Automation Business Analyst

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Responsibilities (how we will measure success)

• The Business Analyst will work alongside Senior Managers / Project Managers to support the successful delivery of a suite of digital initiatives across the IQ-EQ Group
• Adhere to Digital Office processes including use of approved templates and checklists
• Ongoing contribution towards continuous development and improvement of Digital Office templates and checklists
• Appropriate use of diagrams, graphs and other mechanisms/tools to communicate effectively with diverse stakeholder groups, across and outside of the organisation, including senior management
• Preparation of various documentation as required by the project/initiative to agreed standards, of consistent quality and to agreed timelines

Tasks (what does the role do on a day-to-day basis)

• Work with Senior Managers / Project Managers to devise the overall approach to delivering individual initiatives, making use of the internal methodologies and standards
• Working with Senior Managers / Project Managers and in collaboration with Subject Matter Experts to devise, produce, validate and achieve sign-off of high-quality documentation including: -
  • Automation Readiness Assessments
  • Product Description Documents
  • Specification Description Documents (in conjunction with Developers)
  • Process Definitions & Process Maps (‘As Is’ & ‘To Be’)
• Carry out Automation Readiness Assessments using internal assessment tools
• Carry out Benefit Measurement Assessments using internal assessment tools
• In conjunction with the Senior Managers / Project Managers and in collaboration with Subject Matter Experts (SME), develop various implementation documentation such as:
  • Product Descriptions
  • Work Package Descriptions
  • Work Plans
  • Test Strategy, Plans and Scripts
  • Stage Gate Readiness Assessment Documents (as required)
• Ensure delivery by providing analysis that feeds into and informs the capture of delivery risks and issues, and presenting informed inputs to support mitigation plans
• Communicate effectively with stakeholders from all areas of the business utilising appropriate use of diagrams, graphs and other tools as required
• Manage workshops and meetings as required to support delivery including production of inputs (Agendas / packs) and outputs (minutes, action points etc)
• Adhere to internal delivery methodology and governance including use of approved templates and checklists
• Contribute to improvement of templates and checklists
• Provide regular progress updates to the delivery team and other stakeholders
• Communicate personal task progress and completion on NetSuite SRP (Project Management Software) daily, including tracking all time spent on initiatives/projects in NetSuite
• Work with the Senior Manager / Project Manager to ensure that the agreed Service Transition process has been fully informed to support the BAU handover process.

Other

• Support other departments as required within the confines of the Business Analysts role
• Undertake any additional reasonable duties as required the Firm

Key competencies for position and level

• Communicates Effectively  
• Being Resilient
• Plans and Aligns
• Demonstrates Self-Awareness
• Organisation Savvy

Essential Criteria:

• 2+ Years Business Analysis experience within an automation environment, demonstrating the skills and experience to successfully perform the role
• Business Analysis Qualification
• Excellent organisational, prioritisation and interpersonal skills
  • Comfortable communicating with diverse stakeholders including subject matter experts, peers, managers, customers and suppliers
  • ‘Can do’ attitude, ability to cope with tight deadlines and working under pressure
  • Ability to take initiative and self-manage
• Experience of producing/validating key delivery/project documents such as, Requirements Documents, Specification Documents, Process Definitions & Process Maps (‘As Is’ & ‘To Be’), Test Strategies and Test Scripts
• Strong problem-solving skills with the ability to identify problems and challenges, demonstrating strong analytical ability as well as providing informed insights
• Good degree of literacy in applications such as; MS Word, MS Excel, MS PowerPoint, MS Visio
• Fluent in English Language

Desired Criteria:

• Systems Analysis Qualification
• Experience of operating within a firm that shares some of the following features: -
  • Globally distributed teams
  • Financial Services
  • Fast-paced and rapidly evolving environment
• Knowledge of or experience working in a Private Equity / Investor services industry

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Attention to detail
• Taking Ownership
• Curiosity
• Positivity