About the role
- Elicit, define, and document systems requirements
- Liaison for the Shareholder Reporting business team to the IT systems groups
- General application support, issue documentation, project representation, and portfolio management
- Perform many sub-roles combining business analyst, systems analyst, and project coordinator
Requirements
- Bachelor’s degree in accounting, finance, business, business analysis, CIS or the equivalent
- 5+ years prior experience in the mutual fund industry
- 5+ years project experience required
- A self-starter with experience learning and adapting to new technology tools
- 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 the Geneva accounting software is a plus
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business analysissystems analysisproject coordinationdatabase query toolsMicrosoft AccessSQLPower BIOracleSunGard InvestOneGeneva accounting software
Soft skills
communication skillsself-starteradaptability
Certifications
Bachelor's degree