Responsibilities:
The Business Analyst, Information Technology is responsible for the following:
Recognize business needs and gather business requirements for projects and work through any information conflicts.
Assist with end-user requests/inquiries and testing of new functionality for internally built Order Management System (OMS).
Analyze business groups’ requirements to apply available technology solutions to benefit business processes.
Provide assistance in managing of data across multiple applications and platforms, create data reconciliation procedures.
Support Portfolio Asset Management (PAM) for Securities Investment Accounting System.
Liaise between business groups (operations, investment management and investment accounting) to ensure PAM data integrity and accuracy.
Responsible for coordinating testing efforts for functionality and regulatory fixes as well as annual upgrades of PAM across business and technology units.
Build SQL queries against core PAM database tables to facilitate various inquiries. Support in-house interfaces and extracts out of PAM, automate PAM related processes.
Understand cash, income, factors and adjustable rates when applied to current holdings, troubleshoot any discrepancies and correct issues.
Work within a group of technology individuals to support various third party and internally developed applications in several offices.
Translate business analysis into technology requirements. Work with application developers to create new solutions.
Obtain detailed knowledge of investment and asset management processes and strategies; seek relevant technology products to introduce to investment personnel and providing expertise in automating processes.
Participate in Data Stewardship capacity with Eagle Investment Systems Performance and Data Warehouse system; monitor data file loads, troubleshoot load errors, research and resolve security resolution issues.
Generate performance and financial reports via Eagle Pace client; assist in developing Eagle Portal reporting structure.
Applicant must meet ALL of these requirements. Description:
Position Summary:
Reporting to IT Director, the Business Analyst is responsible for providing application support to business groups. Business groups range from back office operations to investment management. The candidate will heavily rely on technical expertise with business related applications along with knowledge of investment products. Thorough understanding of complete trade order processing, from trade origination to settlement is one of key requirements for this role. Previous experience working with portfolio accounting and order management systems is required.