Collateral Business Analyst (Platform Migration & Reporting Focus)

Collateral Business Analyst (Platform Migration & Reporting Focus)

Location: London (Hybrid)
Start: ASAP
Duration: 6 months (min)

Role Overview

We are seeking a Collateral Business Analyst to support the final phase of a multi-year collateral platform replacement programme. With standard client migrations already delivered, the focus now shifts to onboarding complex clients and supporting advanced collateral services.

This role will play a critical part in report configuration, rationalisation, client engagement, and testing, ensuring solutions delivered from the new cloud-based platform meet client needs while driving standardisation and efficiency.

Key Responsibilities 1. Reporting & Data Rationalisation (Core Focus)

• Gather and document client reporting requirements across collateral workflows.
• Design and configure reports from the new cloud-based collateral platform to replicate and enhance existing Colline capabilities.
• Drive report standardisation and rationalisation, challenging legacy client-specific formats and promoting scalable, reusable reporting solutions.
• Analyse report usage and data requirements to reduce duplication while maintaining client outcomes.
• Work with technology teams to translate reporting requirements into functional specifications.

2. Business Analysis & Client Engagement

• Engage directly with clients to gather, validate, and refine requirements across reporting, workflows, and migration activities.
• Act as a bridge between clients, operations, and technology, translating business needs into clear requirements.
• Support migration planning for complex clients, ensuring alignment with new platform capabilities.
• Provide SME input on collateral use cases including advanced scenarios (e.g., rehypothecation, optimisation).

3. Testing & Defect Management

• Define and execute test cases for reporting and collateral workflows.
• Perform detailed validation of outputs, identifying discrepancies and exceptions.
• Manage defect lifecycle-working with technology teams and clients to resolve issues efficiently.
• Support User Acceptance Testing (UAT) cycles across client migrations.

4. Collateral Workflow Expertise

• Apply strong understanding of end-to-end collateral processes, including:
  • Margin calculation and calls (VM & IM)
  • Collateral settlement and dispute management
  • Rehypothecation flows
  • Collateral optimisation strategies
• Ensure reporting outputs accurately reflect complex collateral scenarios.

5. Migration & Change Support

• Support onboarding of complex clients and services into the new platform.
• Assist with migration planning, execution, and post-go-live validation.
• Identify risks and propose mitigations related to data, reporting, and workflows.

Required Skills & Experience Collateral & Domain Expertise

• Strong understanding of end-to-end collateral management workflows, including complex use cases (rehypothecation, optimisation).
• Experience working in collateral operations, margining, or related functions.
• Familiarity with reporting outputs and data structures in collateral platforms.

Business Analysis Skills

• 3+ years of Business Analysis experience (or equivalent), ideally within collateral or capital markets.
• Proven ability to:
  • Gather and document requirements (especially reporting-focused)
  • Challenge and rationalise business needs
  • Translate requirements into functional specifications

Systems & Technical Skills

• Experience with collateral platforms such as:
  • CloudMargin (preferred)
  • Colline (highly desirable)
• Strong data analysis skills (Excel essential; SQL beneficial).
• Understanding of cloud-based reporting environments is advantageous.

Client & Stakeholder Management

• Strong client-facing experience with the ability to:
  • Understand client requirements and business drivers
  • Challenge and influence stakeholders constructively
  • Communicate complex concepts clearly to both business and IT audiences

Testing & Delivery

• Experience supporting UAT and defect resolution cycles.
• Strong attention to detail with a structured approach to validation and issue tracking.

Key Performance Indicators (KPIs) Reporting & Rationalisation

• Reduction in number of bespoke client reports vs standardised reports
• % of reporting requirements delivered using scalable standard templates
• Accuracy and completeness of configured reports (low defect rate)

Delivery & Quality

• Timely delivery of requirements, testing, and migration milestones
• UAT defect leakage rate and resolution turnaround time
• Quality of documentation (minimal rework required by technology teams)

Client Outcomes

• Client satisfaction scores during migration and onboarding
• Successful adoption of standardised reporting solutions
• Reduction in client-reported issues post-migration

Operational Efficiency

• Reduction in duplicate or redundant reporting outputs
• Improvement in report generation efficiency and turnaround times
• Identification and implementation of process improvements l

Risk & Control

• Accuracy of collateral reporting for complex use cases
• Reduction in reporting-related exceptions during testing and production
• Compliance with internal data and control standards

Ideal Candidate Profile

• Strong mix of collateral domain expertise + BA skillset + client-facing ability
• Comfortable challenging clients constructively to drive standardisation
• Experienced working on large-scale transformation or migration programmes
• Hands on, detail oriented, and able to operate in a fast paced delivery environment

Vantage Point Global is fully committed to being an Equal Opportunities, inclusive employer. We are passionate about attracting diverse talent, and welcome applications regardless of ethnicity, culture, age, gender, nationality, religion, disability, or sexual orientation.