Business Analyst TA PERE

Primary responsibilities:

  • Actively participate in the planning and implementation of special internal and external projects for PCS
  • Draft analysis BRD, plan, implement and follow-up of internal projects, review and enhance current processes; implement best practices and new features, automate and standardize where possible
  • Establish an environment of continuous improvement that assesses work flow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the PCS department
  • Perform technical trainings for PCS or other teams closely collaborating with PCS teams if required
  • Review and comment private placement memorandums and Op Memo
  • Build fund fact sheet and review fund documentation
  • Perform set-up in Company systems, and set of specific files such as fees, waterfall, equalization,
  • performance fees
  • Design and draft process flows and/or business requirements
  • Perform IT development analysis and coordinate with T&O
  • Update operational procedures/checklists. Perform training and handover to Ops Lux/KL teams before go live
  • Ensure operational readiness with detailed documentation and communication
  • Accountable for ongoing satisfaction of clients by ensuring deliverables meet client needs and expectations.
  • Ensure that the organizational framework supports the delivery of quality client service and operational excellence.


  • Post-secondary education with an accounting/finance or business concentration or equivalent experience.
  • Minimum 7 years’ experience in Private Capital Services or financial services industry in an operations environment, with an extensive expertise in Transfer Agency
  • Project management or business analyst experience
  • Strong analytical, problem solving skills
  • Proven organizational and time management skills
  • Good communication skills
  • English and French are mandatory, all other languages is an asset
  • Risk management and mitigation focus
  • Proven organizational and time management skills
  • Track record of developing and implementing innovation and change
  • Technical expertise, ability to understand operating models end to end and business drivers
  • Interpersonal and networking skills with a proven track record of dealing with clients, management, colleagues and staff.


  • Specific knowledge: SARA, Framework, Multifonds, Milvus, Efront is an asset, project management or
  • BA certification
  • Knowledge of SQL, VBA, Access

Job Category: TA
Job Type: Consulting
Job Location: Luxembourg

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