Accounting Technical Analyst

Evolver Commercial; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Evolver Commercial is seeking a Technical Analyst to support current technology solutions within Investment Accounting and Corporate Action teams. The role requires strong business analysis, data analytics, SDLC understanding, and industry knowledge.

The position is on-site in Boston or San Francisco, with responsibilities spanning requirements gathering, backlog prioritization, and collaboration across IT and vendor teams to optimize workflows and tooling.

Qualifications

• 5 years of experience on project teams in the financial services industry, ideally buy side.
• 5 years of hands-on business analysis, requirements gathering and documentation.
• 3 years of experience with Eagle PACE and Eagle STAR.
• Bachelor's Degree or equivalent to 5 years of work experience.
• Strong data analytics and SQL skills.
• Excellent communication and teamwork abilities.

Responsibilities

• Act as Product Owner for internal investment accounting tools and represent to users and stakeholders.
• Facilitate technology projects from start to finish, including requirements, communication with development team, testing and maintenance.
• Manage backlog of business requirements and prioritize development.
• Develop understanding of Investment Accounting/Corporate Action workflows and supporting solutions.
• Partner with data team to evaluate processes and identify workflow enhancements.
• Perform detailed data analysis and testing as needed.
• Work with IT, on/offshore teams and vendors to support applications.

Skills

Data analytics

SQL

Analytical skills

Project management

Communication skills

Education

Bachelor's degree

Tools

Eagle PACE

Eagle STAR

Eagle SRM

MyStateStreet

RKS

Alpha data platform

CRIMS IBOR

Job description

The Technical Analyst will be responsible for supporting existing technology solutions and assisting with ongoing technology initiatives within the Investment Accounting and Corporate Action business teams. The best candidate will have a strong foundation in business requirements, data analysis, SDLC, and the asset/investment management industry.

Location: On-site in San Francisco or Boston

Responsibilities:

• Act as Product Owner for one or more internal investment accounting tools and represent these tools to internal and external users and stakeholders.
• Facilitate technology projects from start to finish, including gathering/documenting requirements, communicating with development team, and may assist with testing, implementation, and ongoing maintenance.
• Manage backlog of business team's requirements and facilitate prioritization and development.
• Develop a detailed understanding of the Investment Accounting/Corporate Action workflows and current technology solutions that support investment management operations.
• Partner with the data team in evaluating processes, anticipating requirements, and identifying opportunities for application or workflow enhancements.
• Perform detailed data analysis and testing if necessary.
• Work closely with IT Department, on/offshore teams and 3rd party vendors, to support software applications and initiatives.

Basic Qualifications (Required)

• 5 years of experience on project teams in the financial services industry, ideally within a buy side organization
• 5 years of experience with hands on business analysis, requirements gathering and documentation
• 3 years of experience on the Eagle PACE and Eagle STAR
• Bachelor's Degree or equivalent of 5 years work experience

Preferred Qualifications

• Understanding of accounting data and how it relates to investment management, trading, performance, compliance and regulatory functions
• Knowledge of Corporate Actions and processing
• Understanding of financial instruments and pricing
• Experience with Eagle SRM platform is a plus
• Experience working with State Street reporting platforms is a plus--MyStateStreet reports, RKS, Alpha data platform, CRIMS IBOR
• Experience supporting production operations, issue triage and resolution a plus.
• Proficient in data analytics and SQL
• Strong analytical and problem-solving skills
• Experienced project management skills
• Excellent interpersonal and oral/written communication skills
• Ability to work effectively in a team-oriented environment