Lead Analyst, Business Tech Liaison

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Job description

Authentic, innovative and results-driven? Raise your hand if that sounds like you!

We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

As the fastest growing RIA custodian in the U.S., BNY Mellon's Pershing Advisor Solutions offers a fast paced environment and dynamic culture where "client first" is paramount. We serve advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

Our commitment to career growth and mobility is at the core of our people oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!

Business Technology Liaison:

Analyzes and defines business requirements and functional or operational specifications for small to moderate sized projects of limited complexity. Formulates and defines system scope and objectives. Interfaces with all areas of IT on behalf of the business to resolve IT matters and improve business processes.

Collects and defines business or functional requirements and translates them into functional design, test planning, and user documentation processes. Formulates project scope, objectives, constraints and assumptions based upon user needs as well as knowledge of the application. Participates in development of the functional design and user documentation by analyzing business process flows or client requests and identifying changes.

Uses knowledge of business needs to provide design support to software and application development teams. Gathers information and provides analysis of business issues or client feedback for a specific function or application.

Trains users on new or enhanced applications and/or systems that are more straightforward in nature. Serves as a point of contact or subject matter expert for the business or specific systems. Looking for experience in forms mapping via adding/manipulating fields in Adobe to support ongoing changes in account opening documentation.

Supports testing of new or enhanced applications, production issues, and/or systems. Tasks include case development, requirement traceability analysis, test preparation, script writing, and functional test execution. Identifies areas for improvement and works with technology teams to improve applications for business use.

No direct reports, may provide guidance to less experienced colleagues. NetX360 and DocuSign is helpful but not required. Contributes to the achievement of team objectives.

Bachelors degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Technical experience preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.