Senior Specialist - Business Analysis
About The Position
Conduct in-depth analysis of the existing FIS InvestOne platform, including functionalities, data structures, and integration points. ··Â      Identify gaps, inefficiencies, and opportunities for improvement to inform migration strategy. Work closely with internal teams (IT, Operations, Portfolio Accounting, Client Services) to gather requirements and input for the migration project. Act as a liaison between business stakeholders and technical teams. Contribute to a comprehensive migration plan, including Data mapping and conversion strategies, Implementation timelines and Change management processes. Engage with business users and subject matter experts to document detailed requirements for the Eagle platform. Ensure alignment with organizational goals and compliance standards. Collaborate with IT development teams to translate business requirements into functional specifications. ··Â      Assist in designing the target-state architecture for the investment accounting platform. Define test scenarios to validate data migration accuracy and platform functionality. Partner with QA teams to resolve issues and ensure system integrity. Define and track key performance indicators (KPIs) to measure the success of the migration and platform adoption. Ensure delivered features and functionalities provide measurable business value and operational efficiency. ··Â      Communicate value outcomes to stakeholders and leadership. ··Â      Develop training materials and conduct sessions for end-users. Support smooth adoption of the new platform across the organization. Assist project managers in tracking milestones, risks, and dependencies. Provide regular progress updates and escalate potential roadblocks.
Requirements
- Education:Â Bachelor's degree in finance, Accounting, or related field; Master's degree or certifications (CFA, CPA) preferred.
- Experience: Proven experience as a Product Owner, Domain Consultant, or Business Analyst in financial services, with a focus on investment accounting and platform migrations.
- Technical Knowledge: Strong understanding of investment accounting principles, data structures, and related systems.
- Excellent analytical and problem-solving abilities.
- Strong communication and interpersonal skills for cross-functional collaboration.
- Proficiency in project management methodologies and tools project collaboration tools (JIRA, Miro or similar)
- Mandatory Skills : PowerBI,Tableau,UML diagrams,M365 Suites of Products,Design Thinking And Ideation Workshops,Jira Service Desk,Agile (Value-Driven Delivery)
Nice To Haves
- Familiarity with Eagle Investment Accounting platform or similar systems Bridger . Fircosoft and product collaboration tools (JIRA, Miro or similar)
- Compliance: Knowledge of industry regulations and compliance requirements.
Responsibilities
- Conduct in-depth analysis of the existing FIS InvestOne platform
- Identify gaps, inefficiencies, and opportunities for improvement to inform migration strategy
- Work closely with internal teams to gather requirements and input for the migration project
- Act as a liaison between business stakeholders and technical teams
- Contribute to a comprehensive migration plan
- Engage with business users and subject matter experts to document detailed requirements for the Eagle platform
- Ensure alignment with organizational goals and compliance standards
- Collaborate with IT development teams to translate business requirements into functional specifications
- Assist in designing the target-state architecture for the investment accounting platform
- Define test scenarios to validate data migration accuracy and platform functionality
- Partner with QA teams to resolve issues and ensure system integrity
- Define and track key performance indicators (KPIs) to measure the success of the migration and platform adoption
- Ensure delivered features and functionalities provide measurable business value and operational efficiency
- Communicate value outcomes to stakeholders and leadership
- Develop training materials and conduct sessions for end-users
- Support smooth adoption of the new platform across the organization
- Assist project managers in tracking milestones, risks, and dependencies
- Provide regular progress updates and escalate potential roadblocks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Professional, Scientific, and Technical Services
