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Business Analyst

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One of our financial services clients is looking for a Business analyst to join their team! This person will work closely with program management team and internal business partners to ensure that project and business goals are executed and align with CAP businesses strategic priorities.

Some of the main responsibilities and requirements include:

o Support Program Management in the various operational processes related to the following areas:
o Client Onboarding
o Billing and Operations
o Review Management Reconciliation Report
o Alternative Investment Reviews
o Run EDW reports
o Annual Account Maintenance
o Ongoing Account Maintenance
o Track resolution and escalation items with Central Business Review Unit
o Process/Track Terminations
o Run portfolio level surveillance model which will monitor advisory program violations.
o Responsible for monitoring violations at both the account and portfolio level
o Developing and running the model that will identify violations.
o Daily monitoring for held long relationships; monthly for relationships with assets held long and away and for entirely held away.
o Responsible for documenting whether or not the violations apply and notifying the branch of exceptions
o Entering exceptions into MDC.
o Responsible for reviewing outstanding exceptions on a quarterly basis to make sure that that portfolio level exception is still applicable.
o Monitor Principal Trading at the individual account level.
o Assist in authoring program operational desk procedures

TOP 3 required skills that candidates must have and how they might appear on a resume are:
1.) Strong analytical and project management skills
2.) Ability to multi-task and prioritize workload is critical as the temp will often be required to work on several projects simultaneously, across different strategic priorities within CAP and budget time accordingly between these different tasks
3.) Excellent Microsoft Excel and PowerPoint skills are a must. Strong MS Access or other database skills is a plus

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