Description

·       Partner with Investment stakeholders to document current-state processes, systems, and data flows, identifying gaps, risks, and opportunities for improvement.

·       Conduct interviews and working sessions to capture business needs and translate them into clear requirements for the new data platform.

·       Elicit, document, and manage business and technical requirements to support platform design and implementation.

·       Support the definition of future-state workflows and operating models aligned with the new investment data platform.

·       Develop a strong understanding of existing investment systems and data architecture, including integration points and dependencies.

·       Create and maintain detailed documentation including current-state assessments, future-state designs, and data flow diagrams.

·       Assist with data mapping, validation, and reconciliation activities during platform implementation.

·       Develop and execute testing strategies, including user acceptance testing, to ensure successful delivery of platform capabilities.

·       Support change management and transition activities to ensure adoption of new processes and systems.

·       Provide ongoing support through data analysis, reporting, and process refinement as the platform is implemented and stabilized.

·       Contribute to special projects and strategic initiatives as directed by the IDS Research Director.

 Required Skills

·       Bachelor’s degree from a four-year college or university.

·       7+ years of experience in gathering and documenting requirements, improving business and technical processes, and creating and implementing testing plans.

·       Excellent critical thinking skills and attention to detail to help solve problems and make decisions.

·       Experience writing technical documentation (requirements, process maps, etc.).

·       Excellent communicator and be able to produce clear and concise documentation.

·       Demonstrated experience working in a team environment.

 Additional Preferred Skills

·       Experience using programming languages such as SQL or python.

·       Experience with reporting and data visualization tools such as SQL Server Reporting Services, Tableau or Power BI.

·       Experience with robotic process automation tools such as Power Automate.

·       Investment/financial market industry experience.

Required/Desired Skills

Key Skills

Education

Bachelor's degree