New York, New York, United States · Hybrid
$90k–$110k/yr
Job DetailsLevel: ExperiencedJob Location: Corporate Office - New York, NY 10004Salary Range: $90,000.00 - $110,000.00 Salary/yearTitle: Business Analyst Department: Depositary, CSD, & Issuer Services (DCI) Office Hours:…
Skills: Business Analysis, Requirements Gathering, User Acceptance Testing, Process Improvement, Project Management
New York, New York, United States · Hybrid
$110k–$120k/yr
Job DetailsLevel: ExperiencedJob Location: Corporate Office - New York, NY 10004Salary Range: $110,000.00 - $120,000.00 Salary/yearPosition: Project Manager (Client Onboarding) Department: Product Working hours: Monday -…
Skills: Project Management, Client Onboarding, Business Analysis, Stakeholder Coordination, Salesforce
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The Business Analyst will support the innovation delivery life cycle by gathering business requirements and coordinating with product owners. They will also assist in testing, process improvement initiatives, and maintaining system documentation.
Candidates must hold a bachelor's degree and possess 2 to 4 years of experience in business analysis, operations, or project management. Strong analytical skills, proficiency in Microsoft Office, and the ability to work effectively within a team are required.
Job DetailsLevel: ExperiencedJob Location: Corporate Office - New York, NY 10004Salary Range: $90,000.00 - $110,000.00 Salary/yearTitle: Business Analyst
Department: Depositary, CSD, & Issuer Services (DCI)
Office Hours: Monday – Friday 9:00AM – 5:00PM, HYBRID
The Business Analyst will work closely with the Manager, Business Architecture, to support the innovation delivery life cycle within the DCI team. The role focuses on gathering and analyzing requirements, coordinating with product owners, and assisting in the planning and execution of development strategies.
Collaborate with the Manager: Assist in representing the DCI team during cross-department innovation delivery meetings and initiatives.
Requirement Gathering: Work closely with stakeholders to gather and document business requirements, translating them into clear, actionable tasks for the development team.
Testing & Validation: Support UAT by preparing test scenarios, coordinating testing efforts, and ensuring feedback loops are established with system users.
Process Improvement: Contribute to identifying process improvements and efficiency gains within system workflows, working with system users to gather feedback for continuous development.
User Liaison: Assist in liaising with internal and external clients, ensuring clear communication regarding system updates, new features, and any testing efforts.
Client Reporting: Assist with reconciling monthly reports sent out to clients.
Documentation: Support the maintenance of DCI Atlassian spaces by keeping documentation, guides, and training resources pertaining to GTS systems updated and organized.
QualificationsQualifications
Bachelor’s degree
2 – 4 years’ experience business analysis, operations or project management, ideally within financial services or related areas
Proven ability to organize, prioritize and manage deadlines
Proven ability to work both independently and within a team.
Proven versatility in understanding different markets and their system needs
Outstanding attention to detail with excellent analytical skills
Desire to innovate and improve upon processes
Strong verbal and written communication skills
Advanced Proficiency in Microsoft Office suite, particularly Excel
Ability to maintain professionalism with colleagues and clients
Commitment to providing the highest level of service for client satisfaction
Accommodations
The role requires sitting for extended periods of time and the ability to speak and hear. Specific vision abilities include close vision for data entry.
Reasonable accommodations may be made to ensure individuals with disabilities can perform essential functions. GlobeTax is an Equal Employment Opportunity Employer.
Information Security Roles & Responsibilities
The Business Analyst is responsible for adhering to policies and procedures pertaining to the protection of confidential data, particularly sensitive client information as well as ensuring that all team members follow suit.
*Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time;
*This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned;
*This job description is subject to change at any time
No Investor Overpays Withholding Tax
GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns. Over the past three decades, the firm has become the world’s leading provider of withholding tax recovery solutions to meet the needs of every participant in the global custody chain. For investors seeking to recover taxes through relief at source, quick refund, and post-payable reclaim processes, GlobeTax provides a comprehensive outsourced recovery solution. In this capacity, we procure all documentation, monitor cross-border income, manage elections, file reclaim applications, and perform follow up, ensuring that all entitlements are returned to client accounts. GlobeTax services financial institutions such as banks and brokers, as well as investors such as hedge funds, asset managers, pensions, endowments, family offices, and high net worth individuals, among others. In addition to recovering taxes on behalf of financial institutions and their investor clients, GlobeTax serves as the primary tax processing agent for all four ADR-issuing depositary banks in the United States, and helps global market infrastructure providers such as CSDs, custodians, and local agents similarly manage inbound claims. In these combined capacities, we process more than 20 million reclaims a year for clients in more than 40 countries. Contact us at [email protected] to learn more about how you can benefit from our services.
Offices: One New York Plaza, 34th Floor, New York, NY 10004, US
No Investor Overpays Withholding Tax
GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns. Over the past three decades, the firm has become the world’s leading provider of withholding tax recovery solutions to meet the needs of every participant in the global custody chain. For investors seeking to recover taxes through relief at source, quick refund, and post-payable reclaim processes, GlobeTax provides a comprehensive outsourced recovery solution. In this capacity, we procure all documentation, monitor cross-border income, manage elections, file reclaim applications, and perform follow up, ensuring that all entitlements are returned to client accounts. GlobeTax services financial institutions such as banks and brokers, as well as investors such as hedge funds, asset managers, pensions, endowments, family offices, and high net worth individuals, among others. In addition to recovering taxes on behalf of financial institutions and their investor clients, GlobeTax serves as the primary tax processing agent for all four ADR-issuing depositary banks in the United States, and helps global market infrastructure providers such as CSDs, custodians, and local agents similarly manage inbound claims. In these combined capacities, we process more than 20 million reclaims a year for clients in more than 40 countries. Contact us at [email protected] to learn more about how you can benefit from our services.
Offices: One New York Plaza, 34th Floor, New York, NY 10004, US
