Business Analyst - Investment Accounting

Company: Global Atlantic Financial Group Opportunities
Location: Boston
Posted on: October 3, 2024

Job Description:

POSITION OVERVIEW
The Investment Accounting Systems Lead role partners with the Investment Accounting team, IT data team, IT Finance team, and primary third-party administrators to provide support, data management, and reporting. This position will be accountable for managing the data lifecycle and development throughout the Investment Accounting process.
KEY RESPONSIBILITIES:

• 
  
• New Requests/Builds
  
  • 
    
  • Collaborate with Investment Accounting data team on any data needs for reporting.
    
  • Define backlog items and requirements/design for IT Data team.
    
  • Design and develop reporting solutions to facilitate the Investment Accounting business process that complements the Global Atlantic Data Strategy.
    
  • Participate in testing and verification of technical solutions.
    
    
    
  • General Support
    
    • 
      
    • Become a subject matter expert in Investment Accounting Data Management capabilities.
      
    • Maintain application and reporting requirements to ensure appropriate documentation exists.
      
    • Provide training to new and existing users on current and future functionality.
      
      
      
    • Production Process
      
      • 
        
      • Manage and facilitate all incidents from Priority 1 to Priority 4, which includes, but is not limited to, providing support to users of applications, responding to user-based questions, tickets, and assisting with troubleshooting issues within the platform.
        
      • Manage day-to-day operational and tactical aspects of multiple projects or requests.
        
      • Provide on-call assistance as requested for after-hours issues and support needs.
        
      • Resolve incidents if able to; otherwise, escalate as needed (provide tier-2 incident response).
        
        
        
        EXPERIENCE
        
        • 
          
        • 2-5 years' experience with Fixed Income Investment and/or Investment Accounting, a plus.
          
        • General understanding of Life and Annuity products, a plus.
          
        • 2 years of demonstrable experience with Tableau or PowerBI.
          
        • Desirable, but not mandatory:
          
          • 
            
          • Experience in the following technologies - Relational Databases, Redshift, MS Excel.
            
          • Experience with a low-code platform.
            
          • Experience in a Virtual Desktop Environment.
            
          • Experience with Agile principles.
            
            
            
            SKILLS
            
            • 
              
            • Experienced SQL developer with general development skills with proven experience across 2+ programming languages, a plus.
              
            • Strong understanding of Fixed Income Investments and awareness of Investment Accounting in the Life and Annuity insurance industry, a plus.
              
            • Experience eliciting data requirements from business users.
              
            • Experience building sustainable reports from an organizational data source.
              
            • Proven experience working with vendors.
              
            • Demonstrates excellent interpersonal communication skills and documentation skills.
              
            • Work cross-functionally within IT, with an emphasis on working with a data team.
              
            • Self-disciplined, able to work independently, but also able to take direction when necessary.
              
            • Self-motivated to identify and resolve issues and in advancing personal knowledge.
              
              EDUCATION
              
              • 
                
              • An undergraduate degree in an IT-related field or accounting with an MIS focus.
                
                This role is not eligible for visa sponsorship now or in the future.
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Keywords: Global Atlantic Financial Group Opportunities, Quincy , Business Analyst - Investment Accounting, Accounting, Auditing , Boston, Massachusetts