The Implementation Lead is a new role within the Operations team responsible for supporting the IADS onboarding activities, change request activities and extension of scope of existing clients, to strict milestones and deadlines for all AU NZ Clients
Direct Responsibilities
The Implementation Lead in 2S Ops acts as the main contact for the Implementation Lead based in Australia and is the liaison agent between the Operations team the Business Implementation team and other key stakeholders, including:
o Tester lead in Australia
o IADS Australia and India (Project, BA, IT, market data and operational teams)
o BCM team for change request
Working with PC SMEs and BAs to ensure the appropriate analysis is performed and write the BRD
Streamline onboarding activities and find efficiencies by building new templates to be re-used for other onboarding or automate tasks
Documenting the on boarding activities for transfer to Operations team (Accounting flow model for NAV valuations Prices benchmarks, setup of client instruction templates...etc)
Gathering clients requirements and monitor any scope changes (fund and benchmark matrix, index tracker, calendar setup consistent with fund accounting data)
Proactive problem solving and the management of risks and issues to ensure preferred outcomes are achieved.
Ensuring completion of UAT JUAT testing / validation / reconciliation and co-ordinate between BNP local UAT team and BI/ IADS Ops team
Responsible for Operation team readiness for BAU, training handover and ensure a smooth transition for Go Live
Contributing Responsibilities
Technical Behavioral Competencies With a minimum of 10 years experience in financial services, the Performance Compliance Implementation analyst has strong experience of funds management, investment administration and data/systems process flows. They have solid skills in analytics and numeracy and a sound understanding of the systems development lifecycle. Experience with performance-based implementations would be beneficial.
The Implementation Lead has strong planning and organisational skills and can manage competing priorities and challenges concurrently.
Excellent communication (both written and verbal) and interpersonal skills with the capability to manage various stakeholder expectations and dealing with staff and contacts at all levels are a must. They demonstrate clear and concise written communication applied in reports, presentations and project planning. They are effective with managing their time and prioritisation, with the ability to manage multiple priorities and challenges.
A motivated, results focused person, who demonstrates a strong client service ethic. They maintain awareness of changes in market and industry systems and processes which they apply to their analysis and project delivery.
They remain calm and composed in their dealings. Due to the nature and confidentiality required with client proposals and transition take-ons, they demonstrate maturity, confidentiality and judgement in their dealings, acting with discretion. They deal appropriately in escalating and acting on findings. They are aware of operational risk guidelines and apply their knowledge of compliance requirements in their projects.
The Business Implementation analyst is committed to providing excellent service and project delivery. They possess the ability to anticipate and identify areas of focus or concern considering key business risks, compliance requirements ensuring client expectations are managed and met.
Technical Skills required for the role:
Extensive experience in Financial Services, with specific technical knowledge of Investment Administration, Fund Accounting and Unit Pricing, Investment Administration Custody Operations
Knowledge of IADS systems and IT infrastructure
Knowledge of IADS products and services
Prior performance implementation experience
Demonstrated capability in project co-ordination planning, good numeracy and analytical ability
Strong working knowledge of project management disciplines and methodologies (desirable) plus the system development lifecycle
Degree qualified in Business, Accounting or a related discipline; or substantial industry experience in a similar implementation role.
May hold a post-graduate qualification in Finance or professional certifications (CFA, CRM, CIPM)
MS Office suite
Specific Qualifications (if required)
Skills Referential
Behavioural Skills :
Ability to collaborate / Teamwork
Ability to deliver / Results driven
Critical thinking
Communication skills - oral written
Transversal Skills:
Ability to understand, explain and support change
Analytical Ability
Ability to develop and leverage networks
Ability to develop and adapt a process
Ability to set up relevant performance indicators
Education Level:
Master Degree or equivalent
