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Senior Business Analyst

1 month ago

Arlington, Texas, United States Fisher Investments Full time
Job Summary

We are seeking a Senior Business Analyst to join our Technology Business Services team. As a key member of our Portfolio Engineering and Trading Technology Team, you will provide business/product support in order and execution management. You will work closely with Client Guidelines and Assurance, Portfolio Engineering, Portfolio Implementation, Traders, and Trading Operations to ensure daily operations run smoothly.

Key Responsibilities:

* Foster dialogue and communication between internal business customers, Technology Teams, and application vendors
* Partner with business customers to understand their challenges and formulate optimal solutions
* Bridge the gap between Technology and Portfolio Management Teams
* Take ownership of configuration tuning, deployment, testing, and post-deployment support
* Document new requirements, configure, and tune the application to meet user needs
* Engage in and facilitate User Acceptance Testing on workflows and resolve issues
* Maintain insight and build forward-looking plans to effectively write business, functional, and technical requirements
* Develop and convey business, functional, and technical systems, along with runbook and guiding supporting documentation
* Monitor production platforms for start of day readiness and general system health

Requirements:

* Bachelor's degree in Finance, Economics, Computer Science, Engineering, Physics, Math, or related field
* 5+ years of experience working as a Technology Business Analyst or Product Manager supporting business-critical applications in a Wealth or Investment Management Technology team
* 2+ years of experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts, and Result Sets
* Strong working knowledge of order management concepts, workflows, and terminology to partner with Portfolio Implementation and Trading Team members
* Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered)
* Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation, and Trade Lifecycle processes
* Strong understanding of Compliance workflows and Rule Writing within Order Management Systems
* Ability to write, update, and execute SQL queries
* Strong understanding of the Agile Software Development Lifecycle
* Proficiency with process diagramming and project management tools

What We Offer:

* 100% paid medical, dental, and vision premiums for you and your qualifying dependents
* 20 days of PTO, plus 10 paid holidays
* Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
* Opportunity to participate in our hybrid work from home program, with up to 75 days of remote work per year