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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SQLdata integrationmeta data managementdata qualityinvestment operational processfunctional requirement documentsBRDsimpact analysisgap analysisagile methodology
Soft Skills
project leadershipteam performance managementcustomer satisfactioncommunication skillswritten skillscollaborationfeedbackrisk identificationstrategic improvementproblem-solving
Tools & Technologies
Eagle suite of productsinvestment management softwareback-office solutionsfront-office solutionsmiddle-office solutionsUAT supportproduction deploymentstatus reportingresource managementwork allocation
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
investment managementasset managementtrade settlementcorporate actionsinvestment performancecollateral managementmutual fundsCITsETFsseparately managed accounts
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Manage and prioritizing the product backlog that includes the epics, features, and user stories
- Advises developers on best methods of software development and code creation
- Working with the leadership team, this job provides project leadership for software development activities
- Acts as a liaison for the application development and information technology teams and determines the most effective solution and/or enhancement based on customer needs
- Monitors development work to make sure resulting software meets established goals
- Manages team performance through regular, timely feedback as well as the formal performance review process
- Oversees training of users on new or modified software
- Collaborates with cross-functional teams within the information technology department and clarifies customer requirements
Requirements
What you’ll need- Bachelor's Degree Required
- 10+ Years of progressive work experience in the investment management space
- Knowledge across front, middle and back-office solutions focusing investment / asset management
- Deep knowledge across investment operational process across accounting, trade settlement, corp. actions, investment performance, collateral management etc.
- Strong investment data knowledge across EQ, FI, Derivatives and alternate assets
- Strong knowledge on operational process including Mutual Funds, CITs, ETFs and Separately Managed Accounts
- Strong working knowledge in Eagle suite of products (Accounting, Pricing, Investment Performance and Data Management)
- Ability to review Current Processes of Business Users and identify opportunities or Strategies to improve business efficiency while ensuring maximum Customer Satisfaction
- Prepare Functional Requirement Documents, BRDs , Perform Impact and Gap analysis with proper formal documentation.
- Identify and communicate risks during analysis phase and raise flags in advance.
- Own (Lead) / Contribute (Member) to the end to end analysis tasks like scoping, estimation, planning, work allocation, resource management, progress tracking & status reporting, management reporting, UAT support, Production Deployment etc.
- Strong understanding towards data integration, meta data management, data quality and ability to run SQL queries to perform data analysis are must to have
- Strong communication and written skills are required
- Working in a fast paced and agile environment is a must
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
