<h3>Job Description</h3><div>Job Description<div><div></div><div><div></div></div><div><div><div>JOB TITLE: Business Analyst EMPLOYER: SEIA DEPARTMENT: Technology OperationsREPORTS TO: Senior Director, Technology Operations EFFECTIVE DATE: 7/1/2024 SUMMARY: This role requires a strong understanding of the wealth management industry, attention to detail, ability to be dynamic and support various integrations amongst platform solutions as well as proficiency around performance reporting and billing solutions. DUTIES AND RESPONSIBILITIES:<ul><li>Familiarity with Tamarac (or other portfolio management software), Portfolio Center, and Salesforce a huge plus. </li><li>Portfolio Reporting: Generating detailed and accurate portfolio reports for clients, including performance summaries, holdings, transactions, and other key metrics.</li><li>Data Management: Ensuring the integrity and accuracy of financial data within all systems, including the reconciliation of accounts, transactions and positions.</li><li>Billing: Setting up and maintaining fee structures and billing rules within the Tamarac system and coordination of billing client accounts with accounting.</li><li>Customization: Customizing reports and dashboards to meet the specific needs of clients or internal stakeholders, often using advanced features of the Tamarac platform.</li><li>Support and Training: Providing support and training to users including troubleshooting issues and offering guidance on best practices.</li><li>Integration: Integrating data with systems and ensuring seamless data flow across platforms.</li><li>Compliance and Documentation: Ensuring that all reports and processes comply with regulatory requirements and maintaining thorough documentation of procedures and configurations.</li><li>Performs other related duties as assigned by management.</li></ul> SUPERVISORY RESPONSIBILITIES:<ul><li>None</li></ul> QUALIFICATIONS:<ul><li>Bachelor's Degree (BA) from four-year college or university, or equivalent combination of education and experience.</li><li>3-5 years of relevant work experience in financial reporting and analysis.</li><li>Experience with performance reporting and billing, preferably using Tamarac Advisor View. </li><li>Acute analytical abilities and attention to detail are essential for this position.</li><li>Ability to work independently and formulate analysis plans with minimal supervision. </li><li>Computer skills required: Intermediate to Advanced Microsoft Excel skills (Vlookups, Pivots, Macros, VBA), knowledge of SQL queries a plus.</li><li>Licensed Series 7 a plus.</li></ul> COMPETENCIES:<ul><li>Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.</li><li>Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.</li><li>Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.</li><li>Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.</li><li>Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.</li><li>Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.</li><li>Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.</li></ul> </div></div></div></div></div>

<h3>Job Description</h3><div>Job Description<div>Job Title: Business Analyst (Accounting)Location: Newport Beach, California, 92660 (Hybrid)Duration: 12 Months Contract (Good Possibilities of extension)Position Summary:<ul><li>The Enterprise Finance, Risk & Actuarial Transformation Office is seeking a Business Process Analyst to formulate and write business requirements as part of an enterprise-wide finance transformation project.</li><li>This position will focus on end-to-end financial reporting process design from transactional accounting, consolidations through management reporting functions. </li></ul>Responsibilities: Interpret verbalized and written business process narratives and documents and transcribe them into business user needs and expectations from the system. Document these needs and expectations and write them into a series of system outcomes and process owner requirements. Capture from process discussions information to create future state flowcharts that will describe business process including controls, steps and procedures. Compile and formalize requirements into comprehensive Business Requirements documents. Support fit/gap analysis and solution design in partnership with technology. Update and maintain business requirements traceability matrix.Factors for Success: At least a bachelor's degree in finance, Accounting, Information Technology or Technical Writing. Excellent communication and writing skills 5 or more years of experience in documenting complex business systems, preferably with accounting or financial applications Understanding of systems integrations, controls, and data governance processes Experience working in a large corporate environment with complex organization structures Ability to work independently on assignments Knowledge of Oracle Cloud ERP and EPM applications very helpful.Trinus Corporation, a leading provider of technology solutions and services with over 25 years of experience, is a certified WBE/MBE/SBE/SDB firm accredited by WBENC, NMSDC, and SBA.Our mission is to shape the future of work by aligning the right mix of people, process, technology, and innovation to efficiently meet our clients' business objectives.At Trinus, we understand that finding the right opportunity is pivotal in your career journey. Our staffing services go beyond mere placements; they are about matching your skills and aspirations with the perfect fit.To learn more about us, please visit our website www.trinus.com</div></div>

