Transition Analyst Job Description

Transition Analyst Job Description

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Transition analyst provides technical guidance to the Information Technology department staff about the risk and control measures associated with new and emerging information systems technologies.

Transition Analyst Duties & Responsibilities

To write an effective transition analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included transition analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Elicit and document business/client requirements, risks and priorities for gaps found in the existing product suite
Document FAQ’s and specialized bulletins for the Multi-Vendor and Voluntary Defined Contribution Programs
Assist in the management of outside vendor inquiries
Update and leverage existing knowledge repositories (SharePoint, Knowledge Exchange)
Updates to existing administrative and participant experience guides
Create and submit change requests to enhance the existing product suite
Ability to manage different priorities effectively
Month end close and variance analysis reviews
Creation of monthly revenue and expense analysis
Analysis of financials including budget, forecast, and plan

Transition Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Transition Analyst

List any licenses or certifications required by the position: ITIL, PMI, CFE, V3, PMP, CBAP, CCBA, PEO, CSRDOT, AFMAN

Education for Transition Analyst

Typically a job would require a certain level of education.

Employers hiring for the transition analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Computer Science, Engineering, Finance, Accounting, Education, Information Technology, Systems Engineering, Economics, Financial Services

Skills for Transition Analyst

Desired skills for transition analyst include:

Effectiveness elements
New and emerging technologies and industry best practice for Service Delivery within multiple programmes of work
Operational Suitability
Safety
Development lifecycle
Fundamental regulatory processes associated with new biologics and devices
Project integration
Risk and control environment
Stakeholder processes
Technology market drivers and paths to commercializing biological technologies

Desired experience for transition analyst includes:

Must have familiarity with financial services and securities knowledge, equities, fixed income, financial terms
Must have the ability to process within both Domestic and Global platforms
Requires strong Microsoft Excel skills including the ability to perform functions such as VLOOKUP, run macros
Previous experience identifying the root causes of the problem and develops solutions to resolve the problem
Knowledge of multi-vendor or TPA arrangements/relationships
3+ years of operations conversion (preferred) or operational experience involving analysis and implementation of new processes and procedures

Transition Analyst Examples

1

Transition Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of transition analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transition analyst
  • The successful candidate will be in a senior position within the team and as such expected to provide day to day support to the managing of the TBA, Conversion and Restructure functions
  • The role involves extensive liaison internally with client services, IMLG, Settlements, Entitlements and externally with Investment Managers, Global Custodians and Clients
  • Part of role will involve the continuous challenging of current processes and ensure ongoing development to improve division performance
  • Represent operations to accept new products, services and changes into the JPMC production environment
  • Ensure all aspects of operating model are documented and implemented on behalf of the service
  • Coordinating onboarding funds for new and existing clients, managing the account set and progress between numerous systems and teams, with suitable status reports provided to interested parties, working to the ‘go live’ target date deadline
  • Fielding queries from both PB and other product lines regarding PB account set up and maintenance, providing solutions to problems and enhancing process and control to prevent them occurring again in future
  • Static data maintenance for PB clients for pricing, margin, rehypo, and account mapping/linking
  • Completing control reports for various processes and systems
  • Project involvement frequent due to the impact that changes have on the onboarding process, normally short to mid term in definition
Qualifications for transition analyst
  • Demonstrated experience with project coordination
  • Knowledge of continuous improvement and change management experience
  • CCBA or CBAP certification strongly preferred
  • Ability to work independently or with a team on plans in response to change in order to meet client needs
  • Ability to work with internal workstreams proactively communicating progress and issues
  • Ability to identify/evaluate new and existing system functionality making suggestions for corrective action on open issues/gaps
2

Transition Analyst Job Description

Job Description Example
Our growing company is looking for a transition analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transition analyst
  • Analytical special projects for the VP
  • Promoting Customer awareness of the ST (Service Transition) governance processes and Project Operational Readiness
  • Understanding risk and making good risk decisions and delivering a professional CM service
  • Building, influencing and leveraging strong relationships with stakeholders to optimise quality Change and Configuration management guidance & support during the project life cycle
  • Accepting and challenging project operational readiness before implementation begins into our production environment
  • Maintaining appropriate Change Operational Readiness governance and compliance in technology changes
  • Partner with Advisors until transition is complete, including, but not limited to, risk management, monitoring asset transfer and handling ad-hoc queries
  • Serve as a liaison between various stakeholders within our organization and our team, to ensure goals and expectations are met
  • Ensure that deadlines are met for all deliverables and any required reporting to management
  • Lead and develop agendas and presentation decks for status meetings with an ability to present at all levels of management
Qualifications for transition analyst
  • Accounting, audit and/or budgeting experience strongly preferred
  • Must have a high level of proficiency in MS Office products, specifically Excel
  • Responsible for Project Managing TBA and Inspecie transition events
  • Instructing and liaising with other internal transition teams globally (particularly our team in Bangalore) on a daily basis and ensuring they complete tasks in a timely and accurate manner
  • Responsible for all settlement issues and outstanding issues
  • Participation in Transition planning/preparation meetings as required by the Manager
3

