Jobs · Information Technology · California

Business Systems Analyst, Client Reporting

LABUR · San Francisco, CA · 3 wk ago
Information Technology$75–$80/hrContract
We respectfully request that 3rd parties refrain from contacting us regarding this posting. Overview LABUR is partnering with a client to bring on a Senior Business Systems Analyst who will lead the buildout of a client reporting solution within VestmarkOne, with a focus on performance reporting for managed accounts. This engagement calls for a seasoned BSA who can operate across middle and back office functions, driving the full lifecycle from requirements gathering through go-live in support of a key upcoming product launch. Responsibilities Lead the configuration and buildout of the client reporting solution within VestmarkOne, including performance reporting capabilities aligned to managed account structures Elicit, analyze, and document business requirements from stakeholders across middle and back office teams Translate business and operational needs into detailed functional specifications and platform configuration requirements Perform data mapping and source-to-target analysis to ensure reporting accuracy, consistency, and integrity Facilitate requirements review sessions with key stakeholders and secure formal sign-off on proposed solutions Develop and execute test plans, including coordinating user acceptance testing (UAT) to validate client reporting outputs against business expectations Drive go-live readiness activities, ensuring all reporting configurations meet operational and compliance standards Collaborate cross-functionally with engineering, operations, and business teams to align the reporting solution with downstream workflows and data dependencies Qualifications Managed accounts experience (SMA/UMA) required Middle and/or back office experience in financial services or wealth management Strong business systems analysis background with a proven track record in requirements gathering, documentation, solution configuration, and implementation Demonstrated experience with client and performance reporting platforms Vestmark experience strongly preferred; Addepar reporting experience also considered SQL proficiency for data validation, mapping, and reporting support Bachelor's degree in Finance, Business, Information Systems, or a related field Agile experience is a plus Compensation $75-$80/hr - Dependent on fit and experience

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