Operations Data/Business Analyst with Managed Products Operation (SAT)

Keywords: project manager, PM, data analysis, data analyst, We are working with our client in locating a Senior Business Analyst to support activities identified by the Brokerage leadership. In this role, you will drive the requirements process for defining a brokerage trading solution and implementation design for investment consulting trading capabilities. Activities include the planning, review and analysis of complex business issues/problems associated with the implementation of wealth management/investment management, brokerage and trading applications for the brokerage business.  In this role, you will: Manage the entire work stream for the Investment Consulting Trading project for Brokerage for the data conversion of investment plans from one tool to another tool. Expertise with business requirements & process flows surrounding changes to existing and new applications as they relate to application functionality and business process requirements. Have responsibility for overseeing and coordinating application testing, including the creation of a master test plan, test case and use case creation, test execution and defect reporting. Facilitate weekly applications issues and remediation meetings. Responsible for managing the successful analysis and data conversion of the investment plans from one tool to another tool, working closely with the Managed Product Operations team within the Wealth Management organization. Requirements: Bachelor’s degree Strong data analysis background 10+ years of project management experience in the Financial Services industry, with a proven track record of managing successful data conversions involving SAT. 7+ years of business analysis experience in the Financial Services industry. Ability to provide subject matter expertise with the SAT tool and have a proven track record relating to data conversion from one tool to another tool.  Prior SAT plan migration or IPS data conversion experience a plus. Strong analytical skills, data conversion and Managed Products Operations background.   Proven track record in converting the current universe of investment plans to a new platform.  Advanced user of the following applications:  MS Project, Word, PowerPoint, Excel, and Visio. Previous experience with wealth management applications and the investment management process are highly desired. Demonstrated ability to manage a team, prioritize and execute against conflicting demands and situations. Ability to lead a complex business analysis work stream and manage to aggressive delivery timelines with stakeholder signoff and solution design. Experience working in a business analyst role on a large and highly complex vendor-based solution for a brokerage business is a requirement. Solid, relevant experience from a top firm. Excellent verbal and written communication skills Self-starter that is driven for finding solutions to issues and demonstrate the ability to think creatively and independently in providing suggestions to achieve positive results. Ability to provide example of business analysis/business requirements document and to provide an example of a business analysis artifact related to a complex project that would be applicable here.  Start Date: ASAP Duration: Through the end of the year with possibility of extension Location: Minneapolis, MN To apply, please send a Word version of your resume and cover letter to bobrien@clarityconsultants.com with the Job # 1822 in the subject line.  About Us:Clarity Consultants represents top tier talent in corporate Training and Development. When Fortune 500 firms have Training & Development needs, they call us first! We get new opportunities daily. If the above opportunity is not for you and you are a Learning and Development professional, please send us your resume by going to our website!  We're Clarity Consultants and we represent a world of opportunities to the best and the brightest Training and Development consultants in the United States. For more info and to register with us please visit our website at www.clarityconsultants.com    Status: Full Time, Temporary/Contract/Project Job Location: minneapolis, MN 55401 Job Ref Code: KRJ1822 Clarity Consultants is an Equal Opportunity Employer. Clarity Consultants represents seasoned Learning and Development consultants nationwide. With nearly 15 years of success serving Fortune 1000 firms, companies call us first when they need a contract Learning and Development professional. We represent experienced consultants who enjoy the intellectual stimulation and freedom of being a consultant to world-class companies. If you are a Learning and Development professional with over five years of experience, please contact us. We receive new consulting opportunities daily — one of them could be for you! To see all Clarity Consultants opportunities, please click here . For more information about our company, please visit http://www.clarityconsultants.com/.