Product Business Systems Analyst InvestEdge, Inc.
InvestEdge is a leading provider of wealth management solutions to banks, trust companies, brokerage firms, and financial advisors. At InvestEdge we combine state of the art technology with years of experience in the investment industry.
InvestEdge, Inc. continues to enjoy rapid growth in terms of client franchise and solution breadth. As our client franchise and solution has grown, the complexities associated with the solution functionality and client support has increased.
InvestEdge is seeking a results-oriented individual to contribute to the product planning and execution throughout the product life cycle. The person will be working as part of a team with assigned projects, deadlines, and deliverables, and will become an expert in one or multiple InvestEdge product solutions.
Initial Responsibilities include:
Track market trends and competitive offerings. Identify competitive advantages and weaknesses.
Gather business requirements from clients, InvestEdge staff, vendor partners and consultants.
Create requirements documents for product enhancements and new initiatives.
Research and prepare product justification documentation, as directed.
Work closely with Developers to formulate and document proposed solutions.
Present proposed solutions to clients, InvestEdge staff, vendor partners and consultants.
Create test plans, assist with testing, document issues, and follow issue to resolution.
Create training documents and present to InvestEdge staff and client's support staff.
Attend industry conferences.
The position requires knowledge of terms and concepts used in the investment management and investment processing industries. The ideal candidate will have experience in some or all of the following areas: portfolio management, trading, performance measurement, and trust operations. The position requires strong analytical skills: ability to research, document and apply knowledge for assigned topics; and experience writing technical documents such as system requirements, test plans, and system documentation.
Additional Qualifications Include:
5 years experience in the Investment Management and/or Wealth Management Investment industry
3-5 years experience in a client facing business analyst role, or in portfolio management, trading, performance measurement, and/or trust operations position
Understanding of relational databases, such as SQL or Microsoft Access
Understanding of the development life cycle
Strong organizational skills with the ability to handle multiple projects simultaneously
Strong written/oral communication skills
Strong skills with Microsoft Word, Excel, PowerPoint and Outlook
Location and Travel:
Primary location: Bala Cynwyd, PA
Travel: Occasional travel to conferences and clients, as required
||Bala Cynwyd, PA |