Business Analyst (Performance Reporting)

Location: San Francisco, CA
Job Title:             Business Analyst (Performance Reporting)
Type/ Location:  12+ Month Contract, San Francisco, CA
 
 
Summary:
 
The Business Analyst (Performance Reporting) works with subject matter experts to define the requirements for performance reporting. The Business Analyst will also translate these requirements into functional specifications and detailed data and process flow design documents and participate in the full life-cycle from concept, testing, implementation, and support. In addition, the Business Analyst will assist in planning for Salesforce integration to the performance reporting ecosystem and the business and deliver requirements for full Salesforce deployment in 2019.
 
 
Deliverables:
 
Collaborate with the project team, product managers, and business and technology partners to jointly identify data needs required to deliver the next generation of wealth management technology solutions.
 
Ensure business requirements are being met with the delivered business functionality for integration between Salesforce and client’s systems to support key functions and highlight differences and potential changes/solutions.
 
Develop and communicate process changes, enhancements, and modifications to management, peers, staff, and other employees so that issues and solutions are understood.
 
Work closely with developers and vendors to debug or rectify issues.
 
Build/replicate/improve processes, data quality and work flows within an integrated ecosystem.
 
Actively engage with the project team to help determine the approach for adoption and rollout of technology solutions and then lead the adoption and rollout for Wealth Managers and CSAs with the new functionality and improved processes.
 
 
Required Experience & Education:
 
BA in Mathematics, Finance, Computer Science, or Engineering or equivalent experience
3 to 6 years of relevant work experience with background in portfolio management, working with various custodians and workflows
3 to 6 years of relevant experience in business analysis and/or data management
3 to 6 years of relevant work experience with Salesforce integrations
An in-depth understanding of Wealth Manager and CSA daily tasks and long term goals
Knowledge of discretionary portfolio management with ability to translate business practices into business requirements
Ability to demonstrate solutions to Wealth Managers and CSAs & trading professionals (front office facing)
Salesforce experience
Clear, high-level understanding of complex data models and workflows
Strong understanding of traditional and alternative asset class investment data, including but not limited to: equity, fixed income, private equity, real estate, derivatives, mutual funds, ETFs, global assets, and foreign exchange.
Knowledge of process flows mapping
 
Nice to Have
 
Knowledge of UML
 
 
 
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