Lead Business Analyst for Financial Technology

2 months ago

Plano, Texas, United States Fisher Investments Full time

Overview

Are you interested in becoming a key player in a global technology division for a leading financial advisory firm? Our Technology department is at a pivotal moment as we invest in advancing our firm's technological capabilities. With our business expanding internationally, we recognize the necessity of cultivating an exceptional technology team that drives future global growth through innovative solutions and systems. We are dedicated to supporting our firm's diverse operations and are eager to enhance that foundation by bringing in more seasoned technologists to our team.

The Opportunity:

We are seeking a professional to take on the role of Senior Business Analyst - Charles River Development Platform Owner within our Technology Business Services team. This position entails providing business and product support for order and execution management. You will collaborate with various teams including Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Model Construction and Maintenance), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions), and Trading Operations (Post Trade) to facilitate daily operations. A solid understanding of the Order and Trade Lifecycle is essential. You will engage closely with the Charles River user community to identify their needs for efficiency improvements and new functionalities, partnering with Charles River and our internal teams to design and implement necessary solutions. Reporting to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team, you will play a vital role in our operations.

The Day-To-Day Responsibilities:

  • Cultivate effective communication and dialogue between internal business stakeholders, Technology Teams, and application vendors.
  • Collaborate with business stakeholders to comprehend their challenges and devise optimal solutions for implementation and resolution.
  • Act as the intermediary between Technology and Portfolio Management Teams (Portfolio Engineering, Portfolio Implementation & Trading).
  • Take responsibility for configuration tuning, deployment, testing, and post-deployment support.
  • Document new requirements, configure, and adjust the application to meet user needs.
  • Facilitate User Acceptance Testing on workflows and address any issues that arise.
  • Maintain insights and develop forward-looking plans to effectively articulate business, functional, and technical requirements in the form of user stories within the Agile/Scrum framework.
  • Create and communicate business, functional, and technical systems documentation, including runbooks and supporting materials.
  • Monitor production platforms to ensure readiness at the start of the day and maintain overall system health.
  • Clearly convey business, functional, and technical systems requirements, accompanied by solution details, diagrams, and supporting documentation.

Your Qualifications:

  • Bachelor's degree in Finance, Economics, Computer Science, Engineering, Physics, Math, or equivalent work experience.
  • Over 5 years of experience as a Technology Business Analyst or Product Manager supporting mission-critical applications within a Wealth or Investment Management Technology team.
  • At least 2 years of hands-on 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 engage meaningfully with Portfolio Implementation and Trading Team members.
  • Experience with Front/Middle/Back Office operations using Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered).
  • In-depth understanding of Equities and Fixed Income – Market Securities Data, Order Generation, and Trade Lifecycle processes.
  • Strong grasp of Compliance workflows and Rule Writing within Order Management Systems.
  • Proficiency in writing, updating, and executing SQL queries.
  • Comprehensive understanding of the Agile Software Development Lifecycle.
  • Proficiency with process diagramming and project management tools.

Why Fisher Investments:

We are driven by a greater purpose: enhancing the investment landscape. We take pride in our inclusive culture, our tailored learning and development framework for every employee, and our Great Place to Work Certification. Our people are the foundation of the Fisher mission, and we invest in them by offering exceptional benefits, including:

  • 100% coverage of medical, dental, and vision premiums for you and your qualifying dependents.
  • A 50% match on 401(k) contributions, up to the IRS maximum.
  • 20 days of paid time off, plus 10 paid holidays.
  • Family support programs, including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and backup childcare.
  • $10,000 benefit for fertility, hormonal health, and family-forming assistance.
  • Opportunities to participate in our hybrid work-from-home program, which is subject to change based on tenure and performance eligibility, allowing you to work from home up to 75 days per year.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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