Business Analyst
Fidelity International
Hong
2d ago

About the opportunity

Department Description

The role is within the Trading Platform team delivering ongoing CTB change to support business development and the requirements of the platform end users.

The candidate would preferably have experience in the fund target, order generation, trading and compliance functions within the Charles River or other OMS applications, including system administration, order generation and modelling modules.

Th candidate would ideally have experience in workflow design and system configuration.

Purpose of the Role

The role requires a skill set that encompasses the full spectrum of business analyst activities through the project life cycle.

The role is both business and technology facing and will require excellent relationship management and communication skills to ensure a superior service to stakeholders and technology partners is maintained.

In addition, the candidate will need to have familiarity with the CRD application including system administration, order generation and the NMWB module as well as workflow design and system configuration.

The candidate should also have experience across most or all the major asset classes specifically including currency spot, forward and NDF management and trading.

The candidate should have general business analysis skills including the defining, analysing and documenting business requirements, designing technical and workflow solutions as well as managing the delivery, testing and deployment of those solutions to delivery.

Project Execution

  • Provide input into project timelines, estimation, action plans and risk management procedures
  • Ensure timely completion of work packages in line with project deadline and schedule
  • Act as a proxy customer facilitating open communication between the internal customer and development teams
  • Requirements Planning and Management

  • Work with Project Managers and Business Sponsors to agree on the Terms of Reference for changes
  • Ensure that all Stakeholders have a common understanding of what is being delivered
  • Be self-sufficient in identifying and understanding business requirement / issues
  • Identify & escalate as appropriate, issues & instances where an agreed target or deadline is at risk or will not be met
  • Requirements Analysis and Documentation

  • Form part of the conversation with the business on their target operating model
  • Identify requirements effectively and efficiently
  • Produce different forms of analysis documentation to an appropriate and agreed level of depth
  • Deliver presentation or workshop sessions on requirements to stakeholder groups
  • Regularly review and edit requirements, specifications, business processes, estimates and recommendations relating to the proposed solution, to ensure they are up to date throughout the life cycle of the project
  • Embedding (e.g. Testing, Training, Support, Process Re-engineering etc.)

  • Support the Test function with knowledge that aids test scripting & execution, including handovers & walkthroughs
  • Work with the Test team to define defects, acceptable tolerances within various types of testing
  • Experience and Qualifications Required

    Knowledge :

  • Business Analysis experience including project management and execution methodologies
  • Financial Services and / or Consultancy experience.
  • Detailed knowledge Charles River, preferably in Version 17r1 or above
  • Previous experience of working with the New Manager Workbench, System Configuration and Workflow Rules in Charles River
  • Good understanding of data and data modelling to assist with systems integration planning
  • Understanding of FIX and EMX applications would be advantageous but not essential.
  • Skills

  • Excellent requirements analysis and consultative skills, with a logical approach to problem solving
  • Ability to operate effectively with limited oversight
  • Excellent communication (written & oral), interpersonal and relationship management skills
  • Ability to work in a demanding and fast paced environment with speed and discipline
  • Confident working with senior management across multiple business areas
  • Ability to review proposed solutions and make recommendations
  • About you

    About Fidelity International

    Fidelity International offers investment solutions and services and retirement expertise to more than 2.56 million customers globally.

    As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term.

    Operating in more than 25 locations and with $783.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

    Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.

    Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

    Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

    We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

    We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients.

    We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations.

    We call this new approach "dynamic working".

    Applying to this Job Role : Please note you are only required to upload your CV / Resume to the application screen.

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