Accounting Technical Analyst

Evolver Commercial • Boston, MA

1d • Onsite

About The Position

The Technical Analyst supports existing technology solutions and ongoing technology initiatives for the Investment Accounting and Corporate Action business teams. The role serves as Product Owner for one or more internal investment accounting tools and represents those tools to internal and external users and stakeholders. It facilitates technology projects from requirements gathering and documentation through coordination with development teams, and may assist with testing, implementation, and ongoing maintenance. The analyst manages and prioritizes the business team's requirements backlog, develops a detailed understanding of Investment Accounting and Corporate Action workflows and their supporting technology, and partners with the data team to evaluate processes and identify application or workflow enhancements. The role also performs data analysis and testing as needed, and works with the IT Department, onshore and offshore teams, and third-party vendors to support applications and initiatives. The position is on-site in San Francisco or Boston.

Requirements

• At least 5 years of experience on project teams in the financial services industry, ideally within a buy-side organization.
• At least 5 years of hands-on business analysis experience, including requirements gathering and documentation.
• At least 3 years of experience with Eagle PACE and Eagle STAR.
• Bachelor's degree or equivalent of 5 years of work experience.
• Proficiency in data analytics and SQL.
• Strong analytical and problem-solving skills.
• Project management skills.
• Excellent interpersonal and oral and written communication skills.
• Ability to work effectively in a team-oriented environment.

Nice To Haves

• Understanding of accounting data and its relationship to investment management, trading, performance, compliance, and regulatory functions.
• Knowledge of Corporate Actions and processing.
• Understanding of financial instruments and pricing.
• Experience with the Eagle SRM platform.
• Experience working with State Street reporting platforms, including MyStateStreet reports, RKS, Alpha data platform, and CRIMS IBOR.
• Experience supporting production operations, issue triage, and resolution.

Responsibilities

• Act as Product Owner for one or more internal investment accounting tools and represent them to internal and external users and stakeholders.
• Facilitate technology projects from start to finish, including gathering and documenting requirements, communicating with the development team, and potentially assisting with testing, implementation, and ongoing maintenance.
• Manage the business team's requirements backlog and facilitate prioritization and development.
• Develop a detailed understanding of Investment Accounting and Corporate Action workflows and the technology solutions supporting investment management operations.
• Partner with the data team to evaluate processes, anticipate requirements, and identify opportunities for application or workflow enhancements.
• Perform detailed data analysis and testing as needed.
• Work with the IT Department, onshore and offshore teams, and third-party vendors to support software applications and initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level