Sr. Investment Management BSA

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Sr. Investment Management Business Systems Analyst - Project Delivery Specialist II you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.

Work you'll do/Responsibilities

Business Systems Analyst will be responsible for supporting existing technology solutions and assisting with ongoing technology initiatives within the Investment Accounting and Corporate Action business teams. The best candidate will have a strong foundation in business requirements, data analysis, SDLC, and the asset/investment management industry.

• Collaborate with portfolio managers, traders, and other stakeholders to gather, document, and analyze specific business requirements related to investment management and the IBOR application.
• Work with technical teams to design IBOR solutions that meet investment management needs, ensuring alignment with industry best practices and regulatory requirements, and prepare comprehensive documentation including functional specifications and user guides.Act as a liaison between business users and technical teams, facilitate meetings, provide training to end-users, and offer ongoing support post-implementation.
• Develop a detailed understanding of the Investment Accounting/Corporate Action workflows and current technology solutions that support investment management operations.
• Partner with the data team in evaluating processes, anticipating requirements, and identifying opportunities for application or workflow enhancements.
• Develop and execute test plans and test cases specific to investment management processes, coordinate and participate in user acceptance testing (UAT) to ensure the IBOR application meets business needs and regulatory standards.
• Assist in project planning and tracking for IBOR-related initiatives, identify opportunities for process improvements in investment management workflows, and work with stakeholders to implement changes that enhance the efficiency and effectiveness of the IBOR application.
• Drive cross-product, cross-portfolio, and cross-program collaboration in order to address interdependencies, ensure high levels of engagement and align stakeholders.
• Drive collaboration with project leader peers to model and influence best practices, share feedback and lessons learned. Establish onboarding plans for new resources, ensuring they have access to the right tools, people, and information so that they can start contributing quickly.
• Take initiative for the cross-functional product team to operate as effectively as possible with a focus on alignment, communication, and processes and scale.
• Provide timely communication of relevant data to senior leadership for decision making.
• Use metrics and controls to measure progress, take preventative and corrective action and escalate issues and risks when necessary.
• Remove roadblocks for the product teams regarding processes, tools, responsibilities as well as drive accountability and escalate challenges as needed.
• Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
• Independently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes

The Team

Our Core Technology Operations (CTO) team offers differentiated operate services for our clients with solutions to help organizations scale and optimize critical business operations, drive speed to outcome, deliver business transformation, and build resilience in an uncertain future.

Qualifications

Required

• 7+ years of experience working as a Business Systems Analyst
• 7+ years of Quality assurance and Data Analytics Experience
• 7+ years of experience working with IBOR
• Prior experience working in Investment Management/Banking Industry
• Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
• Limited immigration sponsorship may be available
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

• Analytical/ Decision Making Responsibilities
• Analytical ability to manage multiple projects and prioritize tasks into manageable work products
• Agile certifications
• Previous leadership experience preferred.
• Project management certification (PMP) a plus.
• Can operate independently or with minimum supervision
• Excellent Written and Communication Skills
• Ability to deliver technical demonstrations

Information for applicants with a need for accommodation:

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Sr. Investment Management Business Systems Analyst - Project Delivery Specialist II you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.

Work you'll do/Responsibilities

Business Systems Analyst will be responsible for supporting existing technology solutions and assisting with ongoing technology initiatives within the Investment Accounting and Corporate Action business teams. The best candidate will have a strong foundation in business requirements, data analysis, SDLC, and the asset/investment management industry.

• Collaborate with portfolio managers, traders, and other stakeholders to gather, document, and analyze specific business requirements related to investment management and the IBOR application.
• Work with technical teams to design IBOR solutions that meet investment management needs, ensuring alignment with industry best practices and regulatory requirements, and prepare comprehensive documentation including functional specifications and user guides.Act as a liaison between business users and technical teams, facilitate meetings, provide training to end-users, and offer ongoing support post-implementation.
• Develop a detailed understanding of the Investment Accounting/Corporate Action workflows and current technology solutions that support investment management operations.
• Partner with the data team in evaluating processes, anticipating requirements, and identifying opportunities for application or workflow enhancements.
• Develop and execute test plans and test cases specific to investment management processes, coordinate and participate in user acceptance testing (UAT) to ensure the IBOR application meets business needs and regulatory standards.
• Assist in project planning and tracking for IBOR-related initiatives, identify opportunities for process improvements in investment management workflows, and work with stakeholders to implement changes that enhance the efficiency and effectiveness of the IBOR application.
• Drive cross-product, cross-portfolio, and cross-program collaboration in order to address interdependencies, ensure high levels of engagement and align stakeholders.
• Drive collaboration with project leader peers to model and influence best practices, share feedback and lessons learned. Establish onboarding plans for new resources, ensuring they have access to the right tools, people, and information so that they can start contributing quickly.
• Take initiative for the cross-functional product team to operate as effectively as possible with a focus on alignment, communication, and processes and scale.
• Provide timely communication of relevant data to senior leadership for decision making.
• Use metrics and controls to measure progress, take preventative and corrective action and escalate issues and risks when necessary.
• Remove roadblocks for the product teams regarding processes, tools, responsibilities as well as drive accountability and escalate challenges as needed.
• Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
• Independently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes

The Team

Our Core Technology Operations (CTO) team offers differentiated operate services for our clients with solutions to help organizations scale and optimize critical business operations, drive speed to outcome, deliver business transformation, and build resilience in an uncertain future.

Qualifications

Required

• 7+ years of experience working as a Business Systems Analyst
• 7+ years of Quality assurance and Data Analytics Experience
• 7+ years of experience working with IBOR
• Prior experience working in Investment Management/Banking Industry
• Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
• Limited immigration sponsorship may be available
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

• Analytical/ Decision Making Responsibilities
• Analytical ability to manage multiple projects and prioritize tasks into manageable work products
• Agile certifications
• Previous leadership experience preferred.
• Project management certification (PMP) a plus.
• Can operate independently or with minimum supervision
• Excellent Written and Communication Skills
• Ability to deliver technical demonstrations

Information for applicants with a need for accommodation:

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.