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Business System Analyst

1 month ago


Oaks, United States Saxon Global Full time
SEI Investments
Oaks, PA (hybrid preferred but may consider remote within EST and comfortable with travel to Oaks, PA quarterly)
Business Systems Analysts
2 Step I/V Process

Must Have:
- Financial domain and EDM Experience
- Experience setting up security, equities, pricing.
- SQL skills (for a BA to do data discovery)
- AGILE skills and tools like jira/confluence
  • Candidate must have strong knowledge in investment management data domains - portfolio holdings, portfolio attributes, indexes, reference data (country, exchange, and currency), market data, and corporate actions.
  • Strong understanding of operating models (Agile & Waterfall) with ability to gather requirements and document BRD/FRD
  • Preferred hands on experience on either on Geneva , Investone or Investran accounting system experience.
  • Expertise in using MS Office Tool Suite (including Outlook, Word, PowerPoint, Visio & Excel)
  • Implement strategic and technical solutions for problems reported by business and operations team by identifying the root cause.
  • Work with solutions team to identify and document business goals and strategies.
  • Work with Project/Product owner to define project goals and ensure timely delivery of milestone items
  • Create stories appropriate from Epic or Feature level requirements
  • Document requirement using JIRA and Confluence and maintain traceability matrix.
  • Understand and document Functional, Technical and Non-Functional requirements related to system enhancement for none to minimal impact to an existing system
  • Create process diagrams, flow diagrams and/or UI mockups for application functional requirements with keeping user experience in focus.
  • Create and deliver data mapping documentation for reporting requirements
  • Help with Production issues root cause analysis and resolution.
  • Create and maintain Product Backlog
  • Work with SCRUM Master and development team to coordinate planning of Agile/Scrum sprints for SDLC deliverables
  • Provide UAT sign off during each sprint cycle
  • Actively communicate all road blocks and/or receive sign off for sprint deliverable from respective stakeholders.
  • Help identify process gaps and define enriched processes for better SDLC and IT solutioning.
  • Strong domain knowledge of various asset classes and market attributes that define them.
  • Strong knowledge in investment management data domains - portfolio holdings, portfolio attributes, indexes, reference data (Static and time series), market data and corporate actions.
  • Strong understanding of operating Models (Agile & Waterfall) with ability to gather requirements and document BRD/FRD
  • Good data analysis skills. Should have Excellent understanding of Excel and SQL is must.
  • Knowledge of Jira is must.

Required Skills : - Financial domain and EDM Experience - Experience setting up security, equities, pricing. - SQL skills (for a BA to do data discovery) - AGILE skills and tools like jira/confluence
Basic Qualification :
Additional Skills :
Background Check :Yes
Drug Screen :Yes
Notes :
Selling points for candidate :
Project Verification Info :Client Letter (with no end date) Exhibit A Vendor Letter
Candidate must be your W2 Employee :No
Exclusive to Apex :No
Face to face interview required :No
Candidate must be local :No
Candidate must be authorized to work without sponsorship ::No
Interview times set : :No
Type of project :Other Project Type
Master Job Title :Bus. Analyst: Technical
Branch Code :Philadelphia