About the role
- Elicit, define, and document systems requirements for the Shareholder Reporting business team
- Provide general application support and issue documentation
- Represent project activities and portfolio management
- Implement interim business solutions using light automation
Requirements
- Bachelor’s degree in accounting, finance, business, business analysis, CIS or equivalent
- 5+ years prior experience in the mutual fund industry
- 5+ years project experience required
- Experience learning and adapting to new technology tools and investment vehicles
- Strong verbal and written communication skills
- Experience in translating business requirements to technical resources
- Extensive understanding of MS Office
- Experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle
- Experience with SunGard’s InvestOne and Geneva accounting software is a plus
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Disability accommodations
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business analysisproject managementdatabase query toolsMicrosoft AccessSQLPower BIOracleSunGard InvestOneSunGard Genevalight automation
Soft skills
communication skillsadaptabilityrequirement elicitationdocumentationproblem-solving
Certifications
Bachelor’s degree in accountingBachelor’s degree in financeBachelor’s degree in businessBachelor’s degree in business analysisBachelor’s degree in CIS