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To work as part of the Change Management Team as a project Manager or as a work stream lead on Transfer Agency related Projects.
The role will involve managing, planning and working with a team and multiple stakeholders throughout the lifecycle of a project.
Role will focus on either individual mandatory/regulatory projects or working as part of a larger programme of work within the Transfer Agency business, depending on business priorities.
Job background/ context:
Citi is operating in a continually changing environment and Change Management is a key part of that in driving forward sustained changed in a complex and challenging market environment.
The individual appointed will form part of a change team which will create business case analysis for identified projects, complete detailed analysis and take projects through to completion and implement into the operations model.
The focus for the appointee will be as a Project Manager/Senior Business Analyst on a Transfer Agency data migration project.
Key responsibilities of the Candidate:
Successful candidate will be the lead analyst and PM involved in the delivery of multiple projects and programmes depending on the Transfer Agency BOW across Client, mandatory, regulatory and strategic change. In respect of these, they will be responsible for:
Project Management/Lead BA assist in the planning and execution of projects and programmes.
Preparation of standard project documentation in line with Global PMO standards and Procedures.
The preparation and delivery of the testing phase (including functional and regression testing) for the projects and programme, including developing, executing and documentation of test plans, test cases and results.
Ensuring appropriate approval is in place. Liaise with Risk and Compliance and Legal stakeholders.
Requirements gathering (including facilitation of workshops) and documentation of business requirements for projects and programmes.
Working with Operational Areas in regard to each phase of the project to ensure input, engagement, and that operational requirements are reflected in the project deliverable. Involves close partnership with Technology, Product and other areas of the organization. Responsible for the delivery of Operational Readiness in preparation for go-live.
Work as part of the wider change project team.
Supporting the operating model design, systems migration process and process re-engineering with specific focus on data.
Assess, understand and manage interdependencies with other work streams Contribute to other work-streams as the need arises.
Act as system and data SMEs as required.
Ensure that the Citi Control and Quality requirements are understood and consistently adhered to when delivering each of the project outputs.
Maintain compliance with all relevant Citi policies and guidelines during all stages of the project life cycle.
Implement a formal approach to benefit realization and tracking.
Compile or assist with compilation of project and testing plans.
Manage project communications and reporting.
Manage project stakeholders.
This role is within a Global team and as such successful candidate may manage and support projects across a number of global locations.
High visibility role with the opportunity to influence and lead a complex programme of change in a fast paced and evolving financial services organization.
Work in partnership with internal and external parties such as senior management, operations, remote testing teams, developers and vendors.
Grow and develop project skills and Transfer Agency knowledge.
Develop skills in relation to location strategy projects.
Expand experience of Project Management in a dynamic environment
Extensive years funds experience, preferably in a Transfer Agency or Fund services industry.
This position requires an individual with a proven record of delivering complex work-streams and projects within an operational environment.
Extensive industry experience in Fund Administration in a Project Management/Lead Business Analyst / Tester role.
Demonstrable understanding of Transfer Agency processes.
Excellent Understanding of project management methodologies.
Experience in planning and execution of UAT, including working with offshore UAT teams.
Strong background and understanding of System Development Lifecycle.
Previous experience working with client/system migrations and complex data structures.
SQL skills an advantage
Strong data analytics.
Strong planning, scheduling and organizational skills.
Strong risk, control and complex problem solving skills.
Ability to demonstrate good leadership and judgment.
Agile, adaptable and highly motivated.
Excellent verbal and written communication skills, including ability to manage, negotiate and influence stakeholders, presenting clear solutions to complex problems.
Demonstrable ability to interact with senior management and clients.
Ability to manage numerous competing concurrent activities.
Highly PC literate with excellent IT skills (e.g. SQL, Visio, Project, PowerPoint, Quality Centre, Word, Outlook)
Excellent organizational, planning and prioritization skills and experience operating within a high pressure environment.
Project management certification by a reputable organization (i.e. PRINCE II or PMP) preferred or a relevant third level qualification.