Albany Beck is a consultancy dedicated to delivering tailored talent and operational solutions to clients across Financial Services and beyond. We partner with leading financial institutions to provide specialist consulting, transformation, and delivery expertise across complex regulatory and operational programmes. Our collaborative model places experienced professionals into high-impact engagements, helping clients navigate change, mitigate risk and deliver strategic outcomes.
Role Overview
Albany Beck are hiring for a Senior Business Analyst to sit within a large-scale custody tax and regulatory remediation programme and support the delivery of key reporting and compliance initiatives across institutional and wealth management servicing operations. Successful candidates will work closely with senior stakeholders across implementation, custody tax, programme delivery, operations, and technology teams to gather requirements, analyse complex data sets, support reporting remediation activities and contribute to strategic programme delivery.
This role requires strong financial services business analysis experience, ideally within custody, asset servicing, wealth management or regulatory reporting environments.
Key Responsibilities
Business Analysis & Requirements Gathering
- Lead requirements gathering activities across tax and regulatory reporting workstreams
- Translate regulatory and business requirements into detailed functional documentation
- Facilitate workshops and stakeholder discussions across implementation and programme teams
- Support delivery planning and programme execution activities
- Contribute to remediation workstreams through detailed analysis and reporting support
Data Analysis & Regulatory Reporting
- Analyse complex custody, transactional, and client data sets
- Support delivery of tax and regulatory reporting obligations
- Validate reporting outputs and investigate reporting discrepancies
- Analyse complex transaction types, including repo activity and institutional client structures
- Support reporting remediation and regulatory compliance initiatives
Testing & Delivery Support
- Participate in testing phases, including external client testing activities
- Support reporting validation and reconciliation activities
- Assist with defect management and issue resolution throughout delivery cycles
- Work closely with technology and operational teams to ensure successful implementation outcomes
Stakeholder Management
- Partner with senior stakeholders across custody tax, implementation, programme delivery, operations, and technology
- Provide leadership within workshops, requirement discussions, and programme meetings
- Escalate risks, issues, and dependencies appropriately throughout programme delivery
Key Skills & Experience
Experience
- Experience within custody, wealth management, institutional asset servicing or banking environments
- Experience supporting regulatory change, remediation or transformation programmes
- Strong stakeholder management experience across business and technology teams
- Experience supporting testing, reporting validation and implementation activities
Regulatory & Domain Knowledge
Strong understanding of:
- Withholding Tax
- CRS
- FATCA
- Tax Reporting
- Regulatory Reporting
- Custody-related reporting obligations
Experience analysing:
- Transactional data
- Complex transaction types, including repo activity
Exposure to:
- Regulatory reporting frameworks
- Institutional and complex trust/partnership client structures
Technical Skills
- Strong data analysis capability
- Experience producing functional and business requirements documentation
- Understanding of reporting and reconciliation processes
- Experience working with complex data-driven environments
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