Senior Business Analyst Trust & Custody

John Hancock Life Insurance Company (U.S.A.) is hiring a Senior Business Analyst to help shape its U.S. Retirement trust operations ecosystem as it integrates with a third-party sub-custodian. The role focuses on improving trust, custody, and unitization processes through process design, risk management, training, project leadership, reporting, and requirements analysis.

Responsibilities:

• Process Design and Improvement: Design and strengthen the operating model for cash reconciliation and transitional processes, embedding rigorous controls, clear ownership, escalation paths, and sustainable procedures to minimize operational risk and ensure effective execution
• Training and Procedures: Act as subject matter expert (SME) for trust operations including establishment of training collateral and procedure documentation. Work closely with the learning and development team to deliver training
• Risk Management: Conduct thorough analysis to identify potential risks in operational processes and develop strategies to mitigate these risks, ensuring business continuity
• Performance Measurement: Define and monitor KPIs to evaluate operational efficiency and vendor oversight. Continuously optimize processes to improve efficiency and effectiveness
• Projects: Serve as lead on various trust operations projects, assisting in development of detailed project plan
• Reporting: Prepare and present regular updates and status reports to management and partners
• Additional Responsibilities: Perform other duties as assigned
• Requirements Gathering & Analysis: Eliciting and documenting business and technical requirements for the team’s platforms and systems
• Strategic alignment: Ensure tech solutions align with business objectives, working with product management and tech teams

Requirements:

• We require a background and experience in mutual fund operations, process design, risk mitigation and a proven ability to work closely with various partners, and a strong desire to learn what is needed to properly support the business for the future
• Proven expertise in FIS OMNI (OmniTrade, OmniDC, OmniScript), SQL, Excel and PowerBI tools
• Solid understanding of mutual fund operations, and or retirement  and or transfer agent record keeping
• Strong reconciliation skills, cash and securities
• Excellent communication and facilitation skills; able to influence diverse teams and translate technical information into business value
• Ability to think strategically, assess alternatives for short- and long-term impacts and act decisively
• Strong influencing skills with ability to make sound recommendations