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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business analysis and project management methodologies, particularly Agile, while effectively bridging the gap between business stakeholders and technology teams. Proficient in system migrations and data transitions, with strong analytical skills to identify process improvements and risks.
Highest-signal resume keywords
Business AnalysisProject ManagementSystem MigrationsStakeholder ManagementAgile Methodologies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisProcess MappingDocumentationRequirements GatheringUser Acceptance TestingRisk AssessmentSpecification DevelopmentTraining DevelopmentFeedback AnalysisOptimization
Soft Skills
Analytical AbilitiesProblem-SolvingCommunication
Tools & Technologies
ConfluenceDrawIOExcelSQLJiraServiceNowAladdin
Industry Keywords
Investment ManagementAsset ManagementBusiness StakeholdersTechnology TeamsProcess Improvement
Tech Stack
Tools & technologiesServiceNowSQL
About the role
Key responsibilities & impact- Function as a liaison between business stakeholders and technology teams
- Ensure requirements are accurately captured, processes are streamlined, and deliverables are aligned with business objectives
- Analyze and document current-state and future-state business, identifying gaps and opportunities for improvement
- Convert business objectives and requirements into clear, actionable specifications for technology teams
- Facilitate user acceptance testing (UAT) and sign-off of applications and processes
- Assess and communicate the impact of technology changes on business operations, processes, and roles
- Develop training materials, conduct training sessions, and provide ongoing support to business users during and after migration
- Proactively identify business risks related to migration, integration, and process changes and implement necessary mitigation strategy
- Gather and analyze feedback from business users to identify areas for process improvement and optimization
- Document lessons learned and best practices for future migrations, technology transitions, and overall platform support
Requirements
What you’ll need- Bachelor's degree in Business, IT, or related field
- 4-6+ years’ experience with system migrations, data transitions, or similar transformation projects with demonstratable leadership responsibilities
- Advanced knowledge and substantiated work within business analysis and project management methodologies (Agile) and industry best practices
- Proficiency in documentation tools (Confluence, DrawIO for process mapping), data analysis tools (Excel, SQL basics), and project management tools (Jira, ServiceNow, etc.)
- Previous experience with Aladdin or other Investment Management OMS
- Knowledge of the Investment Management/Asset Management industry
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication
- Proven stakeholder management experience across multiple business units
- Ability to work in fast-paced, changing environments
Benefits
Comp & perks- Sign-on bonus
- Restricted stock units
- Discretionary awards
- Medical benefits
- Financial benefits
- Other benefits
- 401(k) eligibility
- Paid vacation
- Paid sick time
- Paid parental leave
