Process Analyst with Investment Management experience and Process Documentation skill job vacancy

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Process Analyst – Investment Management with Process Documentation skill

7-8 years of experience required

Lean Six Sigma Certification Required

Location : Seattle , Washington(ON SITE/HYBRID)

Duration: 6 Months – Long term

Client – Investment Management Domain

Positions: Multiple Positions Available

Qualifications:Experience in financial services, with experience in wealth management, online brokerage and robo-advisor industryStrong operational and/or controls backgroundExperience in or partnering deeply with legal, risk, compliance, supervisory, audit, and regulatory mattersExcellent attention to detail with strong communication skills (written and verbal)Strong project management skills and interpersonal skillsExcellent quantitative and analytical problem-solving skillsBachelor's Degree or higher

Responsibilities:This candidate will be a part of the business control function for the Online Investing businessThe individual will need to have or develop a deep understanding of JPM control processes, trading for all investment products, operational controls, financial management, vendor management, and regulatory mattersThe candidate will coordinate with multiple key partners and key stakeholders to develop, monitor, and ensure pristine controls and operational efficiency for the Online Investing businessDevelop and analyze trading controls for self-directed trading businessCoordinate and project manage with Controls partners for all Action Plans, Job Aides, and ProceduresLiaise with Legal, Risk, Compliance, and Supervisory Management for all items impacting Online InvestingProject manage Audit and Regulatory exams, issues, and findingsManage vendor relationships, licenses, expenses, approvals, and operational performancePartner with Finance & Analytics to understand drivers of P&L and operational expensesPartner with product and business development for new product approvals and operational supportDevelop and drive senior presentations and business reviews

Job descriptionThe Process/Business Analyst will work with Investment Management Subject Matter Experts (SMEs) and other stakeholders to formulate and define business and/or systems scope, requirements, and objectives based on a good understanding of applicable industry requirements. Lead requirements definition sessions ensuring that the team articulates requirements and specifications. Drive dialogue to a detailed level to allow the capture of actionable requirements. Use understanding of business objectives, technical environment, and project timeline and scope to analyze needs; capture them in the documentation of business and system requirements. High Level Responsibilities

Perform requirements management planning for medium to large scale projects
Lead business analysis across multiple parallel initiatives
Gather and document functional and non-functional requirements
Facilitate and drive requirements gathering sessions
Collaborate with business and systems experts
Lead analysis of business processes, procedures, data and rules
Negotiate and influence requirements direction
Perform analysis and evaluation of business processes, information and rules
Make determination of alternatives for optimizing business processes
Identify solutions to business problems
Create business process models, context diagrams and use case models
Apply knowledge of formal requirement elicitation best practices
Help or facilitate process improvement and/or process mapping sessions
Adhere to formal software development processes and procedures
Define, and update documentation tools such as business terminology stored in the master business glossary and data dictionaries
Mentor less seasoned business analysts

Skills

Investment data knowledge: Master data, pricing, valuation, holding, transaction, accounting
Data Management, Data Model, Data Mapping and Database structure
Stakeholder management (large number of stakeholders)
Business knowledge – Wealth Management Distribution, Financial Marketing, Mutual Fund Administration (revenue, expenses)
Writing, document, presentation and communication
Development - SQL, informatica, ETL process
Investment product knowledge: fixed income, equity, loan, private, real estate, commitments
Investment Management system specific knowledge across different platforms inclusive of securities, derivatives, IBOR, etc.
Project management and planning
Capable of applying knowledge to handle all but the most complex problems and scenarios independently
Data Reporting
Managing difficult conversations
Dealing with ambiguity
Competent to work at the highest technical level of most phases of business and/or systems analysis while considering the business implications of the application of technology to the current and future business environment
Experienced in agile, iterative project techniques including Scrum; experience with Jira is a plus
Experienced in Waterfall methodologies
Demonstrated ability to partner with investment personnel to elicit and advance requirements
Experience working with Investment-focused projects, preferred
Working knowledge of investment credit or market risk, preferred
Seasoned individual capable of handling broad scope projects that have medium to long-term focus
Demonstrated ability to understand how tasks and milestones collaborate and connect together across related projects.
Strong organizational and time management skills
Candidates must combine an attention to detail with the ability to see the big picture
Demonstrated ability to communicate effectively using verbal and written methods
Proficient with standard documentation tools (Visio, Excel, Word)

ID: #48994358
State: Washington Seattle-tacoma 98101 Seattle-tacoma USA
City: Seattle-tacoma
Salary: Depends on Experience
Job type: Contract
Showed: 2023-02-03
Deadline: 2023-04-03
Category: Et cetera