Analyst, Investment Technology
Softcard (acquired by Google)
full-time
Posted on:
Location Type: Hybrid
Location: Atlanta • Texas • United States
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About the role
- Understand business and data needs across the organization with a focus on Distribution and Marketing, including our internal Sales teams, external Sales teams, Sales Management teams, Marketing teams, Client Servicing team and Operations teams
- Analyze and deliver data requirements, including data sourcing research, data mapping across multiple upstream and downstream systems, data validation requirements, and data services requirements
- Work closely with Data Management team to implement governance and policy around client data
- Build trust and respect, establish relationships, and develop rapport with the business stakeholders and development team(s)
- Collaborate with business partners and development team(s) to collect information and perform research and analysis in support of large-scale strategic projects.
- Work in cross functional teams and deliver requirements, perform data analysis, recommend process design/improvements, functional design, information architecture & design.
- Partner with development team(s) to build out prototypes based on user validation
- Prepare for and support user acceptance testing
- Prepare all necessary documentation and processes to enable ongoing support of the systems.
- Communicate with peers clear, user-friendly terminology (emails, phone, meetings).
Requirements
- A Bachelor’s Degree in Computer Information Systems \\ Computer Science is preferred or commensurate relevant work experience
- Experience with Agile methodology and working on scrum teams.
- Experience with data governance
- Good experience in data warehousing concepts
- Strong written, verbal communication and presentation skills
- Ability to explain complex technical issues in a way that non-technical people may understand
- Able to work in a global, multicultural environment
- Self-motivated. Capable of working with little or no supervision
- Ability to react positively under pressure to meet tight deadlines
- Able to work independently or as a team player and ramp up on new technologies
- Subject matter knowledge in the Financial Industry in areas such as Dealer (dealer, branch, advisor, RIA etc…) is a plus
- Enjoy challenging and thought-provoking work and have a strong desire to learn and progress
- Minimum of 3-5 years of experience in business and data analysis and process flows
- Minimum 3-5 years of previous financials services/asset management industry experience (nice to have)
- Good knowledge of SQL skills.
- Solid experience of working in an agile scrum project methodology
- Experience in report tools (ie. Tableau, PowerBI, Alteryx)
- Experience performing data analysis and delivering data requirements
- Technical background preferred
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisdata governancedata warehousingSQLAgile methodologyscrumreport toolsdata mappingdata validationinformation architecture
Soft Skills
communicationpresentation skillsrelationship buildingself-motivatedteam playerability to work under pressureindependenceproblem-solvingadaptabilitycollaboration