Business Analyst - Investments

Title: Business Analyst - Investments

Location: Austin, Texas (Hybrid-3 days/week in Austin)

Duration: 6 Months Contract

Functional Responsibilities:

• Identify opportunities for improving business processes to be more efficient or effective and assist in the business case vetting and preparation of proposals for information management efforts.

• Coordinate the analysis of program policies and procedures to determine their effect on automated systems and system functional areas.

• Focus on business value to develop ideas, including awareness of industry trends, risk assessments, business continuity, and business capability requirements.

• Coordinate and/or analyze user requirements, procedures, and problems to automate or improve existing systems; and coordinate and/or analyze computer system capabilities, workflow, and scheduling limitations.

• Coordinate the service request life cycle through customer-related service request responses, business requirements coordination, technical specifications and related artifacts review, and monitors system integration and user acceptance testing prior to implementation.

• Coordinate with outside vendors and contractors to complete projects and service requests; and defines, may assign, and evaluate their work.

• Identify potential project risks and difficulties, and designs strategies to mitigate or avoid them.

• Review complex project deliverables such as design documentation, test plans, and risk assessment plans, and provides comments and suggestions to document owners.

• Leads and coordinates process change requests and manage a project’s scope, acceptance, installation, and deployment.

• Correlate business value and priorities to planning activities and goal-setting.

• Develops training curriculum and conduct formal system training.

• Leads and coordinates processes change requests; and manages a project’s scope, acceptance, installation, and deployment.

• Performs other duties as assigned.

Minimum Requirements:

• Graduation from an accredited four-year college or university with major course work in management information systems or business administration.

• 4 years’ Experience planning, eliciting, analyzing, and managing business requirements and monitoring throughout the software development life cycle (SDLC) including regression testing. Validate requirements with Front office / Middle Office / Regulatory stakeholders.

• 4 years’ Experience leading simple and complex business process reengineering and transformation efforts that deliver efficiency improvements in quality and customer experience.

• 4 years’ Experience performing a business relationship manager (liaison) role between functional and technical teams.

• 4 years’ Experience leading project teams and/or operational and strategic organizational efforts that involved managing changes and stakeholder relationships, tracking and communicating performance, ensuring resource availability and allocation, coordinating third parties/vendors and delegating tasks.

• 4 years’ Considerable knowledge of public and private markets, investment concepts, terminology Experience with investment transactions related to: credit & hedge funds, private equity, infrastructure, private real estate, public real estate, public equity.

• 4 years’ Work with Operations teams, Trading desks, Investment teams, Software vendors and internal development teams to continuously improve technology requirements.

• 4 years’ Analyzing and evaluating complex investment information, technology applications, policies, and issues; and developing creative and workable solutions to complex problems and issues.

• 4 years’ Develop and conduct curriculum and training sessions covering new and enhanced systems.

• 4 years’ Experience working in a scrum master role or in an agile scrum environment.

• 4 years’ Experience with projects addressing some of the following fields:

o data management, data quality, data warehousing, data modeling, data migration and integration

o secure file transfers

o enterprise system analysis

o enterprise architecture

o information security principles

• 4 years’ Experience with investments management systems implementations and enhancements:

o Eagle Investment Accounting.

o Bloomberg financial data and transfer.

Preferred Requirements:

• 4 years’ Experience in a wide range of business environments including business consulting.

• 4 years’ Experience with a variety of system implementations and enhancements supporting business areas related to: building operations, finance, benefits processing, procurement, contracts, legal, audit, human resources, vendor relations, project management, and communications.

• 4 years’ Experience with MS Azure DevOps for requirements management, and project implementation.

• 4 years’ Experience with project management software.

• 4 years’ Technical expertise and experience in business systems analysis, system configuration,

information security, and internal control frameworks.

• 4 years’ Technical expertise and experience with reporting databases, database design development, data modeling, mapping.

• 4 years’ Technical expertise and experience conducting enterprise business analysis such as

problem/opportunity analysis, business case and business architecture development, feasibility studies

and comprehensive risk assessments supporting value-based decision-making.

• 4 years’ Technical expertise and experience creating comprehensive system-level documentation, system implementation standards, and training materials for users with varied levels of technical understanding.

• Masters of Business of Administration (MBA), CCBA, CBAP, CSM, CSPO, PMI-PBA, PMP, ITIL, ICGB, or related.

Knowledge, Skills and Abilities:

• Ability to analyze and troubleshoot complex issues and propose solutions.

• Ability to analyze systems and procedures.

• Ability to write and revise standards and procedures.

• Ability to handle multiple projects.

• Ability to communicate effectively using excellent written and verbal communication skills.

• Ability to communicate at all management levels and to communicate with both technical and non-technical personnel.

• Ability to understand each division’s business processes and their dependencies.

• Knowledge of business analysis procedures, business process modeling and design, requirements and process modeling tools, and meeting facilitation.

• Ability to obtain and sustain the cooperation of others.

• Ability to provide excellent customer service.

• Ability to present a professional image and demeanor to internal and external contacts.