Business System Analyst

Company Description

Octopus Technologies Corp. is a forward-thinking systems integrator and financial solutions provider, for BFSI organizations. By integrating advanced technology, we enhance operational efficiency and support data-driven decision-making for our clients. Our tailored solutions help clients navigate complex financial landscapes, fostering growth and profitability. With a team of skilled professionals, we deliver top-notch consulting and technical support to empower our clients to achieve their financial goals with confidence.

Role Description

This is a full-time, hybrid role for a Business System Analyst located in Makati City Metro Manila. The Business Systems Analyst (BSA) supports digital transformation and system optimization initiatives for the Trust, Wealth Management, and Fund Services divisions. The role bridges business requirements and technical solutions to enhance portfolio management, fund accounting, trust operations, compliance reporting, and client servicing platforms.

The BSA ensures systems align with BSP regulations, investment governance standards, and BDO's internal risk framework while improving operational efficiency and client experience.

Key Responsibilities

1. Business Requirements & Process Analysis

• Gather and document business requirements from Trust Officers, Portfolio Managers, Fund Accountants, Compliance, and Operations teams.
• Analyze current trust and wealth workflows (UITF management, discretionary portfolios, fiduciary accounts, estate planning administration).
• Translate functional requirements into system specifications (BRD, FRD, user stories).
• Identify automation opportunities in trade lifecycle, NAV computation, performance reporting, and client onboarding (KYC/AML).

2. Systems & Platform Support

• Support core trust and wealth platforms such as:
• Portfolio Management Systems (PMS)
• Fund Accounting Systems
• Client Relationship Management (CRM)
• Regulatory Reporting Systems
• Coordinate enhancements, configuration updates, and system integrations (core banking, treasury, custodian interfaces).
• Conduct UAT (User Acceptance Testing) and manage defect resolution.

3. Regulatory & Compliance Alignment

• Ensure systems comply with:
• BSP Trust regulations
• AMLA requirements
• FATCA/CRS reporting standards
• Assist in audit support and regulatory reporting automation.
• Document controls and risk mitigation measures.

4. Data & Reporting

• Develop and enhance dashboards for:
• AUM (Assets Under Management)
• Portfolio performance
• Trust income and fees
• Client segmentation analytics
• Collaborate with data teams for data warehouse integration and MIS reporting.

5. Stakeholder & Project Management

• Act as liaison between IT, Digital Banking, Risk, and Trust Business Units.
• Participate in digital initiatives such as:
• Online wealth portals
• Mobile trust account access
• Automated investment advisory tools
• Support Agile or Waterfall project delivery frameworks.

Qualifications

Education

- Bachelor's degree in Information Technology, Computer Science, Finance, Economics, or related field.

Experience

- 37 years experience as Business Analyst / Systems Analyst in:

Banking

- Trust / Wealth Management

- Investment or Fund Services

- Experience in trust systems, fund accounting, or portfolio management platforms preferred.

Technical Skills

- Business Process Modeling (BPMN)

- SQL & data analysis

- API integration concepts

Knowledge of:

- Core banking systems

- Fund accounting

- Trust accounting

- CRM systems

- Domain Knowledge (Highly Preferred)

- Unit Investment Trust Funds (UITFs)

- Discretionary portfolio management

- Estate & fiduciary administration

- Custodianship & settlement processes

- Performance attribution & NAV computation

Soft Skills

- Strong stakeholder communication

- Analytical and documentation skills

- Risk and compliance awareness

- Detail-oriented with governance mindset