Senior Business Analyst - Private Markets

About the role

The Role This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Private Markets and the expanding Alternative Products space overall. The Senior Business Analyst combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. The Senior Business Analyst is a liaison for the Shareholder Reporting business team to the systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management. Thus, the business analyst performs many sub-roles as business analyst, systems analyst, and project coordinator for the Shareholder Reporting team.

Responsibilities

• Elicit, define, and document systems requirements to the development team.
• Work as a liaison between the Shareholder Reporting business team and the systems groups.
• Provide general application support.
• Document and represent issues to the development team.
• Manage projects and coordinate with various stakeholders.
• Support portfolio management efforts.
• Translate business requirements into technical resources to help develop business solutions that reduce risk, increase business efficiency, and minimize impact.
• Collaborate with product owners to build, prioritize, and maintain product backlogs to focus a team on delivering business solutions with the highest customer experience impact.
• Develop and execute business acceptance tests for end-to-end operational processes and end-users of solutions.
• Analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives.
• Assess and detail business opportunities, benefits, risks, and success factors of potential solutions.
• Implement strategies and techniques to ensure that customer needs are addressed in solution design, resulting in a positive experience with the organization and its products and services at every touch point.
• Utilize MS Office extensively.
• Use database query tools such as Microsoft Access, SQL, Power BI, or Oracle, depending on the project needs.
• Work with Confluence's Unity financial reporting software.
• Work with SunGard’s InvestOne and the Geneva accounting software and related reporting tools.

Requirements

• Bachelor's Degree in accounting, finance, business, business analysis, CIS or the equivalent.
• 4+ years prior experience in the mutual fund industry (previous financial reporting experience with Alternative Investment products preferred).
• 3+ years project experience required (active participation and/or management).

Skills

• Ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment.
• Strong verbal and written communication skills.
• Experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact.
• Experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact.
• Experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions.
• Knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end to end operational processes and end-users of solutions.
• Knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point.
• Extensive understanding of MS Office.
• Experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred.
• Experience with Confluence's Unity financial reporting software is a plus.
• Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus.