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.
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
Requirements:
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
About the Client:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Organization's purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
$10,000 fertility, hormonal health and family-forming benefit
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year