Senior Business Systems Analyst Envestnet Asset Management
TitleSenior Business Systems Analyst
DescriptionEnvestnet is a leading independent provider of technology-enabled, Web-based investment solutions and services to financial advisors. By integrating a wide range of investment solutions and services, our technology platform provides financial advisors with the flexibility to address their clients? needs. We work with financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, which we refer to as enterprise clients. We focus our technology development efforts and our sales and marketing approach on addressing financial advisors? front-, middle- and back-office needs. We believe that our investment solutions and services allow financial advisors to be more efficient and effective in the activities critical to their businesses by facilitating client interactions, supporting and enhancing portfolio management and analysis, and enabling reliable account support and administration.
Our centrally-hosted technology platform provides financial advisors with the flexibility to choose freely among a wide range of investment solutions, services, investment managers and custodians to identify those that are most appropriate for their clients.
Over the years, we have grown into one of the largest providers of wealth management solutions in the industry, with more than 700 employees in our Chicago headquarters and offices in Boston, Charlotte, Denver, New York, Raleigh, Seattle, Silicon Valley, and Trivandrum, India.
The successful candidate will collaboratively plan and document enhancements to Envestnet?s software systems. This role requires outstanding listening, organizing, and communication (especially writing) skills. Based on an understanding of software systems and business requirements, the Senior BSA will determine which requirements are truly new and which are completely or partially met by existing features and where necessary will plan to complement existing features with new capabilities. Occasional travel to customer sites for intensive requirements analysis sessions is expected.
Projects will include both customer-driven and internally-driven changes. Project stakeholders with whom the Senior BSA will collaborate include Engineering, Product Management, QA, Project Management, Relationship Management, and customers.
Senior BSA positions may be filled in Sunnyvale, CA; New York, NY; Boston, MA; or Chicago, IL.
Major responsibilities of the Senior Business Systems Analyst role include:
?Act as primary customer contact for specific customer-driven system enhancements.
?Gather and document business requirements via direct stakeholder interaction.
?Propose and document an initial solution design and work iteratively with Engineering to revise and refine the solution design.
?Coordinate review of solution plans by project stakeholders, including presentation to customers.
?Address build-time clarification questions from Engineering, escalating to other stakeholders as necessary.
?Maintain enhancement documentation over the project lifecycle; own final preparation of this content for distribution as release notes.
Requirements?At least 5 years of experience in gathering system requirements and translating to an implementation plan
?Excellent organization skills to track deliverables and due dates and to coordinate stakeholder meetings and input
?Excellent verbal, written, visual/presentation, and interpersonal communication skills
?Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment
?Ability to build strong working relationships with other team members across geographic locations
?Experience with hosted, multi-tenant software systems helpful but not critical
?Background in software development helpful but not critical
?Education : Bachelor?s degree required
||Boston, MA |