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Job Title : Alt. Investments - Business Analyst
Location : Westlake, TX
Job Description : The Role
The Expertise and Skills You Bring
Bachelor's degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund industry (previous financial reporting experience with Digital Assets / Alternative products is preferred).
A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly.
Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment.
Your strong verbal and written communication skills
Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact.
Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact.
Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions.
Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions.
Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point.
Your ability to analyze business systems and / or business processes to identify user needs, document requirements, and address operation / process issues / improvements to accomplish business objectives.
Your extensive understanding of MS Office.
Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred.
Experience with SunGard's Invest One and the Geneva accounting software and related reporting tools are a plus.
The Team
Investment Analyst • TX, United States