About the job Lead Business Analyst (Capital Markets Domain) Role: Lead Business Analyst (Capital Markets Domain)Location: Newport Beach, California, United States Office space available at location listed Location: Newport Beach CA (100% onsite)Industry: Financial Services - Commercial Banking Job Category: Information Technology - Other IT Duration: Fulltime CompensationBase Salary - USD $100,000 to $115,000 Full-time Benefits - Full Relocation Assistance Available - Possible for ideal candidate Commission Compensation - No Bonus Eligible - No Overtime Eligible - No Interview Travel Reimbursed - No Candidate Details 7+ to 10 years experienceSeniority Level - Mid-Senior Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Occasionally1 Security Clearance Required: No Visa Candidate Considered: No Qualifications: Bachelors degree in business, Finance, Computer Science, or a related field. MBA or relevant certifications (e.g., PMP, CBAP) is a plus. Proven experience as a Business Analyst and Project Lead in the Capital Markets domain. 7-10 years of experience Excellent communication skills Strong knowledge of investment banking products, Pricing, processes, and regulations. Proficiency in project management tools and methodologies. Excellent analytical, problem-solving, and communication skills. Ability to work independently and in a collaborative team environment. Strong attention to detail and a commitment to delivering high-quality results. Excellent communication and interpersonal skills Proficiency in data analysis and visualization tools (e.g., SQL, Excel, Tableau) Familiarity with software development lifecycle (SDLC) and business analysis frameworks (e.g., BABOK) Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Attention to detail and ability to prioritize tasks effectively. Key Responsibilities:Requirements Gathering: Collaborate with stakeholders, including business users, project managers, and technology teams, to understand and document business requirements. This involves conducting interviews, workshops, and analyzing existing systems and processes. Analyze business processes and workflows to identify areas for improvement and optimization. Data Analysis and Reporting: Utilize data analysis tools and techniques to extract insights and inform decision making. Generate reports and dashboards to communicate project progress and key performance indicators to stakeholders. Business Process Improvement: Identify opportunities to enhance operational efficiency and effectiveness within investment banking processes. Propose and implement process improvements to streamline workflows and reduce operational costs. Solution Design: Work closely with technology teams to translate business requirements into functional specifications and design solutions that align with business objectives. This includes creating wireframes, user stories, and system design documents. Stakeholder Communication: Act as a bridge between business stakeholders, IT teams, and other relevant departments. Maintain clear and consistent communication to ensure project alignment with business goals. Project Management: Assist in project planning, tracking, and coordination to ensure timely delivery of projects. This includes creating project plans, monitoring progress, and communicating updates to stakeholders. Ensure compliance with industry regulations and internal policies. Documentation and Compliance: Maintain comprehensive project documentation, including business requirements documents, functional specifications, test plans, and user manuals, to ensure clear communication and knowledge transfer. Skills and Certifications [note: bold skills and certification are required] Lead BA Capital Market domain Communication skills

Business Analyst Jobs in Newport Beach, CA

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Lead Business Analyst Capital Markets Domain
November 4, 2024

Business Analyst
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Lead Business Analyst Capital Markets Domain
November 3, 2024

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Business Analyst Jobs in Newport Beach, CA

Business AnalystNovember 7, 2024

Business AnalystNovember 6, 2024

Lead Business Analyst Capital Markets DomainNovember 4, 2024

Business AnalystNovember 4, 2024

Lead Business Analyst Capital Markets DomainNovember 3, 2024