Senior Business Analyst Job at Equity Trust
Equity Trust Greenwood Village, CO
$58,614 - $75,000 a year
- This position is located in our Greenwood Village, CO office and eligible for a hybrid schedule.
JOB SUMMARY:
The EAS Business Analyst II serves as a liaison between business units and the technology department at Equity Trust Company (ETC) and other integrated vendors. Develops and maintains knowledge of the core business processes and supports applications and creates solutions for system enhancements and supports business needs. Creates detailed technical specification documents to support new and updated process changes. Is proficient in defining, creating, prioritizing, and managing the overall list of current and future project needs as they pertain to system improvements and enhancements.
ESSENTIAL FUNCTIONS:
- Maintains and supports effective relationships with business partners to support a productive working relationship between groups
- Reviews, analyzes and documents business systems in order to support technology and business needs
- Collaborates with the team to help translate business requirements into suitable technology solutions; initiates efforts towards creating suitable technology solutions to meet business needs
- Provides business process and business use case support in order to help match business needs with technology solutions
- Supports the technology team by working with business partners to make process improvement suggestions such
- as business process changes, training, and software enhancements
- Initiates discussions with business units, the technology team, and/or vendors to help remove roadblocks
- Applies system development methodologies to analytical tasks for custom application projects including the development of detailed business requirements and functional design documentation
- Creates and maintains documentation including business process, system procedure, detailed business requirements/expectations, and functional design documentation, as well as functional specifications used to guide the software changes and test script artifacts used for validation; paying special attention to the impact, scope, root cause, and preventive measures as well as short- and long-term solutions to ensure learning and continuous improvements are at the core of the support model
- Manages project plans and tasks assigned within scope, quality, and timeframe allocated
- Tracks and documents all required changes for use in the definition of the final deliverable(s) and management of changes
- Ensures issues are documented, communicated, assessed and escalated on a timely basis
- Documents major business scenarios and maps requirements to test scenarios
- Supports test script development; facilitates and supports User Acceptance Testing with business partners and development team
- Assists with the development, QA, and stage level of testing for any technology changes to ensure existing functionality is being adequately protected while a suitable solution is delivered
OTHER FUNCTIONS:
- Analyzes results achieved versus results expected
- Configures system settings and options to ensure business requirements are satisfied
- Assists with the identification and documentation of risks, issues, dependencies, and assumptions in accordance with project standards
- Collaborates with the manager on escalation items; may monitor and report the progress of the same to the management team
- Management of the enhancement requests and KACE tickets
- Assists front office with report writing, vendor testing, advanced spreadsheet operations and all trade-related matters
- Performs other duties as assigned
QUALIFICATIONS:
Education and Experience:
- Bachelor’s Degree in Information Technology, Finance or related field required; relevant work experience in lieu of degree may be considered
- Minimum two (2) years of experience in the advisor services industry and technologies
- Minimum two (2) years of experience with brokerage trading systems
- Experience with internal and external system integrations
- Banking and financial services experience
- Agile Scrum experience preferred
PROFESSIONAL CERTIFICATION(S):
Certified Business Professional (CBAP) preferred
TECHNICAL SKILLS:
- MS SQL skills
- Experience with system and process diagramming tools
- Ability to support SLAs
- Understanding of the core financial applications
- Continuous Product Improvement methodology
- Intermediate-level SQL query writing ability
- Intermediate-level business systems analysis
- Intermediate-level project management techniques/methodologies and principles
- Intermediate level proficiency in Microsoft Office
BEHAVIORAL COMPETENCIES
In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
- Timeliness
- Negotiating
- Flexible/adaptable
- Prioritizing
- Innovation
- Problem-solving
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
About Equity Trust:
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
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