Oversees the acquisition, analysis, strategy and dissemination of subject matter knowledge. Conducts high level business analysis involving complex business requirements and processes. Analyzes current processes and recommends process improvements. Provides technical and business knowledge to clients. Keeps abreast of technological and competitive developments. Conducts research on industry practices and standards and other benchmarking data. Develops position statements on complex subject matter questions.
Minimum Job Specs: Bachelors Degree in technology, finance, business or equivalent, 10+ years of related financial services experience, Extensive knowledge of business functions, seasoned in project management methodology, Excellent analytical skills, Very strong relationship management skills, Strong writing and presentation skills. Strong working experience with Colline or Apex collateral management systems.
The successful candidate will be responsible for defining, planning and implementing technology solutions to achieve Collateral Management strategic directives and industry/regulatory mandates. The individual will be responsible for working with Business and Technology counterparts across global sites as a Product Owner / Sr. Business Analyst and use their knowledge of the business systems, industry, and system development lifecycle methodology to direct the execution of complex projects throughout their life cycle.
Objectives:
• Implement a comprehensive collateral management platform that services client needs, drives simplification, and reduces redundant collateral capabilities bank wide
• Implement optimization capabilities leveraging existing rules engines and designing & executing an end-to-end process flow, working with both the business and development teams, by acting in the capacity of a Product Owner.
• Implement standard, simplified data management and systems integration to ensuring flexible, robust overall offering.
Major Responsibilities:
• Lead very complex and challenging business/system requirements working session by facilitating strategic user meetings.
• Work with business team to understand requirements and develop wireframes and articulate the vision to the development team and oversee end-to-end development lifecycle.
• Responsible for designing and executing an end-to-end data and process flow working with both the business and development team. Establishing end-to-end connectivity across the eco-system including SWIFT.
• Decompose abstract and complex details/concepts into business and functional requirements that can be understood by the stakeholders (i.e. end users, developers, testers, etc.)
• Document project requirements and other project related documents with clear and concise language consistent with methodology framework.
• Work with the project team to develop and manage project plans including issue resolution and risk mitigation
• Consult with users, developers, testers, and implementation specialists.
• Direct the development of end user training plans, (business level) user acceptance test plans, and implementation plans; communicates to senior management and business representatives.
• Instruct, guide and supervise project team in the resolution of issues, risks and impediments.
• Partner with technology and business managers providing overall strategic leadership in developing and maintaining disciplined processes.
• Ensure governance with the project methodology standards, documentation, and approvals (e.g. project artifacts, tollgates, etc.)
• Manage participation from required stakeholders to ensure accurate deliverables
• Manage cross team dependencies with other business and IT areas.
Skills and Experience:
• Minimum of a Bachelor’s degree in technology, finance, business or equivalent.
• At least 15+ years of related professional financial services, with 5+ years in Collateral Management.
• Background in software implementation in the Financial Services industry working as a Business Analyst and/or Product Owner.
• Experience in Colline, Apex, Cloud Margin, etc would be a plus.
• Good working knowledge of relational and object stores with hands-on SQL experience.
• Excellent knowledge of Trade Flows, Security Reference & Market Data, Valuations, Benchmark Data, and designing end-to-end operational data flow architecture.
• Development experience in Collateral Management applications is highly desired.
• Experience in custody and settlement workflows using SWIFT for security & cash movements.
• Proven experience implementing financial systems using standardized SDLC methodologies and tools (e.g. AGILE).
• Superior verbal and written communication skills, presentation and facilitation skills.
• Very strong management, project management and leadership skills.
• High Level of proficiency in Excel, Access, VBA and Visio tools would be desired
Bachelor’s Degree