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
Strong Business Analysis experience within Financial Services
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
Xceptor experience preferred
Soft Skills
Strong communication and stakeholder management skills
Ability to operate effectively in fast-paced programme environments
Proactive and delivery-focused mindset
Strong analytical and problem-solving capability
Ability to work under pressure and manage competing priorities
Collaborative and adaptable approach
Confident engaging with senior stakeholders and leadership teams
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