What are the responsibilities and job description for the Financial Asset management analyst position at ClifyX?
ob Title: Financial Asset management analyst
Location: Chicago IL
Duration: Fulltime
JOB DESCRIPTION:
8 years of relevant Asset Management experience working as an IT business systems analyst or individuals with business analyst experience looking to transition to technology.
5-7 years of experience in systems development life cycle including the ability to define and document specifications, work with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation with the business partners.
5-7 years of experience conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors.
5 years of experience working in a cross functional environment while supporting multiple lines of stakeholders, such as trading, portfolio management, compliance, and/or risk.
5 years of experience partnering with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts.
5 years of experience analyzing and providing technology recommendations to the business.
3-5 years of working knowledge in Visio, Lucid Chart or other visualization software, with experience building flowcharts to represent workflows.
3-5 years of experience with collaborative tools such as Jira, Azure DevOps (ADO) and Confluence.
Coordinating user acceptance testing between vendor, business and NTAM technology team.
8 years’ experience as business analyst or product member in Investments Asset Management (front office), preferably Trading.
Experience in Order management system, Aladdin OMS, or Charles River focused on Portfolio Management and/or Trading.
Lead teams thru requirements, story writing and sprint planning
Experience with directly working with Portfolio Managers or Traders in Investments, enhancing workflows and user experience.
Preferred Qualifications:
Finance CFA Foundation or CFA certification.
Subject matter expertise and experience with OMS/EMS, Order Management Systems - BlackRock Aladdin, CRD or other widely used enterprise OMS solutions. EMS solutions - Virtu Triton, Bloomberg EMSX.
Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting.
Experience in component-based development (integrating vendor products with in-house developed code).
Strong data analysis skills and working experience in an agile development environment.
Confidence in presenting both strategic and tactical vision to the business team for both big-picture planning and day-to-day management of project goal.
Desire to work with both in-house developed systems and third-party vendor packages.
Excellent communication, interpersonal, analytical, problem solving, organizational and negotiation skills.
Ensuring that system solutions are delivered successfully to the business stakeholders.
Providing deep data support and maintenance of vendor applications and in-house systems, as needed.
Gaining in-depth business knowledge to successfully represent the business community in arriving at technical solutions that support business strategies.
Adapting to changing priorities and managing multiple tasks.
