Technical Business Analyst

Duties and Responsibilities

· Identify and clearly document business unit requirements.

· Analyze processes, activities, and systems used in current state

· Analyze best practices and capabilities recommended by vendors to support business processes on their software

· Document future-state workflows in new software, along with technical requirements for integrations

· Collaborate with System Architect and Technical Lead to incorporate workflows into overall system designs

· Work closely and collaboratively with leadership and key business stakeholders

· Write a description of business needs, business program functions, and steps required to develop or modify an application/system/process.

· Document requirements in such a way that they may be tested in a standard/repeatable fashion.

· Perform testing of requirements that have been written/documented, to assist with QA.

· Write technical and process documentation and other relevant diagrams and materials.

· Clear obstacles, bird-dog tasks and team member accountability, and escalate issues, as required.

· Assist with broad stakeholder engagement and communications.

· Assist with oversight of 3rd party suppliers that are engaged on efforts.

· Consult with other team members regarding project management standards and activities.

· Coordinate with project teams.

· Create project and process specifications.

· Review current capabilities, workflow, scheduling, lifecycle, and other limitations to determine if a program or program change is possible within an existing system (current vs. future state).

Job Requirements

· 5 years’ experience as a technical business analyst, supporting both application development, infrastructure, and/or security technology initiatives.

· Must have an understanding of and experience with project management methodologies, including iterative development, Agile/Scrum, and structured approaches.

· Must have strong knowledge and experience with MS Project or other project management software (Jira, Confluence, Atlassian Suite, GitHub, Redmine, Version One, Yodiz, SmartSheet, Teams, etc.)

· Must have experience establishing, documenting and maintaining process information.

· Must have experience in financial services.

· Must have experience in at least one of:

• Portfolio accounting, preferably Addepar
• Snowflake or other Data Warehouse applications
• Experience in one of the following is a plus
• Box
• Tamarac
• APX
• Canoe

· Understanding of alternative assets (private equity, hedge funds, etc.) is preferred

· Excellent communication skills, both written and verbal, including the ability to create and deliver technical presentations to technical and non-technical staff, and communicating with executive and operational management.

Education

· Bachelor's degree in Information Technology, Information Systems, Computer Science, Computer Engineering, or a related field required.

· Master’s degree preferred.

Personal Attributes

· Strong customer service orientation.

· Proven analytical and problem-solving abilities.

· Ability to effectively prioritize and execute tasks in a very fluid environment.

· Adept at reading, writing, and interpreting technical documentation and procedures.

· Ability to present ideas and solutions in a customer-friendly way.

· Highly self-motivated and directed.

· Keen attention to detail.

· Skilled at working within a team-oriented, collaborative environment.

· Receptive to feedback, with a personal-growth orientation.

· Positive attitude.