Business Analyst; Private Markets

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefit from a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/5 support.

Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK and Luxembourg, Guernsey, South Africa and Mauritius.

We operate as #One Global Thread  in line with our values:
We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit a Business Analyst to join our global team.

We are hiring a Business Analyst to play a key role in the implementation and ongoing management of Sonata One's solutions for our clients.

This is an internally focused role within our Implementation team, responsible for how Sonata One itself operates. The BA is responsible for design, documentation and improving our internal processes, so that every service line runs in a consistent, controlled and scalable way. This includes working alongside our learning and development team ensuring our people are trained to deliver those processes well.

This is a varied role sitting at the intersection of implementation, operations, CRM and technology. You will work directly with our internal stakeholders, namely the technology and operations function to understand their requirements, processes and objectives, translating these into clear business requirements and actionable plans.

This is a critical role to the scaling and success of Sonata One. We are transforming into a larger business which requires structure at all levels. You will be a trusted internal advisor, helping senior members of the team understand how Sonata One works, identifying and opportunities to improve processes and ensuring that implementations are delivered effectively.

The role will suit someone who is structured, logical, enjoys working with people, asking questions, understanding how businesses operate and turning complex requirements into clear, structured solutions.

• Map current-state processes across service lines:
  Subscription, KYC/AML, Tax, Transfer Agency and investor portal
• Understand and identify the gaps that exist in our existing processes, specifically between teams and the interplay between functions
• Design target state processes that are standardised, efficient and scalable. We operate as one global team and do not necessarily need different procedures for different jurisdictions
• Revamp and maintain our central process library: process maps, standard operating procedures, guides, and policies, including any newly developed documentation.
• Working with the implementation manager to define an effective client lifecycle. Map workflow from business development to Implementation and ongoing BAU
• Build strong relationships with client stakeholders and act as a key point of contact throughout implementation projects
• Gather, document and analyse business and functional requirements
• Translate internal requirements into clear actions, processes and deliverables for internal teams, specifically technology and operation
• Identify dependencies, risks, issues and potential blockers and work collaboratively to resolve them

• Find gaps, bottlenecks, manual workarounds and control weaknesses in how we operate today.
• Prioritise improvements by impact, risk and effort, and build the business case where investment is needed.
• Track improvement initiatives through to delivery and measure the benefits.
• Turn feedback from client implementations, passed on by the external BA, into internal fixes.

• Work with the learning and development lead to design and deliver training for Sonata One staff on processes, systems and controls.
• Build onboarding pathways for new joiners in each team
• Check understanding and adherence through refreshers and spot checks, in partnership with team leads