About The Position

The Systems Business Analyst acts as a liaison between Capital Partners' Systems and business groups. The role defines and documents business needs and functional requirements, helps ensure technology solutions enhance and support business operations, and identifies and recommends system alternatives to business and technical audiences. The analyst participates in all phases of the systems development life cycle, with a focus on strategic initiatives. The position develops methodology documents, facilitates requirements and design sessions, communicates project concepts through visual materials, and manages assigned efforts using waterfall or iterative processes. It supports project planning, follows departmental methodology, maintains issue logs, coordinates system and user acceptance communications, and helps resolve communication gaps between business and technical team members. The analyst also conducts user training, performs data analysis with SQL or reporting/BI tools such as Qlik Sense, translates workflows into system configuration, and participates in test strategy, planning, execution, and documentation.

Requirements

  • 5–7 years of experience at a financial services company; preferably in Private Banking and/or Investment Management.
  • 4 years of relevant work experience.
  • Experience working directly with business counterparts to clarify requests, translate them into functional requirements, and coordinate acceptance testing.
  • Experience working directly with development teams to describe requirements, answer questions, and perform integration/QA testing.
  • Proven business analysis skills, including business requirements, product proposals, and business and technical workflows.
  • Ability to analyze current workflows and identify opportunities for improvement.
  • Ability to manage multiple tasks simultaneously while meeting deadlines.
  • Professional communication skills.
  • Ability to use standard desktop tools effectively, including Microsoft Office.
  • Ability to use a wide range of office software, including advanced Excel techniques and PowerPoint presentations.

Nice To Haves

  • Private Banking experience.
  • Investment Management experience.

Responsibilities

  • Develop clear, concise methodology documents using interviewing, workflow analysis, dataflow diagramming, and screen design.
  • Review and assist with project plans, project workflows, and resource assignments as requested by the Project Manager.
  • Facilitate the definition of functional requirements with programmer analysts and users through prototyping and design sessions.
  • Translate and present project concepts as visual images that clarify design elements and issues for business and technical audiences.
  • Manage distinct efforts using waterfall or more iterative development processes as assigned by the Project Manager.
  • Ensure methodology is followed for efforts and projects and provide feedback in accordance with departmental standards and guidelines.
  • Maintain an issue log and coordinate and support communications related to systems and user acceptance for assigned efforts.
  • Identify, mediate, resolve, and eliminate miscommunications between business and technical project team members.
  • Conduct user training.
  • Use SQL or reporting/BI tools such as Qlik Sense to analyze data, validate report requirements, and confirm test results.
  • Participate in developing test strategies, test plans, and test cases.
  • Translate system workflows into system configuration.
  • Participate in test execution and document results.
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