Transition Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of transition analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transition analyst
  • Track Operational Acceptance Criteria (OACs) for support services and managing delivery against those OACs
  • Identifying support services readiness activities and ensuring they are in place for the go live date
  • Identifying and managing operational risks resulting from the any changes, projects or other service transition activities
  • Identify warranty/early life support criteria and agree with both project and operational support teams
  • Ensuring that go/no go criteria are met and any exceptions/risks are clearly understood and agreed to by all stakeholders
  • Facilitate and participate in workshops to gather and document requirements
  • Participate in defining budgetary cycle business strategy and processes in support of transformation and change management activities
  • Provide expert advice in defining new budgetary cycle business requirements and opportunities for applying efficient and effective solutions
  • Evaluate existing business processes, procedures and methods, identify business processes improvement and document as required
  • Create presentations and present to various stakeholders, and facilitate meetings and discussions related to change management
Qualifications for transition analyst
  • Reconcilement of clients' portfolios
  • Ensuring that where appropriate stamp duty and transaction taxes are paid in a timely and accurate manner
  • Responsible for ensuring that required documentation such as Letters of Direction are received and retained for audit purposes
  • Cash and stock reconciliations - monitoring and clearing own entries created by TBA's and Inspecie events
  • A good understanding of transition and accounting processes advantageous
  • Previous back office Operations experience within a custody environment or working closely with a global custodian
4

Transition Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of transition analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for transition analyst
  • Assist with the development of business case proposals for extensions expansions to meet new business requirements or for rollout to new users
  • Develop and deliver the communication plan
  • Prepare, review and align communications material for the targeted audiences, as per the approved communication plan or strategy
  • Provide advice and contribute to the budgetary cycle business processes standardization and reengineering initiative
  • Support client review and signoff of the Business Requirement Document(s) and Business Solution Design Document(s)
  • Review and challenge application design, methodology and approach
  • Leverage your existing fundamental financial statement knowledge gained in public audit, transaction advisory or working for a similar debt lending firm to assist in end to end client relationship management
  • Assist in the underwriting of loans to technology, healthcare and life sciences companies seeking term loans and revolving lines to ultimately expand their businesses
  • Responsible for identifying all Service related risks and issues
  • Maintain understanding of client reference data through close support and collaboration with Adoption team
Qualifications for transition analyst
  • Experience in a securities operations environment with strong emphasis to the life cycle of a trade desirable but not essential
  • Strong organisational skills and an ability to work under pressure
  • Ability to work accurately with a high level of attention to detail
  • Experience in a client facing role would be desirable but not essential
  • Team focused focused on own development
  • Strong PC skills, specifically in respect of Microsoft Excel and Word
5

Transition Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of transition analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for transition analyst
  • Apply strong organizational skills to develop project implementation plans (timelines) and then manage events, under the guidance of other senior analysts and consultants, to those plans, meeting all deadlines
  • Work within an established and comprehensive process to prepare or assist with all documentation required to make investments and manage the investment process, including AML, subscription documents, trade instruction letters and custodian account setup
  • Clearly and efficiently communicate with fund managers, custodians and other external parties involved to ensure all agree a transition plan that will work and then work to that plan
  • Adhere to our Professional Excellence principles to ensure that work is completed accurately and to a high standard
  • Over time learn about the wider investment consulting business and provide specialist transition advice to the various teams in the business
  • All new solutions have adequate support arrangements in place
  • Services are introduced with no major incidents
  • Ensure a set of Service Transition deliverables depending on the standard project are created and signed off in a timely fashion
  • Service provision, methods and processes are standardised
  • Ensures systems are operable, recoverable and maintainable by D&T Service Operations
Qualifications for transition analyst
  • Must be organized and exhibit good judgment and analytical skills to understand processes/procedures
  • Must possess a strong ability to multi-task including the ability to problem-solve and reconcile outstanding items while maintaining other daily tasks/functions
  • Must display a strong sense of urgency, pro-activeness, and ownership
  • Must be deadline oriented, flexible and have the ability to manage conflicting priorities and last minute requests
  • Must obtain CFE certification within 1 year
  • Possesses strong relationship and communication skills to ensure proper client interaction in managing fraud issues and dispute management

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