·         Define process

·         Update User Guides with IT contribution

·         Prepare training documentation with IT contribution

·         Perform training

·         Provide help and assistance to Operational teams

·         Contribute to answer RFP and  participate to Due Diligence


Contributing Responsibilities

·         Set up the governance structure and necessary interfaces to address issues and monitor risks

·         Build a delivery roadmap, monitoring the overall budget, and tracking progress in line with the project milestones

·         Manage the consistency of the roadmap with the project milestones. Escalating any issues to the respective program sponsors.

·         Track progress against the roadmap. Coordinate & facilitate communication with co-workers (Business, IT, other business lines)

·         Provide and maintain overall project dashboard to track progress, delays and overruns

·         Ensure all contributors are engaged appropriately. Identify accountabilities and ownership of all activities on the business critical path.

·         Coordinate and ensure transversal communication with all concerned parties

·         Provide functional expertise level support to Operational teams

·         Participate in the governance meeting within the business and transversal program as agreed

·         Monitor the budgets in line with validated industrial plan and any approved change.

·         Provide project deliverables on time and within budget

·         Manage the interdependencies between deliverables

·         Facilitate regular Steering Committees and implement related dashboard

·         Ensure service models are in place for post-migration

·         Contribute to maintain a governance blueprint for future large projects

·         Be ready to react quickly to any new items arising in the project or connected to it and develop the necessary contingency plans

Technical & Behavioral Competencies

The candidate must be able to demonstrate the key competencies detailed below to the right standard to be considered for this role.

Competencies required; 1 – essential, 2 – desirable

·         Adaptability : 1

·         Results and quality orientation : 1

·         Communication : 1

·         Leadership : 1

·         Customer Focus : 1

·         Management : 2

·         Decision Making : 1

·         Team Work : 1

·         Innovation and continuous improvement : 1

·         Technical expertise : 2

Specific Qualifications (if required)

·         Post-Graduation

·         Fluent in English

·         Minimum 3 years of experience

·         Strong financial & process expertise

·         Technical knowledge of financial instruments (Equities, Bonds, Options…)

·         Strong knowledge on Office Tools (VBA for Excel expertise appreciated)

·         Knowledge on Booster Tools: 2Strack, Quality Center

Skills Referential    

Behavioural Skills: (Please select up to 4 skills)

Ability to collaborate / Teamwork

Attention to detail / rigor

Communication skills - oral & written

Creativity & Innovation / Problem solving

Transversal Skills: (Please select up to 5 skills)

Ability to understand, explain and support change

Ability to manage a project

Ability to develop and adapt a process

Ability to manage / facilitate a meeting, seminar, committee, training…

Analytical Ability

Education Level:

Master Degree or equivalent

Experience Level

At least 3 years

Other/Specific Qualifications (if required)


Primary Location: IN-TN-ChennaiJob Type: Standard / PermanentJob: BRAND AND COMMUNICATIONEducation Level: Bachelor Degree or equivalent (>= 3 years)Experience Level: At least 5 yearsSchedule: Full-time Behavioural competency: Ability to share / pass on knowledgeTransversal competency: Ability to inspire others & generate people's commitment