Senior Business Analyst – Multifonds

Unleash transformation in financial operations - shape the future of global client onboarding!

Warsaw or Kraków-based opportunity with hybrid work model (up to 3 days remote per week).

As a Business Analyst - Transfer Agency you will be working for our client, a global financial institution delivering complex operational and transformation initiatives within securities services. You will focus on process analysis and improvements within Transfer Agency, with a particular emphasis on Trailer Fees. Acting as a subject matter expert, you will support business readiness, testing, and documentation activities in a highly regulated environment. You will collaborate with operations, IT, and international stakeholders to ensure smooth implementation of process changes and high-quality delivery.

Your main responsibilities:

• Analyze Transfer Agency processes with a focus on Trailer Fees
• Define and document business requirements and functional specifications
• Prepare and execute test scenarios and support testing activities
• Identify process gaps and recommend improvements
• Collaborate with operations and IT teams to ensure solution alignment
• Support business readiness and transition activities
• Prepare user documentation and operational guidelines
• Provide support to end users during system and process changes
• Participate in stakeholder meetings and clarify business needs
• Ensure consistency and quality of delivered solutions

You're ideal for this role if you have:

• At least 3 years of experience in Transfer Agency
• Strong knowledge of Trailer Fees processes
• Experience working as a Business Analyst or in operational roles
• Understanding of Multifonds or similar Transfer Agency systems
• Experience in financial services or banking environments
• Ability to collaborate with business and technical teams
• Experience supporting testing or UAT activities
• Strong analytical and problem-solving skills
• Good communication skills in international environments

Language Required for the role:

• Fluent in Polish and English.

Eligibility for the role:

• Only candidates with an existing legal right to work in the European Union will be considered for this role.