The Investment function of AMG is undergoing a transformation pivoting from a governance and risk oriented approach to a client- and outcome oriented business with a clear objective of delivering strong investment performance. The main pillars are strong Asia, Fixed Income, Liquidity and Multi-Asset franchises, new opportunities in Solutions and Responsible Investments and core capabilities, where credibility needs to be restored (EMD). Efficiencies need further to be raised by moving to a single global operating model in the five Global Network Markets (GNM).
The purpose of 'Business Transformation - Investments' (BTI) is to be the main partner for delivering change initiatives aligned to the strategies and objectives of the Investment function. BTI helps in delivering those initiatives throughout the complete programme lifecycle / end-to-end ensuring effective management and oversight utilising Group-standard programme governance frameworks and tools. This includes support in planning and prioritization, cost estimate and management, solution design, project delivery, quality assurance, roll out and transition to BAU.
As a member of BTI, a business analyst (with project management skill set as a subordinate requirement) needs to be recruited. The role will cover Business Analysis work from a business perspective to analyse define and document change and determine the impact on AMG across multiple geographies and functions. The successful candidate will work with Business Sponsors, Programme and Project Managers, Data Management team and IT. The candidate shall have relevant knowledge and experience on Asset Management industry background to demonstrate:
Analytical expertise in operational and business change requirements
Ability to clearly articulate the project scope, manage/interpret the deliverables and translate theory into practical business solutions.
Write Management Approach Document, Terms of Reference, Business Requirement Document (BRD)
Draft Project Plans, and manage deliverables as per the plan
Manage multiple work streams with competing priorities
The role is located in the US, but projects will cover other regions and locations (France, Germany, Hong Kong, United Kingdom).
Impact on the Business
Define and document new business requirements
Provide and assist with the management of adherence to scope and requirements (functional and non functional) to ensure the projects remain on track.
Document the target Operating Model, Business operating and Service models
Working with Project Management to help manage the dependencies analysis
Ensure there is a clear mapping of change by capturing the future state models and highlighting changes to the current processes so that they are effectively transferred into a set of core operating procedures
Manage an ongoing gap analysis and resolution of gaps with process driven solutions
Draft SLA's and continuity/Disaster Recovery modelling.
Where necessary, undertake Testing through Proof of Concept and UAT and ensure that systems testing requirements are provided to IT in advance of system testing and oversee SIT to ensure that test cases are reported and issues raised within this cycle prior to the business UAT.
Customers / Stakeholders
Engage with key stakeholders, define project requirements
Analysis of data provided and refine to detail scope and work required
Draft up target process flows and procedures and work with locations to implement changes
Ensure core deliverables and associated outcomes are achieved for the business.
Build strong relationships with local and global stakeholders
Work with key stakeholders to develop and implement efficient solutions to support the various programmes
Leadership & Teamwork
The role holder will work closely with a number of stakeholders on a local/regional basis and so will need to be able to work effectively remotely and across timezones.
The role holder will also be expected to achieve results through influence and persuasion as well as exercise direct authority where appropriate.
Operational Effectiveness & Control:
Draft up business operating models in accordance with the AMG FIM
Assist locations in implementing global operating model and procedures
Provide the Project Manager with regular reporting on the assigned deliverables
Provide input for steering packs
Ability to work accurately under pressure and to tight deadlines
Good influencing skills and interpersonal skills
Management of Risk
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.
This will be achieved by consistently displaying the behaviours that form part of the HSBC Values and culture and adhering to HSBC risk policies and procedures, including notification and escalation of any concerns and taking required action in relation to points raised by audit and/or external regulators.
The jobholder is responsible for managing and mitigating operational risks in their day to day operations. In executing these responsibilities, the Group has adopted risk management and internal control structure referred to as the 'Three Lines of Defence'. The jobholder should ensure they understand their position within the Three Lines of Defence, and act accordingly in line with operational risk policy, escalating in a timely manner where they are unsure of actions required.
Through the implementation the Global AML, Sanctions and ABC Policies, supporting Guidance, and Line of Business Procedures the jobholder will make informed decisions in accordance with the core principles of HSBC's Financial Crime Risk Appetite.
Observation of Internal Controls
The jobholder will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures.
The term 'compliance' embraces all relevant financial services laws, rules and codes with which the business has to comply. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.
Multi disciplinary - Analysts need to be able to support the shaping of the business requirements and solution designs that encompass all aspects of the delivery (stakeholders, process, policy, technology, data, infrastructure etc
Executing re-engineering efforts across a global business to maintain a global perspective on business transformation and re-engineering efforts
Ability to deliver re-engineering efforts in a consistent way to the business on time and within scope escaling major blockages/changes to scope in a timely manner to line management.
Knowledge of Asset Management / Investment Banking (Front-Office) is required incl. Decision Support & Analytics, Portfolio Management, Investment restrictions, Dealing
Knowledge of Asset Management / Investment Banking Middle-Office, Back-Office, Performance, Risk, Reporting, Compliance is a plus
Cross asset class experience (equity, fixed income, derivatives, etc.)
Experience of Bloomberg AIM portfolio management system is a plus
Experience of business analysis and target operating model analysis and definition
The ability to devise efficient solutions to business challenges and provide analytic expertise in operational and business change.
Able to interact with business stakeholders and should be confident to challenge the business, where appropriate, seeking guidance when required
Be self -motivated and driven, and able to manage/support and work within a team
HSBC was born from one small idea: a local bank serving international needs. We started our business in Hong Kong in 1865. In 2015, HSBC celebrates its 150th year anniversary. Over the years, HSBC grew through expanding its branch network, offering new products and establishing its own investment banking arm.
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