Business Analyst (Investment Services)

KEY RESPONSIBILITIES

I Business Analysis and Automated Tool Development

• Analyse operational workflows to identify opportunities for automation where applicable.
• Design and build applications/tools to automate daily tasks such as data collection, standardization, calculation, and report generation.
• Coordinate with relevant divisions to achieve thorough solutions.
• Establish data governance within the Investment Services Department.
• Ad-hoc tasks assigned by the Line Manager.

II Distribution Agent (DA)

• Manage investor trading accounts including opening, closing, change of information, and performing client onboarding verifications (KYC)
• Process trading orders (subscriptions, redemptions) in the system, reconcile investor trading records, research and resolve discrepancies as needed.

III Cross-function activities

• Perform system testing of new system and actively involve in other operational initiatives.

REQUIREMENTS

• Education: Bachelor's degree in Information Technology, Banking and Finance, Accounting, Mathematics, Statistics, or equivalent.
• Experience: At least 2 years of experience in business analysis or technology roles within the financial sector with a preference for experience in securities, fund management, or banking.

Skill sets

Strong knowledge of data processing.

Proven ability to develop and implement automation tools to improve operational efficiency.

Advanced proficiency in Excel, including VBA and Macros, Microsoft Office and related management tools.

Highly detail oriented with strong analytical and organizational skills.

Ability to work under high pressure and good at teamwork.

Fluent in English (both in writing and speaking).

Preferred Skills and Qualifications

Experience in system integration and testing within a financial operations context.

Knowledge of securities market; Investment and analysis; Securities laws; Brokerage and advisory.

Other data processing tools (e.g., PowerBI)