Position: Business Analyst with OMS

Location: Chicago IL (Onsite)

Duration: Full Time

Job Description:

Required Qualifications:

• BA/BS Degree in finance, computer science or related field
• 8+ years of relevant Asset Management experience working as an IT business systems analyst or individuals with business analyst experience looking to transition to technology.
• 5-7+ years of experience in systems development life cycle including the ability to define and document specifications, work with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation with the business partners.
• 5-7+ years of experience conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors.
• 5+ years of experience working in a cross functional environment while supporting multiple lines of stakeholders, such as trading, portfolio management, compliance, and/or risk.
• 5+ years of experience partnering with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts.
• 5+ years of experience analyzing and providing technology recommendations to the business.
• 3-5+ years of working knowledge in Visio, Lucid Chart or other visualization software, with experience building flowcharts to represent workflows.
• 3-5+ years of experience with collaborative tools such as Jira, Azure DevOps (ADO) and Confluence.
• Coordinating user acceptance testing between vendor, business and NTAM technology team.
• 8+ years’ experience as business analyst or product member in Investments Asset Management (front office), preferably Trading.
• Experience in Order management system, Aladdin OMS, or Charles River focused on Portfolio Management and/or Trading.
• Lead teams thru requirements, story writing and sprint planning
• Experience with directly working with Portfolio Managers or Traders in Investments, enhancing workflows and user experience.

Preferred Qualifications

• Finance CFA Foundation or CFA certification.
• Subject matter expertise and experience with OMS/EMS, Order Management Systems - BlackRock Aladdin, CRD or other widely used enterprise OMS solutions. EMS solutions - Virtu Triton, Bloomberg EMSX.
• Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting.
• Experience in component-based development (integrating vendor products with in-house developed code).
• Strong data analysis skills and working experience in an agile development environment.
• Confidence in presenting both strategic and tactical vision to the business team for both big-picture planning and day-to-day management of project goal.
• Desire to work with both in-house developed systems and third-party vendor packages.
• Excellent communication, interpersonal, analytical, problem solving, organizational and negotiation skills.
• Ensuring that system solutions are delivered successfully to the business stakeholders.
• Providing deep data support and maintenance of vendor applications and in-house systems, as needed.
• Gaining in-depth business knowledge to successfully represent the business community in arriving at technical solutions that support business strategies.
• Adapting to changing priorities and managing multiple tasks.