Systems Analyst

Description

Position Overview

The Private Wealth Systems Analyst will play a critical and highly visible role within this growing business line. The successful candidate will bring a strong combination of technological expertise and interpersonal skills, enabling effective collaboration with a diverse range of stakeholders across multiple projects and business lines. This role will be hands-on in helping business users solve real-world problems, while also maintaining and documenting both new and existing technologies within operational systems. Example solutions may include—but are not limited to— development of business process automation, workflow automation, custom system integrations, and custom applications using low-code/no-code platforms. Additionally, this role may provide indirect support for the development and maintenance of Private Wealth analytical and reporting systems, including data pipelines and the Private Wealth data warehouse.

Primary Responsibilities:

• Collaborate with internal stakeholders to gather and clarify technical requirements that support day-to-day operations within the Private Wealth business.
• Develop a working knowledge of Private Wealth operational workflows and how technology can enhance efficiency, accuracy, and scalability.
• Assist in the documentation and analysis of current systems, processes, and their effectiveness across Private Wealth operations.
• Support the development and implementation of new process improvements, system automations, and technology integrations under the guidance of the Business Engineer.
• Identify opportunities to enhance existing workflows and propose technology-driven solutions that promote operational scale and efficiency.
• Assist in monitoring and maintaining the health and performance of key operational systems, automations, and internal tools.
• Work closely with both technical and non-technical stakeholders to support the successful delivery of internal projects and solutions.
• Provide documentation, training, and user support for tools, automations, and systems developed or maintained within the scope of this role.
  
  

Critical Success Factors:

• Demonstrates strong accountability and ownership of tasks from initiation through completion
• Thinks critically and develops creative, practical solutions to complex problems
• Works proactively and with a strong sense of urgency
• Manages multiple deadlines effectively while clearly communicating progress and status
• Translates complex or technical topics into clear, accessible language for non-technical stakeholders
• Visualizes and articulates complex concepts, workflows, and system designs as needed
• Collaborates effectively across multiple internal departments—including Private Wealth, Investments, Operations, Sales, IT—and with external vendors
  
  

Req Number BUS-25-00012

Position Requirements

Skills/Qualifications:

• Bachelor’s degree with a major in Management Information Systems or other STEM related fields required.
• 0-2 years’ experience as a systems analyst or similar technical role.
• Basic to intermediate knowledge of SQL and relational database concepts
• Familiarity with APIs, particularly RESTful services, and how they integrate systems
• Understanding of common data file formats such as JSON, XML, and CSV/TEXT
• Ability to document business requirements and create process or data flow diagrams
• Strong analytical thinking, communication, and problem-solving skills
• Exposure to automation or system integrations platforms through coursework, internships, or projects is preferred
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).