Client : Investment / Wealth Management Company
Role : Technical Business Analyst
Compensation : $110K - $140K
Locations : Plano, TX - Camas, WA - Tampa, FL - On Site first 90-days then 1 day a week
Scope :
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.
Education :
- Bachelor's degree or equivalent combination of education and experience required
Experience :
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 specifically on a trading platformMUST have hands-on experience in a trading platforms either Charles River Development or Bloomberg or another like trading platformWorking knowledge of Portfolio trading and investment management concepts (Positions, Trades, Securities)They must have technical experience in modifying and creating SQL queries to pull dataThey must be able to work with API’s and FTP calls in a Microsoft environment.Ability to analyze various situations and develop creative solutionsResponsibilities :
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 expectedMonitor production platforms for start of day readiness and general system healthEffectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendorsProvide operational and incident support for your assigned applications and modulesPerform root cause analysis on production incidents and propose solutions to prevent recurrenceDefine user stories and acceptance criteria based on business requirementsDefine business, functional and technical systems requirements accompanied with solution detail, diagramsParticipate in the software development lifecycleIdentify ways to streamline processes by recommending items for automation, re-structuring, or eliminationProvide business recommendations based on critical analysisMaintain a high-level of accuracy while managing multiple requests with varying complexities and due datesBenefits :
100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careOpportunity 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
Salary : $110,000 - $140,000
