About The Position

The Systems Business Analyst Sr serves as a liaison between Capital Partners' Systems and business groups. The role defines and documents business needs and functional requirements, helps ensure technology solutions support business operations, and identifies and recommends system solutions to business and technical audiences. The analyst participates in all phases of the systems development life cycle, with a focus on strategic initiatives.

Requirements

  • 5–7 years of experience at a financial services company.
  • 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 explain requirements, answer questions, and perform integration and 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.
  • Effective use of standard desktop tools, including Microsoft Office.
  • Ability to use office software, including advanced Excel techniques and PowerPoint presentations.

Nice To Haves

  • Private Banking and/or Investment Management experience.

Responsibilities

  • Develop clear, concise methodology documents using interviewing, workflow analysis, dataflow diagramming, and screen-design skills.
  • Review and assist with project plans, workflows, and resource assignments as requested by the Project Manager.
  • Facilitate definition of functional requirements with programmer analysts and users through prototyping and design sessions.
  • Present project concepts visually to clarify design elements and issues for business and technical audiences.
  • Manage assigned efforts using waterfall or iterative development processes.
  • Ensure methodology is followed and provide feedback in accordance with departmental standards and guidelines.
  • Maintain issue logs and coordinate communications for systems and user acceptance activities.
  • Identify, mediate, resolve, and prevent miscommunications between business and technical project members.
  • Conduct user training.
  • Use SQL or reporting and 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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