Business Analyst- Brokerage/Delta Data and Fi-Tek
FITS Consulting is seeking a Brokerage Back Office Business Analyst with experience in Fi-Tek and Delta Data products. As a member of our team, you will play a key role in analyzing business processes, identifying opportunities for improvements, and supporting the implementation of technology solutions. The ideal candidate will have a strong understanding of Fi-Tek and Delta Data products, mutual funds operations, fee billing procedures, and a keen ability to translate business needs into effective workflows.
Key Responsibilities
• Pair with stakeholders to gather and understand business requirements specific to Fi-Tek and Delta Data's products and operations.
• Partner with various internal/external administrators, transfer agencies on compliance, audit and financials, while ensuring all accounting functions follow SEC and FINRA regulations.
• Analyze and document business processes and workflows related to fee billing within mutual funds.
• Perform gap analysis to determine current/future state and process flows.
• Collaborate with cross-functional teams to streamline operations and enhance efficiency.
• Ensure the testing and training process are running smoothly.
Qualifications
• 3+ years of experience in back-office operations specifically in Fi-Tek and Delta Data Products.
• 4+ years of brokerage/wealth management industry Business Analyst experience.
• Experience with Fi-Tek and Delta Data products such as FUNDLinx, Phoenix Systems, National Quality Review, Wheelhouse Analytics Deal Manager, DART, Proprietary Product Manager, The Hub, DaaS, Revenue/Fee Manager.
• Successful track record for completing projects tasks under tight deadlines.
• Proficiency with business analysis techniques and tools for Agile based projects.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and collaboratively in a fast-paced environment.
FITS Consulting is an Equal Opportunity/Affirmative Action Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
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Key Responsibilities
• Pair with stakeholders to gather and understand business requirements specific to Fi-Tek and Delta Data's products and operations.
• Partner with various internal/external administrators, transfer agencies on compliance, audit and financials, while ensuring all accounting functions follow SEC and FINRA regulations.
• Analyze and document business processes and workflows related to fee billing within mutual funds.
• Perform gap analysis to determine current/future state and process flows.
• Collaborate with cross-functional teams to streamline operations and enhance efficiency.
• Ensure the testing and training process are running smoothly.
Qualifications
• 3+ years of experience in back-office operations specifically in Fi-Tek and Delta Data Products.
• 4+ years of brokerage/wealth management industry Business Analyst experience.
• Experience with Fi-Tek and Delta Data products such as FUNDLinx, Phoenix Systems, National Quality Review, Wheelhouse Analytics Deal Manager, DART, Proprietary Product Manager, The Hub, DaaS, Revenue/Fee Manager.
• Successful track record for completing projects tasks under tight deadlines.
• Proficiency with business analysis techniques and tools for Agile based projects.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and collaboratively in a fast-paced environment.
FITS Consulting is an Equal Opportunity/Affirmative Action Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Apply tot his job
Apply To this Job