Senior Analyst, Back-office Technology (BA, PM, QA, Support)

Chicago, IL 60606

Posted: 04/17/2018 Category: Business Analyst Job Number: 10293

Senior Analyst, Back-office Technology (BA, PM, QA, Support)


The Technology Solutions department is responsible for designing and delivering state of the

art technology solutions that are designed to create efficiency, mitigate risk, and grow revenue

for the Firm. Technology Solutions focuses on technical excellence through innovative

application designs, robust data integration and analytics, high availability infrastructure, and

gold level service for our key stakeholders. Critical functions within Technology Solutions

include Project Management, Vendor Management, Business Analysis, Data Strategy and

Stewardship, Application Development and 3rd Party Integration, Strategic Infrastructure, and

Operations. The Technology Solutions department collaborates closely with Firm leadership

and business unit heads to develop plans in line with business objectives.


Position Responsibilities

This is a hands-on position in our Back Office Technology Team focused on third party vendor

systems and vendor management across several key business functions. The role includes

business analysis, project management, quality assurance, functional design, application

support, vendor management and any other duties related to the usage of these applications.

The ideal candidate has demonstrated recent experience as a Business Analyst, interacting

with users, working with a development team, writing business requirements, functional

specifications, process flows, and writing and executing test plans. The candidate should have

excellent problem-solving skills, an inquisitive nature, a passion for excellent service, the

ability to self-start and be resourceful, and a very strong understanding of technology. Since

this is a client-facing role, which requires communication with users at all levels, exceptional

verbal and written communication skills are paramount.


Responsibilities include:

− Become an expert in the line of business applications utilized by the Fund Administration,

Financial Reporting, and other back office business teams.

− Gain a deep understanding of the business processes that utilize those systems and

existing process or system pain points, and identify opportunities to further leverage

technology to increase productivity, quality, and analytics for the back office functions.

− Participate in problem analysis with business users and identify software solutions,

enhancements and system integration opportunities that will create efficiency, improve

quality, or mitigate risk.

− Independent, hands on data analysis using SQL, Excel pivot tables and other data

extraction, analysis, and reporting methods.

− Understand data organization and relationships and create entity relationship diagrams.

− Analyze and document business process flows using swim lanes or other standard tools

and templates.

− Build strong, productive working relationships with our users.

− Provide maintenance break/fix support for applications, triage support issues, and manage

issue resolution across in-house developers and third party vendors on behalf of end


− Develop and execute comprehensive test plans. Identify improvements to the testing

processes to further drive quality deliverables for end users.

− Demonstrate flexibility by adjusting priorities to respond to changing internal/external

demands in a very fast paced, growth environment.

− Analyze and document business and technical requirements.

− Programming experience and data analysis using SQL a plus.


Qualifications & Experience:

− Bachelor’ s Degree in Computer Science, Business or a related field is required with a

minimum 3-5 years of experience with software applications is required, preferably in

Financial Services supporting back office functions.

− Strong analytical skills to digest, document and translate business requirements for in-

house development or customizing/configuring third-party software products is required.

− Experience in integration between different systems is a strong plus.

− Proficiency with Excel is required, with prior experience analyzing and replacing end user

developed systems in Excel, Access, etc.

− Delivery oriented with very high quality and customer service standards.

− Must be motivated by a fast paced, complex environment.

− Must have working knowledge and prior experience with all phases of the SDLC in a team-

oriented, structured yet agile, model.


Critical Competencies for Success:

− Client Focused: Is relentless about understanding internal and external customers’ needs

and meeting and exceeding their expectations; drives to have our clients win

− Analytical Reasoning: Defines problems and seeks solutions by examining issues and

ideas through inquiry, analysis, dialogue, and evaluation; analytic

− Personal Effectiveness: Gets the job done; follows through on commitments and takes

actions that are best for the Firm; shows grit and determination

− Initiative: Motivated to achieve goals beyond what is expected; proactive

− Team Work: Initiates and maintains collaborative working relationships; fosters goodwill

and cooperation to meet shared goals; team-oriented

− Adaptability: Able to adapt and work effectively in changing circumstances and

conditions; flexible

BA, PM, Vendor Management

Kelly Hallgren

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