KYC Funds BA
On-siteMumbai, Maharashtra, India
Job Summary
Define and document comprehensive business requirements for fund client onboarding and servicing solutions, including functional specifications, user stories, and acceptance criteria. Lead current state analysis of fund onboarding processes across regions to identify pain points and design target state solutions that improve operational efficiency. Collaborate with Global Operations, Credit, Legal, Compliance, Sales, and Technology teams to facilitate workshops, manage relationships across multiple regions, and present findings to management. Support test management, develop test scenarios, and coordinate UAT, SIT, and regression activities while providing training and documentation for end users. Contribute to the overall Client Experience Programme delivery by managing dependencies, supporting governance forums, and ensuring alignment with programme timelines and quality standards.
Required Qualifications
- 5+ years of Business Analysis experience in financial services, preferably within wholesale banking or asset servicing
- Preferably 3+ years of direct experience with Fund client onboarding and lifecycle maintenance
- Experience working on large-scale, complex transformation projects
- Proven track record of defining and documenting business requirements and solutions
- Strong understanding of fund lifecycle operations and workflows
- Knowledge of regulatory requirements affecting fund onboarding
- Proficiency in business analysis tools and techniques (process modeling, data flow diagrams, use cases)
- Experience with process modeling tools (Visio,draw.Io)
- Strong documentation skills using MS Office Suite (Word, Excel, PowerPoint)
- Experience with SDLC and knowledge management tools (Jira, Confluence)
- Strong analytical thinking and attention to detail
- Ability to break down complex problems into manageable components
- Data-driven approach to decision making
- Root cause analysis and issue resolution capabilities
- Ability to identify process improvement opportunities
- Excellent written and verbal communication skills
- Ability to communicate complex concepts to both technical and non-technical audiences
- Strong presentation and facilitation skills
- Ability to influence and negotiate with stakeholders at all levels
- Cross-cultural communication skills for global team collaboration
- Self-motivated with ability to work independently
- Strong organizational skills and ability to manage multiple priorities
- Proactive and solutions-oriented mindset
- Adaptable to changing requirements and priorities
- Team player with collaborative approach
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