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Job Description

The Opportunity:

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.

The Day-to-Day:

  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

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

Your Qualifications:

  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

  Hands-on experience in Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security)

  Basic SQL knowledge

  Working knowledge of Portfolio management concepts (Positions, Trades, Securities)

  Showcase proactive ownership mindset

  Ability to analyze various situations and develop creative solutions

Bachelor's degree or equivalent combination of education and experience required null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.