Overview

PRINCIPAL RESPONSIBILITIES

  • Works closely with the Investment Operations team to expose informational, analytical, or workflow-optimizing needs. Regularly and independently interacts with business partners of varying associate/management levels to ensure clarity of the problem/opportunity and elicit business requirements. Estimates the size of the effort required to complete complex enterprise wide/global scale projects.
  • Designs, prototypes, implements, and maintains products that address business needs and achieve enterprise wide/global strategic goals. This may include analyzing, researching, processing and administering investment data; analyzing, developing and deploying reports; and analyzing, designing, creating, and testing software applications.
  • Provides consultancy and advice on functionality, applicability and usability of solutions (process and/or technology) to project requirements.
  • Recognizes and manages business trade-offs and market pressures.
  • Works with business partners to assess related business process changes and impact to users/clients.
  • Guides business partners to ensure communication and organizational preparedness activities occur to address changes as a result of process and/or system changes.
  • Identifies opportunities to improve current processes and act as a champion to change within the business analysis practice.
  • Builds and sustains trusted partnerships and relationships across business and technical functions and external organizations.
  • Interacts with all management and associate levels to understand problems and opportunities as well as to communicate ideas, strategies and solutions.
  • Works closely with Portfolio Managers, Quantitative and Investment Analysts, Traders, and/or Investment
  • Operations leaders to develop solutions to be leveraged by the investment associates.
  • Utilizes strong knowledge of both Investments and data to influence the business.
  • Defines the solution scope and develops the business case to justify the investment necessary to deliver a proposed solution.
  • Incorporates understanding of the business architecture of the organization being analyzed including the organizational structure and relationships that exist between business units to provide guidance on project approach, potential solutions to various project, and problems and opportunities.
  • Stays abreast of business strategy and needs and technology leveraged by the business channels they support and leverage that information in support of the business. Proactively monitors industry trends (both financial and software).
  • Reviews requirements for multiple projects, ensures that documentation is consistent and falls within the standards of the solution delivery methodology.
  • Mentors associates on software development methodologies best practices, business analysis tools and industry knowledge.
  • Evaluates trends and metrics from production support/application management to help guide the business on future projects and initiatives. Evaluates post deployment issues and success to apply best practices to future initiatives.
  • Assists in the support of systems, including taking responsibility for the resolution of large enterprise wide/global complex business and/or technical on-call issues, monitoring the system, and communicating with the vendors regarding problems, to ensure the system is functioning.
  • Investigates, diagnoses, isolates and debugs issues and performs problem resolution / Documents resolution appropriately / Escalates issues to Solutions Consultants, Project Leads or Project Managers if a solution cannot be determined.
  • Continuously seeks to expand knowledge of Investments practice and theory to create efficiencies and/or mitigate risk via people/process/technology changes for the business.

QUALIFICATIONS

  • Bachelor’s Degree and 5+ years’ professional Financial Services experience in an analytical position involving data management and collection, modeling and interpretation across complex data sets.
  • Demonstrated experience in advanced strategic business visioning and planning skills for Investment Operations such as Performance Measurement Operations.
  • Ability to apply acquired knowledge from prior Performance Measurement Operations experience effectively in new and complex situations.
  • Must be able to meet with Investment Operations clients of varying levels to gather, document, and analyze system specifications and requirements, work closely with developers and testers in the fast-paced environment.
  • Possesses ability to use effective facilitation skills and techniques to effectively influence with clients at various levels in the organization.
  • Demonstrated successful mastery of all components of the Systems Lifecycle Development methodology in the context of major systems implementations and especially on projects and initiatives of high complexity.
  • Possesses effective influencing and negotiating skills as well as excellent written and verbal communication skills.
  • Knowledge of when and how to use business assessment and prior experience executing project discovery and investigation, including development of a Cost-Benefit Analysis for a project of moderate size.
  • Extensive experience working on multiple applications/projects supporting one business channel or extensive experience supporting technology-related initiatives for multiple business channels.
  • In-depth understanding of how the people, processes and technology within an organization interact in relationships and patterns to create a feasible solution on highly complex projects.
  • Demonstrated mastery of testing concepts and skilled in formulating test strategies, managing, and executing system testing initiatives.
  • Able to manage change and cope with complex and ambiguous situations.
  • Strong knowledge of relational databases and concepts / Strong SQL skills / Experience using Microsoft Office Suite  Skilled in the use of Visio or other process or flow chart tool
  • Demonstrated experience providing estimation for moderate to complex efforts / Strong analytical, troubleshooting, and problem solving skills / Ability to work both independently and in a team environment
  • Experience with project management and control / Process reengineering/design experience
  • Strong understanding of basic Investment Management principles preferred
  • Disposition to leverage technology to continually improve systems and processes

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.