Offer summary

Qualifications:

Bachelor’s degree in business administration, information technology, or related field., 3-5 years of experience in the mutual fund industry., Proficient in Microsoft Office Suite and Adobe Acrobat., Strong analytical, organizational, and multitasking skills..

Key responsabilities:

Support and administer transfer agent system functions and maintain shareholder recordkeeping system.

Troubleshoot and resolve issues, and assist with system upgrades and testing.

Run periodic batch and reporting jobs, and review client output.

Serve as a point of contact for internal and external customers regarding services and system functions.

Job description

SUMMARY

The Senior Business Systems Analyst is responsible for supporting and administering transfer agent system functions, with an emphasis on specific output or services.

KEY ACCOUNTABILITIES

SYSTEM SUPPORT

Documents client requirements and maintains shareholder recordkeeping system to meet client needs.
Serves as lead in troubleshooting and resolving issues.
May contribute to building process documentation.
May assist with conversion testing.
May assist with system upgrade analysis and testing and configuring fund databases for production implementation.
Runs periodic batch and reporting jobs.
Reviews and approves client output.
May assist with vendor and client billing functions.

WORKING RELATIONSHIPS

Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
Mediates between technical and operational teams to ensure successful client onboarding and effective change control.
Serves as a point of contact for internal and external customers to answer questions about services and related systems functions.
Contact as needed with clients regarding resolution of issues, inquiries, or reporting requirements.
Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Bachelor’s degree in business administration, information technology, or related field.
3-5 years of experience in the mutual fund industry.

KNOWLEDGE

Shareholder recordkeeping system, reporting, and output processes.
Microsoft Office Suite.
Adobe Acrobat.

SKILLS AND ABILITIES

Aligns associates with company values and goals.
Plans and delegates the work of others.
Motivates and inspires others.
Assesses the performance of self and associates to make improvements or take corrective action.
Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Required profile