Job Description: Business Analyst – Transfer Agency & Investor Services
Industry: Financial Services / Asset Management
Location: Kuala Lumpur, Malaysia
Level: Senior / Mid-Level
Product Focus: Unit Trusts, Pension Funds & Private Mandates
Role Overview
We are seeking a Business Analyst to support Transfer Agency and Investor Services across unit trusts, pension funds, and private mandates. The role will bridge business, operations, technology and product teams to analyse processes, define requirements, deliver system enhancements, and drive operational improvements.
Key Responsibilities
- Analyse and document end-to-end Transfer Agency and Investor Services processes.
- Gather, analyse and document business and functional requirements.
- Develop BRDs, FRDs, process flows, user stories and acceptance criteria.
- Work with Operations, IT, Product, Compliance and other stakeholders on solution design and implementation.
- Support processes covering investor onboarding, account maintenance, subscriptions, redemptions, transfers, distributions, fees, reconciliation, valuation and reporting.
- Identify process gaps, risks and opportunities for automation and operational efficiency.
- Support UAT, implementation, training and post-production stabilisation.
- Ensure solutions comply with regulatory, governance and internal control requirements.
- Facilitate workshops and manage stakeholder expectations throughout delivery.
Requirements
- Senior: 7–10+ years of relevant Business Analysis experience.
- Mid-Level: 4–7 years of relevant Business Analysis experience.
- Financial services experience, preferably in asset management, unit trusts, pension funds, transfer agency or investor services.
- Strong understanding of financial products and operational workflows.
- Experience in requirements gathering, process modelling, data analysis and system implementation.
- Strong documentation, communication and stakeholder management skills.
- Experience working in Agile, Waterfall or hybrid project environments.
- Ability to work effectively across business and technology teams.
Preferred
Experience with transfer agency platforms, investor servicing, AML/KYC, FATCA/CRS, reconciliation, regulatory reporting and digital investor channels.
