Technical Business Analyst

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

Work Authorization: USC or Green Card or H1B with I140 approved – if you do not have an I140 approved, we can still work with you only if you have at least 2.5-3 years left on your H1B before it expires.

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:

• YOU MUST have hands-on experience in a trading platforms either Charles River Development or Bloomberg or another like trading platform
• 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 platform
• They must have technical experience in modifying and creating SQL queries to pull data
• Working knowledge of Portfolio trading and investment management concepts (Positions, Trades, Securities)
• They must be able to work with API’s and FTP calls in a Microsoft environment.
• Ability to analyze various situations and develop creative solutions

Responsibilities:

• 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 expected
• Monitor production platforms for start of day readiness and general system health
• Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
• Provide operational and incident support for your assigned applications and modules
• Perform root cause analysis on production incidents and propose solutions to prevent recurrence
• Define user stories and acceptance criteria based on business requirements
• Define business, functional and technical systems requirements accompanied with solution detail, diagrams
• Participate in the software development lifecycle
• Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination
• Provide business recommendations based on critical analysis
• Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates

Benefits:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family 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 care
• Opportunity 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