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Marsh McLennan

Business Analyst (Investments) - Contract

Posted 17 Days Ago
Charlotte, NC
Mid level
Charlotte, NC
Mid level
The Business Analyst will support the investment team by assessing current workflows, improving data automation, and collaborating with stakeholders to enhance reporting and monitoring systems.
The summary above was generated by AI

Company:Mercer

Description:

What can you expect:

The Business Analyst (BA) will be required to effectively apply technical skills to support the front office Outsourced Chief Investment Officer (OCIO) investment team (across all regions, segments and asset classes) stakeholders in the articulation of requirements, processes and future workflows. The individual will be able to hit the ground running, complete an end to end assessment of the current operating model, identify areas of improvements and action those improvements by raising detailed requirements and drive the solution through to full definition. The individual will also help identify some key metrics and embed those into day to day monitoring for the data team so that it becomes an efficient part of the future business. This will be a fixed term contract role for an initial 6 month period.

We will rely on you to:

We are looking for a Business Analyst or SME in wealth management to join the team and:

  • Improve automation of Data quality checks within a data warehouse.
  • Improve automation of manual input reports to the data warehouse and automation of reporting from the data warehouse.
  • Build out a metrics led approach to monitoring and identifying improvements across the OCIO data function.
  • Consult with development team to ensure requirements are clear and to resolve outstanding questions or issues.
  • Lead user group meetings and work with stakeholders to assist in prioritizing the backlog.
  • Assist in the development of product roadmaps.
  • Work closely in region with business stakeholders to understand how local requirements can map into our broader global solution.

What you need to have: 

  • Experience of working with a fund administrator, asset manager or wealth manager is a necessity.
  • Relevant senior business analysts or SME experience.
  • Strong attention to detail.
  • Experience in performing analysis with vendors, working with investment management stakeholders like portfolio managers, operations, traders, client facing teams.
  • Sound knowledge of software development methodologies, Agile development, tools, SDLC, and technologies.
  • Experience performing investment analysis for use in investment decision making.

What makes you stand out:

  • Experience working with the BNYM Eagle platform.
  • Strong interpersonal skills to communicate with internal and external clients at all levels.
  • Experience with cloud-based Data Warehouse/lake platforms, such as AWS data technologies, Databricks, and Snowflake platforms.
  • Experience in gathering requirements for end User Interface design optimizing the solutions we build internally for end user experience and being thoughtful on how internally built solutions work alongside our vended solutions.
  • Knowledge of BI tools (e.g. Qlik) and designing data solutions for ease of use by BI platforms to enable data self-service.
  • Proficiency in SQL and experience with relational databases.
  • Excellent communication and collaboration skills, with the ability to effectively communicate technical concepts to non-technical stakeholders.
  • Knowledge of an OCIO business model.
  • Ability to apply industry best practices.
  • Strong ability to document processes, understanding workflows and translating those into requirements.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [email protected] to discuss any specific needs.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Top Skills

AWS
Bi Tools
Data Warehousing
Databricks
Qlik
Snowflake
SQL

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