Role Overview
We are seeking a Project & Business Analyst to drive automation initiatives across our brokerage operations. In this role, you will act as the key bridge between Business/Operations teams and IT/vendor partners, identifying manual and inefficient processes, translating them into clear automation requirements, and managing the delivery of automation projects from scoping through to go-live.
This is a hands-on role suited to someone who enjoys digging into how a process works, spotting where it breaks down, and driving the fix end-to-end.
Key Responsibilities
- Work with Operations, Sales, and Compliance teams to map existing manual workflows (e.g. trade reconciliation, client onboarding, reporting, billing) and identify automation opportunities.
- Translate business pain points into clear, structured requirements — process flows, data mapping, logic rules, and acceptance criteria — for IT teams or external vendors to build against.
- Prioritise automation opportunities based on effort, impact, and risk, and present recommendations to stakeholders.
- Own end-to-end delivery of automation projects: scoping, timeline planning, milestone tracking, risk/issue management, and stakeholder reporting.
- Coordinate across IT, vendors, Operations, and Compliance to keep projects on track and resolve blockers quickly.
- Plan and coordinate User Acceptance Testing(UAT) — write test scenarios, execute testing, log defects, and retest fixes with the technical team.
- Prepare clear status updates, decision logs, and post-implementation reviews for senior stakeholders.
- Act as the main point of contact between Business/Operations and IT/vendors throughout each project, ensuring requirements are accurately understood and delivered.
- Manage expectations across teams with competing priorities and escalate where necessary.
Qualifications& Requirements
- Bachelor's degree in Business, Finance, Data Analytics, Computer Science, or a related field, or equivalent relevant work experience.
- Relevant experience in business analysis, project management, process improvement, automation, operations, or related fields is preferred. Fresh graduates with relevant internship, project, or academic experience are welcome to apply.
- Proficiency in Excel (including macros/VBA) and SQL; familiarity with RPA tools (e.g. UiPath, Power Automate) or Python is an advantage.
- Proficient in AI productivity tools (e.g. ChatGPT, Copilot, Claude).
- Strong analytical and problem-solving skills.
- Excellent stakeholder management and communication skills.
- Professional fluency in English and Mandarin (written and spoken). This role requires regular interaction with Mandarin-speaking clients, business partners, and stakeholders; therefore, the ability to communicate effectively in spoken and written Mandarin is required.
- Detail-oriented, organised, and comfortable managing multiple priorities in a fast-paced environment.