Business Analyst
Must have Asset Management Platform experience
Key Features
• Portfolio Management: Advanced tools for portfolio construction, monitoring, and rebalancing.
• Risk Management: Integrated risk analytics to measure and mitigate portfolio risks.
• Compliance and Reporting: Real-time compliance checks and customizable client and regulatory reporting.
• Order and Execution Management: Streamlined trading workflows with integrated execution capabilities.
• Data Integration: Consolidated data management with seamless integration into existing systems.
• Cloud-Native Infrastructure: Highly secure, scalable, and cost-efficient platform.
Technology, empowers financial institutions to enhance operational efficiency, drive innovation, and achieve strategic goals, making it a trusted partner in the global investment landscape.
What you will be responsible for
The Business Analyst Consultant is a critical member of the Professional Services team responsible for ensuring the successful implementation of the platform. This role involves collaborating with clients to gather and analyse business requirements and optimizing workflows to align with capabilities. The consultant acts as a bridge between client stakeholders and technical teams, ensuring clear communication and efficient execution.
Key Responsibilities
1. Requirements Gathering and Analysis
• Collaborate with client stakeholders to understand their business needs, workflows, and objectives.
• Conduct detailed discovery sessions to identify gaps in current systems and opportunities for the Platform implementation.
• Document and prioritize business requirements, ensuring alignment with capabilities.
2. Workflow and Process Optimization
• Assess existing client workflows and recommend improvements using Alto’s functionality.
• Map end-to-end processes, integrating Alto’s tools for portfolio management.
• Identify opportunities to automate and streamline operations to increase efficiency.
3. Stakeholder Communication
• Act as the primary liaison between the client’s business teams and the technical teams.
• Facilitate workshops, presentations, and status meetings to ensure all stakeholders are aligned.
• Translate technical concepts into clear business language for client stakeholders.
4. Testing and User Acceptance
• Define business-focused test cases for User Acceptance Testing (UAT).
• Assist the client in executing UAT and resolving issues related to workflows or configurations.
• Validate that the ALTO platform meets agreed-upon business requirements before go-live.
5. Post-Implementation
• Provide support during the initial go-live phase, ensuring the smooth adoption of by end-users.
• Work closely with the Client Services Manager to address early feedback and refine workflows.
• Document lessons learned and feedback for continuous improvement of the implementation process.
6. Industry Expertise and Best Practices
• Advise clients on leveraging to address regulatory requirements and market trends.
Key Skills and Competencies
Technical Skills
• Strong understanding of investment management processes
• Proficiency in using JIRA or similar project tracking tools for task management, issue tracking, and workflow optimization.
Analytical and Problem-Solving Skills
• Ability to analyze complex business processes and design optimized workflows.
• Strong data analysis skills to validate and reconcile data outputs.
• Attention to detail to ensure accurate requirement gathering and documentation.
Communication and Collaboration
• Excellent interpersonal and communication skills to work with diverse stakeholders.
• Strong facilitation skills to lead workshops and discussions effectively.
• Ability to manage client expectations and provide clear updates on progress.
Education & Preferred Qualifications
• Bachelor’s degree in finance, economics, business, or a related field.
• Experience in business analysis, consulting, or implementing technology solutions in the financial services industry.
• Experience with any platforms (e.g., Aladdin, Charles River, Bloomberg AIM) is required.
• Strong knowledge of financial markets, portfolio analytics, and risk management concepts.
