Business Analyst (Banking experience)
Posted Updated
Summary
Configures and maintains Fenergo’s KYC/CDD and client lifecycle management (CLM) tools for financial institutions, translating business needs into workflows, rules, and data models while supporting Agile teams and stakeholder collaboration.
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.