Technology Business Analyst I - US Remote

Responsible for IT strategy, development, execution, and management activities, supporting secure digital innovation & capabilities both internally and externally. Provides technical expertise in identifying, evaluating, and developing systems and procedures that are cost effective and meet user requirements.

Performs requirements analysis and test case design at project levels and establishes product roadmaps with engineering teams. This will include going to production meetings. This person will be collaborating with the programming teams to communicate effectively in understanding the request and answer any questions. As a part of the collaboration, there will be processing test cases, reviewing test output, and answering emails from the client services team.

Evaluates client requirements and documents to recommend appropriate technology solutions. Analyzes complex business problems to be solved with automated systems. Configures system settings and options; plans and executes unit, integration, and acceptance testing; and creates specifications for systems to meet business requirements. Designs details of automated systems. May provide consultation to users in automated systems.

Requirements

• Mutual Funds - knowledge or purchases, redemptions, and dividends.
• Excellent business writing skills
• Work cross-functionally with multiple teams
• Customer Service

Job Basic:

• Requires relevant expertise in a professional, and technical area through formal education. Leverages previous knowledge and expertise to achieve results.
• Performs technical-based activities and contributes to and manages projects.
• Uses deductive reasoning to solve problems and make recommendations.
• Interfaces with and influences key stakeholders and collaborate with production and programming teams.
• Ability to complete work self-guided. Develops skills by performing structured work assignments.
• Performs routine assignments daily. This person may receive instruction, guidance, and direction from others.
• Analyze procedures to solve routine or standard problems.

Functional Knowledge

• Requires a conceptual understanding of theories, practices, and procedures.

Business Expertise

• Applies knowledge of business learned through education or prior experience.
• Provides technical expertise in identifying, evaluating, and developing systems and procedures that are cost effective and meet user requirements.

Impact/ Problem Solving

• Responsible for developing technical contributions. Responsible for all IT strategy, development, execution, and management activities, supporting secure digital innovation & capabilities both internally and externally.
• Uses existing procedures to solve standard problems and meet deadlines.
• Examines information and standard practices to make judgments.

Responsibility Statements

• Contributes to client analysis projects using defined methodologies with support from more experienced analysts.
• Communicates project status and risks to internal stakeholders.
• Gathers and manipulates data and insight from client operations to create actionable insights.
• Creates robust, data-driven evidence for recommendations on technology solutions with high-level benefits cases.
• Works closely with end-users to examine, define, model, and document project requirements.
• Creates end-user documentation (e.g., user guides, process flow charts, training materials).
• Presents complex data in an easy-to-understand format, suitable for diverse groups with varying abilities.
• Visualizes data in a clear, structured way utilizing preferred BI tools (Tableau).
• Performs other duties as assigned.
• Complies with all policies and standards.

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