1. Job Title: Business Analyst
2. Introduction/Overview: The Business Analyst role is pivotal within the Information Technology (IT): Software Development department, focusing on the mutual funds domain, leveraging extensive industry knowledge to drive strategic initiatives, enhance operational efficiencies, and foster innovation in fund management practices, acting as a bridge between IT solutions and business objectives, contributing significantly to the organization's success in a competitive financial landscape.
3. Roles & Responsibilities: Lead the development and implementation of comprehensive business strategies for mutual fund management, ensuring alignment with organizational goals, Conduct in-depth analysis of fund performance, market trends, and investor demographics to inform strategic decisions and product enhancements, Manage and oversee the entire lifecycle of mutual fund products, from conceptualization and development through to distribution and investor reporting, Ensure strict adherence to regulatory compliance standards (e.g., SEC, FINRA) across all fund activities and documentation, Facilitate effective stakeholder communication, presenting complex fund strategies and performance metrics in a clear and persuasive manner, Drive continuous improvement processes within the mutual funds domain, utilizing advanced data analysis techniques to optimize fund performance and risk management, Collaborate with cross-functional teams to integrate user stories and product owner insights into the development of IT solutions that enhance user experience and operational efficiency, Mentor and lead teams, fostering a culture of innovation, accountability, and continuous learning within the IT department, Enhance client reporting systems and electronic trading platforms, ensuring robust, scalable, and user-friendly solutions, Oversee due diligence processes and fund operations, ensuring operational excellence and strategic alignment with business goals.
4. Years of Experience: Required experience is from 11 to 20 years.
5. Education Qualification: Master of Business Administration (MBA).
6. Skills/Knowledge: Mandatory Skills: Expertise in fund performance analysis, investment strategies, and regulatory compliance, with a proven track record of managing fund compliance with SEC and FINRA regulations, Advanced knowledge in risk management, fund marketing, and distribution strategies, demonstrating the ability to develop and implement effective fund portfolios and asset allocations, Proficient in financial modeling, client reporting systems like Morningstar and Bloomberg, and mutual fund tax regulations, Deep understanding of fund operations and administration, market trend analysis, and investor demographics, Strong capabilities in electronic trading platforms such as Charles River Development, with extensive experience in data analysis, stakeholder communication, and continuous improvement processes, Comprehensive skills in business analysis, including requirements engineering, business process modeling, and strategic planning, Good to Have Skills: Proficiency in Agile Scrum methodologies, including facilitation of scrum ceremonies, management of scrum artifacts, and agile metrics tracking, Experience in sprint management, adept at sprint planning, task estimation, and sprint monitoring to enhance team performance and project delivery.
7. Key Competencies: Strategic planning, Stakeholder communication, Continuous improvement processes, Team leadership and mentoring, Regulatory compliance management, Advanced data analysis.
8. Domain/Industry: Mutual funds industry.
9. Employment Type: NO DETAILS FOUND
10. Company Overview: NO DETAILS FOUND
11. Benefits & Opportunities: NO DETAILS FOUND
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