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Davies North America

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Business Analyst (Banking experience)

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Description

We are looking for a motivated and detail-oriented Business Analyst to join a high-impact transformation project with experience on Securities Services, Asset Management or wealth management (Private Banking).

The successful candidate will play a key role in ensuring the smooth adoption and ongoing optimisation of the platform, working closely with business users, internal teams, and external vendors.


  • Translate business requirements and functional specifications into configurable solutions.
  • Design and maintain onboarding, KYC, AML, Client Lifecycle Management (CLM), and regulatory compliance processes.
  • Perform solution configuration using best practices and standards.
  • Develop and execute unit, system, and user acceptance testing activities.
  • Collaborate with Solution Architects and Technical Leads on design decisions and implementation strategies.
  • Participate in release planning, deployment activities, and post-production support.
  • Create and maintain configuration documentation, process flows, and operational procedures.
  • Support continuous improvement initiatives and platform enhancements.

  • Proven experience configuring solutions in financial services environments.
  • Strong understanding of Client Lifecycle Management (CLM), KYC, AML, Customer Due Diligence (CDD), and regulatory onboarding processes.
  • Experience configuring workflows, business rules, forms, data structures, and case management functionality within Fenergo.
  • Experience working in Agile delivery environments.
  • Strong analytical, problem-solving, and stakeholder management skills.
  • Excellent verbal and written communication skills.

Skills

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