Overview

Position is a liaison role between all business units within Fort Washington Investments and W&S Systems for all hardware and software needs. Performs role of subject matter expert for all FWIA systems from a business unit/operations perspective. Develops process improvements within FWIA business units for all pertinent systems. Documents and communicates all FWIA system requirements to W&S Systems and facilitates their ultimate resolution, including evaluation and installation of new system hardware and software. Position is also responsible for report evaluation, development and implementation. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.

Responsibilities

What you will do:

Develops and implements system process improvements within internal business units and policies and procedures for all job functions within the department to ensure all processes are running efficiently.
Defines business unit requirements for new and existing system hardware and software. Ensures the maintenance of these requirements through learning and analyzing the processing functionality of new systems and staying abreast of changes to existing systems. Develops written detailed requirements for requests reviews the requirements with the FWIA business units and obtains sign-off before starting development. After requests' solutions have been developed, provides checkout and coordinates final approval from requesting area.
Defines and documents business unit reporting requirements, and develops new and enhanced reports. Works closely with requesting individuals or areas to ensure that requests are feasible, cost-effective and have little to no adverse impact to the organization. Coordinates development of more complex reporting requests with W&S Systems.
Keeps current on technical and industry information vital to operating area by reviewing technical and trade publications. Makes recommendations as to potential workflow, process or system enhancements to continuously enhance operational efficiency. Conducts cost/benefit analysis to determine savings anticipated as a result of potential implementation.
Follows defined project management and project life cycle processes to ensure project success. This includes maintaining project status with regard to deadlines, costs and updates.
Serves as key technical contact and works with all external vendors on new releases, issue management, system enhancements and product development, and participates in the installation and resolution of such items.
Works with the various business units on the development of applications and processes to report statistical data to allow for the measurement of quality and trends.
Gathers requirements from other FWIA departments for various FWIA projects, and follows up to ensure completion.
Ensures Business Recovery impact analysis is completed for all systems and technology and properly maintained on a going forward basis.
Performs other duties as assigned.
Complies with all policies and standards.

Qualifications

Bachelor's Degree Business administration, finance or information systems. - Required
Proven successful experience in learning new concepts and/or new applications to become the resident expert from the business and technical side. - Required
Proven experience and proficiency assessing, analyzing, writing and communicating business requirements/ specifications for projects between internal system groups and external vendors. - Required
Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. Cite examples of project management experience in planning, executing and maintaining a project from start to finish. - Required
Proven extensive experience working independently to make decisions and demonstrate initiative. Experience must include identifying, defining and resolving problems and collecting or intepreting data to establish facts and draw valid conclusions. Proven experience with innovative and creative problem resolution as it relates to Investment Management operations. - Required
Proven experience facilitating user-training sessions on various software applications. - Required
Demonstrated experience participating in a team environment that includes sharing knowledge and resources. - Required
Demonstrated experience maintaining a calm and professional demeanor when handling stressful situations as a result of heavy work volume and strict deadlines. - Required
Demonstrated experience interacting with various levels of management. - Required
Demonstrated working knowledge of and experience in the processes and systems that support Trade Order Management, Electronic Trade Processing, Market Data, Security Maintenance, Portfolio Management and Straight-Through Processing. Primary current systems include Princeton's PAM, Advent AXYS and MOXY, Burgiss PrivateI, Eagle PACE, Bloomberg Trading, Satuit, Equitrack preferred. -
Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. -
Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands. -
Proficient in Microsoft Office Suite. -
Working knowledge of investment asset management, trade order management, report writing software and data extraction software. A plus would be to have working knowledge of data warehouse concepts, performance measurement software and analytic systems. -

Work Setting/Position Demands:

Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.

Travel Requirements:

None

Associate Business Analyst

Western & Southern Financial Group

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