Senior Business Analyst Trust & Custody

John Hancock is hiring a Senior Business Analyst – Trust Custody and Unitization for its U.S. Retirement business. The role will help shape the trust operations ecosystem while improving processes, controls, risk management, vendor oversight, reporting, and alignment of technology solutions with business objectives.

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