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Business Analyst
AllianceBernstein
Nashville, TN, United States
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AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 22 countries, with more than 3,400 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW®.
IT Group Description:
The Private Client Program Management team works closely with the Private Client group to enable strategic change through technology. The team manages a collection of related Private Client projects, as well as business as usual efforts, which involve most of the applications used by the PC Sales, Servicing, Compliance and Marketing teams, as well as the Wealth Management and Investment Policy groups.
IT Job Description:
We are seeking a Nashville based Business Analyst to join our Private Client IT Program Management team within Private Client Technology.
Describe the role:
While the role is in Private Client Technology, it is not a technical position. Private Client Business Analysts collaborate with a variety of teams across the firm to understand business needs and identify how technology can meet those needs through the design and implementation of efficient processes and tools. BA’s work with Business Sponsors and Stakeholders to understand the business problem we area solving for and the intended outcome. They strategize on the approach, collaborate on requirements definition and partner with the Development and Quality Assurance teams to architect and implement a solution.
Describe the applications and business or enterprise functions the role supports:
The role supports Private Client and involves building new and/or enhancing existing applications and processes. The team is responsible for many of the applications used by Private Client. The BPM workstream is responsible for the following PC Sales and Compliance platforms: BPM transaction management (Office Teams, Office Mobile), e-Signature (DocuSign), Role Security Approval and Maintenance (PC/I Security) and Product Information and Documentation (Product Central). The role also involves PC initiatives that leverage our Cashflow and Interdepartmental Transaction Management System (ACE).
The key job responsibilities include, but are not limited to:
• Conducting meetings, gathering critical information and producing organized, detail oriented meeting notes, documentation and requirements
• Structuring ambiguous business problems and recommending concrete solutions using process design and supporting technologies
• Performing in-depth requirement analysis
• Communicating the results of your efforts in a clear and concise manner
• Working closely with business parties to define requirements
• Collaborate with development teams on interface design and implementation
• Ensuring solutions meet business needs and requirements
• Creation of test cases
• Performing user acceptance testing
• Serving as liaison between the business and technology
• Monitoring deliverables and ensuring timely completion of assigned tasks
What makes this role unique or interesting?
Within this role the individual will work closely with the Private Client Business (specifically PC Sales & Servicing) to review and enhance existing and future business processes. The individual will learn to understand and dissect current business process, as well as help create new business processes with the objective of creating more streamlined and less manual/cumbersome processes using technology.
What is the professional development value of this role?
Within this role the individual will be exposed to many areas of the Private Client business and technology, therefore expanding their knowledge of these departments. With this knowledge they can determine if they would like to explore other areas.
Job Qualifications:
Qualifications, Experience, Education:
• Bachelor’s degree and at least 2 years’ business analyst experience, preferably in reporting
• Experience working in an agile environment leveraging agile methodologies preferred
• Understanding of the financial services industry, including market knowledge across equities, fixed income, multi-asset, and/or alternative strategies, including hedge funds, private equity, and real estate, a plus!
Skills:
• Excellent planning, organizational and time management skills
• Strong and concise communication skills (written, verbal and presentation)
• Proven ability to structure ambiguous business problems and partner with IT to recommend technology solutions
• Exceptional analytical and conceptual thinking skills
• Excellent documentation skills
• Skilled in building and managing relationships with key stakeholders and business partners
• Client focused with a strong sense of ownership and follow-through
• Highly motivated with the ability to work effectively independently and within a team
• Extremely detail-oriented and deadline driven with proven ability to multi-task across projects
• Propensity to learn new areas of the business, processes and applications quickly
• Competency in Microsoft applications including Word, Excel and Outlook.
Special Knowledge:
Exposure to business process re-engineering or redesign.