Business Analyst II (Capital Markets)

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team

This role is a part of the BPS Transfer Agency organization. As a Business Analyst II, you will elicit, analyze, communicate and validate business/user requirements for processes and policies for our Transfer Agent clients. You will also translate business needs/end-user requirements into functional specifications that describe what the system, process or product/service must do to fulfill the end-user/business requirements.

Our team also partners with Technology and other Business functions to ensure critical issues are prioritized and resolved in a timely manner to minimize client impact.

What you will be doing

• Actively engaging with clients/product owner to gather business requirements.
• Assist with the product backlog and work with the Product Owner to implement the high priority items.
• Establish and validate new funds and fund updates on the Transfer Agent Systems.
• Assist with the daily/monthly client and dealer Output processes and functions.
• Provide support for Policy and Procedures roll outs and updates 
• Conduct requirement gathering workshops, brain-storming sessions, functional and non-functional requirement analysis sessions.
• Assist with communication between business units & technology on issues, enhancements, and implementation.
• Assist in the identification, isolation, resolution and communication of problems within the production environment.
• Provide Business support by analyzing production issues to assist in determining business impact and prioritization for resolution.
• Escalate critical production issues, system outages etc. to management and provide ongoing status updates.
• Recommend any available workaround solutions to business partners to avoid any transaction processing or service delays 
• Act as initial point of contact for business user support queries, respond to support queries where possible, or escalating queries within the team.
• May coordinate activities and tasks among project team members, other internal departments and client or vendor/subcontractor organizations as needed to meet project goals and ensure project completion is on schedule.
• May assign and monitor progress of project team, providing analytical support and direction.
• May serve as a liaison between internal organizations as well as in client and vendor/subcontractor organizations to ensure all project targets and requirements are met
• Identifies project management coordination gaps or areas for improvement and recommends and implements solutions or efficiencies.
• Other related duties assigned as needed.
• Working hours will be 9:00AM PST to 5:00 PM PST.

What you bring:

• 3 plus years of Financial Services experience and domain knowledge with emphasis in Transfer Agency business.
• Knowledge of end-to-end systems development life cycles, i.e., waterfall, agile and other modern approaches to project management.
• Extensive knowledge of Business Analysis standards, processes, procedures and guidelines.
• Excellent organizational, analytical and time management skills to manage multiple tasks effectively in a fast-paced environment with short deadlines.
• Excellent customer service skills that build high levels of customer satisfaction for internal and external customers
• Excellent verbal and written communication skills to various levels in the organization, e.g., executive, management, individual contributors
• Excellent problem-solving, team and time management skills
• Good understanding of workflow and process flow diagramming
• Good working knowledge of MS products such as Excel, Word, Access, MS Project.
• Good Team Player.

Privacy Statement

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Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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