Client: Enterprise Wealth Management/Financial Services Company
Location: Camas, WA (relocation package can be provided)
Duration: Perm/Direct Hire
Salary: $100,000 - $150,000
Onsite 5 days a week for first 3 months and then hybrid onsite 2-3 days a week.
The Opportunity:
As a Technical Business Analyst, you will be reporting to the PMG Technology Production Support Team Lead to provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will be responsible for understanding the business requirements, identifying process improvements, and designing and implementing solutions. You will have a unique opportunity to contribute to our product development.
The Day-to-Day:
Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected
Monitor production platforms for start of day readiness and general system health
Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
Provide operational and incident support for your assigned applications and modules
Perform root cause analysis on production incidents and propose solutions to prevent recurrence
Define user stories and acceptance criteria based on business requirements
Define business, functional and technical systems requirements accompanied with solution detail, diagrams
Participate in the software development lifecycle
Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination
Provide business recommendations based on critical analysis
Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates
Your Qualifications:
5+ years of experience working as a Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
Hands-on experience in Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security)
Working knowledge of Portfolio management concepts (Positions, Trades, Securities)
Showcase proactive ownership mindset
Ability to analyze various situations and develop creative solutions
Bachelor's degree or equivalent combination of education and experience required