Advisory Trading Business Systems Analyst II

The Business Systems Analyst (BSA) II role will play a key role in supporting the Advisory Trading Team by assisting with project deliverables, contributing to change initiatives, and ensuring seamless day-day production output. This dynamic role offers the opportunity to collaborate with cross-function teams, optimize workflows, and be instrumental in the efficiency and success of the trading environment. This individual will provide subject matter expertise, identify business requirements, create project and process specifications, test for new and/or enhanced systems, and assist with production implementations, while supporting projects under the direction of the leader or project manager. In addition, the role will provide day-to-day support for the production processing team by assisting with trade event support, workflow development and process improvements, risk mitigation/controls and audits, data and metrics, and issue triage and resolution.

Key Responsibilities

• Represent business and provide expertise on project initiatives; identify business requirements, assess design and process specifications, create accurate documentation, drive progress against project plan, and provide timely updates across our organization through the life of the project.

• Act as liaison for team between other business units, technology, and external vendors. Establishes and maintains effective working relationships across our organization or with external firms and vendors.

• Lead/facilitate problem solving and troubleshooting of issues to help advance project scope or to address production issues.

• Provide day-to-day support for production team through data analysis, oversight of systems/workflows, and coaching/guidance on processes and tools.

• Identify and implement process improvements for the business unit by recommending changes to policies, procedures, and business model with guidance from leader.

• Monitor and assess potential business-driven or regulatory changes impacting the team; assist leader with setting strategy, defining priority, and implementing change using appropriate change controls.

Required Qualifications

• Associate degree or equivalent experience (2-years)

• 3 years of relevant experience

• Strong understanding of the financial services industry
  

Preferred Qualifications

• Bachelor's degree

• Solid understanding of 1-3 applications within platform (such as InvestCloud or APL trading applications)

• Industry experience with advisory programs and/or model-based trading

• Proficient in data analysis leveraging tools such as Access, Excel, Power BI, or Denodo

• Ability to present and facilitate decision making to drive outcomes

• Ability to understand and apply technology as it relates to the business

• Demonstrated ability to effectively manage multiple work assignments while being able to shift priorities

• Strong work ethic, high standards for accuracy and high level of personal accountability

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

The estimated base salary for this role is $65,400 - $88,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full time

Exempt

Business Support & Operations

CLEAR Clearing