Client Lead – Third-Party Onboarding (Business Analyst)

Key Responsibilities

• Client leadership and point of contact: Own day to day onboarding for custodians, transfer agents, fund accountants, brokers, counterparties, and collateral managers; clarify scope, sequencing, timelines, and acceptance criteria to reach the IMOS target state.

• End to end execution: Drive intake, due diligence, connectivity setup, messaging certification, testing, go live readiness, cutover, and stabilization on the IMOS strategic infrastructure with clear backout plans and evidence capture.

• Cross functional orchestration: Partner with Product, Operations, Reference Data, Testing, and Technology to define scope, the future third party model, and executable onboarding plans; ensure downstream readiness across trade lifecycle, cash, and corporate actions.

• Connectivity, messaging, and testing: Lead design and certification of SWIFT and SFTP connectivity, solve non market standards and bespoke formats, and manage UAT planning, execution, and defect triage with clear entry/exit criteria.

• Governance, reporting, and controls: Maintain dashboards and metrics to demonstrate progress and quality; report risks, issues, and decisions in daily programme updates; continually enhance processes and controls throughout migration.

• On/offshore leadership: Lead and coach an India based pod with SLAs and quality standards; foster a diverse, high performing, learning focused culture across locations.

Qualifications

• Domain/technical: Strong grasp of the trade lifecycle, cash management, and corporate actions across products; demonstrable experience working within custody (processes, controls, and service models); subject matter expertise in third party SWIFT messaging and connectivity problem solving; familiarity with common data formats used in custody and fund operations.

• Delivery/stakeholders: Demonstrated success engaging clients and third parties and partnering across functions through planning, onboarding, and migration; excellent communication and relationship building; self starter operating across time zones.

• Tools/analytics: Proficiency with Monday.com as the primary workflow/portfolio tool; advanced Excel and PowerPoint for MI and executive ready reporting; Alteryx/Tableau experience is a strong plus for onboarding dashboards and metrics.

Impact and Success Measures

• Right first time connectivity/messaging certification; reduced go live issues and stable post migration operations with robust evidence and controls.

• Clear, data driven reporting that surfaces risks and decisions promptly and shows progress against plans and SLAs; positive client/third party feedback on collaboration and issue resolution.

Working Model

Boston based role with regular client/third party interaction; daily engagement with global stakeholders, including a UK based manager and India offshore team; flexibility for time zone overlaps.