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Business Management & Development Analyst
Ref No.: 18-02838
Location: Chicago, Illinois
Position Type:Full Time
Pay Rate : $ 65,000.00 - 90,000.00 /Year
KEY RESPONSIBILITIES
Project and Process Management
  • Lead and participate in and document business requirements and functional specifications
  • Create and administer project schedules and lead project teams to ensure deadlines are met in a consistent manner
  • Re-engineer, standardize, and execute process management based on specific Senior Management and business requirements
  • Develop accurate and complete test plans
  • Provide testing and testing leadership for the projects in which they are assigned.
  • Develop and facilitates meeting objectives and agendas
  • Enforce project deadlines and schedules
  • Document issues and proactively communicate status and issues with all parties (internal customers, both users and executive steering committees) effectively using all media
3rd Party Vendor Management
  • Interfaces with brokers, 3rd party vendors, and data providers to ensure smooth delivery of services and business needs
  • Stay abreast of industry and specific provider updates, changes and issues via phone and face to face meetings
  • Ensure 3rd parties are satisfied with current arrangements 
  • Provide effective communication to the user community on applications/process
  • Maintain and update documentation for internal customers via intranet web pages
  • Facilitate new client setup
  • Ensure vendors are providing services/items as desired
  • Liaise with Finance, Legal, and Purchasing to ensure relationships are up to date
  • Conduct fact-finding missions, documenting pros/cons of competing 3rd party products
  • Make firm recommendations
  • Stay abreast of industry updates, changes and potential solutions
  • Work with all areas to determine client needs, present and future
  • Vet 3rd party offerings for 'best fit'
Assist in Process Improvement:
  • Identify and document system deficiencies and recommendations
  • Liaise with client and investor services teams to identify efficiency opportunities
  • Liaise with Training/QC group to identify procedures where efficiency opportunities exist
  • Assist operations in rolling out procedures that use new process improvements
  • Identify and assist operations with eliminating process
MINIMUM QUALIFICATIONS
  • Bachelor's degree or comparable job experience
  • Minimum of 3 years financial service operations experience
  • Minimum of 1-3 years of experience within in a Business Analyst and/or Project Management supporting role
KNOWLEDGE. SKILLS & ABILITIES REQUIRED (technical skills, communication skills, customer focus, time management skills, independence, and accuracy)
  • Experience with hedge fund, mutual fund, or transfer agency applications preferable
  • Excellent communication, written, and organizational skills to communicate complex information clearly and concisely
  • Working knowledge of business processes, system development and process improvements
  • A highly committed individual with a background in a problem solving, and project management in a financial service environment using Microsoft Project and SharePoint
  • Related experience with back office workflow including, trade processing, accounting, reconciliation helpful
  • Ability to lead testing projects
  • Working knowledge of IT concepts and terminology, including but not limited to, .NET, SQL, HTML, basic Internet and client/server architectures, all Microsoft Office applications and SharePoint. Current TA Systems knowledge is a plus
  • Analytical and organized, a time-management pro.