Business Systems Analyst

This is a fully remote position, open to applicants in Colorado, +3 more states.

📋 Description

• Provide support and oversee the functions of the transfer agent system, focusing on specific outputs or services.

• Record client requirements and manage the shareholder recordkeeping system.

• Identify and resolve issues effectively.

• Execute periodic batch jobs and generate reporting outputs.

• Assess and authorize client outputs.

• Assist with vendor and client billing processes as necessary.

• Act as a liaison between technical and operational teams during client onboarding and change control processes.

• Serve as the main point of contact for internal teams and external customers regarding services and related system functionalities.

• Carry out additional duties as required and assigned.

⛳️ Requirements

• Bachelor’s degree in business administration, information technology, or a related field.

• 0–3 years of experience in the mutual fund industry.

• Familiarity with shareholder recordkeeping systems, reporting procedures, and data delivery methods.

• Proficient in Microsoft Office Suite.

• Proficient in Adobe Acrobat.

• Ability to troubleshoot using both creative and critical thinking skills.

• Strong multitasking, analytical, and organizational skills.

• Proactive, strategic, and detail-oriented approach with a focus on quality, efficiency, and effectiveness.

• Demonstrated personal integrity, responsibility, and accountability.

• Capability to effectively manage time and utilize information resources in collaboration with colleagues.

• Strong problem-solving and decision-making capabilities.

• Excellent written and verbal communication skills.

• Active listening skills and support for open idea and information exchange.

• Ability to identify, arrange for, and acquire resources to achieve individual and departmental objectives.

• Proficient in establishing and cultivating effective working relationships with colleagues and clients.

• Flexibility to adapt priorities and deadlines in response to changing circumstances and unforeseen challenges.

• Equivalent education, experience, and knowledge, skills, and abilities (KSAs) will be considered.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement plan options with company matching.

• Opportunities for professional development and growth.

• Flexible work hours and remote work options.

• Generous paid time off and holiday schedule.