Transfer Agency Change Manager

2 weeks ago


Melbourne, Victoria, Australia Citi Full time

At Citi, our employees reflect the remarkable range of cultures and perspectives of our clients across the more than 160 countries and jurisdictions where we do business - a powerful advantage that combines global insights with deep local knowledge. We recognize that unique individuals, collaborative teams and inclusive leaders have far-reaching impact and are the engines of new ideas. It's our willingness to embrace the richness of our diverse teams, ideas and possibilities that drives our growth and progress.

**What progress will you make?**

We provide a full suite of Securities Services in more than 100 markets, including our proprietary network of over 60 branches and across 23 fund domiciles. Our solutions include custody, clearing, asset servicing, fund administration, ETF services, middle office, agency securities lending, collateral management, transfer agency, and fiduciary services.

This role will be member of a team responsible for delivering the change management activities for Citi's Transfer Agency APAC Digital First Program. There will be a close working relationship with internal partners in the Digital First Program, Technology, Product, and eventually Client Executive and Account Management.

**In this role, you're expected to**:

- Requirements gathering/gap analysis (including facilitation of workshops) and documentation of business requirements (BRD's/Impact Assessments for enhancement requirements) for the system including reporting.
- Document Operational Models & mapping out of new target operating models, balancing client needs with regulatory requirements & Citi's multi-location operational model.
- Manage the planning, preparation and delivery of the testing phases (including functional, regression and Op model testing) for the system and processes, including developing, executing and documentation of test plans, test cases and results.
- Manage the co-ordination, support and execution of User Acceptance Testing, Model Office & Parallel runs (pre implementation).
- Working with multiple operational areas in regard to each phase of the project to ensure input, engagement, and that operational requirements are reflected in the project deliverable
- Working with Operational Readiness in preparation for go-live.
- Provide input to management at Transfer Agency platform level in regards to co-ordination of environments, package releases, testing.
- Supporting the operating model design, systems migration process and process re-engineering
- Assess, understand and manage interdependencies with other work streams
- Promote a 'Fintech First' approach when considering manual processes. Automation/efficiency should be the go to model.
- Development of trusted & collaborative relationships with technology counterparts.
- Mentor and regularly engage less experienced team members to drive efficiencies & mitigate risk within our operational processes we deliver to our clients.
- This position requires an individual with a proven record of delivering complex change within a projects and operational environment
- Minimum 2 years industry experience in Fund Administration in a project manager, change analyst, business analyst or team lead role.
- Demonstrable understanding of Transfer Agency business and processes
- Strong understanding of project management methodologies.
- Experience in planning and execution of UAT, including working with offshore UAT teams.
- Strong analytical and project management skills
- Excellent organisational, planning and prioritisation skills and experience operating within a high-pressure environment.
- Ability to manage numerous competing concurrent activities and complex integration solutions
- Problem solving ability and good business judgement - knowing when to escalate, who to keep informed to identify next steps/resolution
- Demonstrated ability to work independently with mínimal supervision, self
- starter, adaptable
- Strong communication and stakeholder management skills.
- Proven ability to work as part of a high-performance team.
- High degree of accuracy and attention to detail
- Ability to negotiate with and influence internal operational staff at all levels and project counterparts
- Effective time management and ability to adhere to deadlines is required.
- Excellent verbal and written communications skills, displaying professionalism at all times
- Highly PC literate (e.g. Visio, Project, PowerPoint, Quality Centre, Advanced Excel, Word, Outlook)

LI-Hybrid
- **Job Family Group**:
Operations - Transaction Services
- **Job Family**:
Transaction Capture Services
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

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