Accounting Technical Analyst

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

Job summary

Evolver Inc. is seeking a Technical Analyst to support existing technology solutions within Investment Accounting and Corporate Action teams. The role emphasizes requirements gathering, data analysis, and SDLC understanding to enable enhancements and ongoing maintenance.

The candidate will act as Product Owner for internal tools, collaborate with IT and data teams, and coordinate with external vendors to ensure smooth project execution and reliable operations. On-site in Boston or SF.

Qualifications

• 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.

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.

Education

Bachelor's degree or equivalent

Tools

Eagle PACE

Eagle STAR

Eagle SRM

State Street reporting platforms (MyStateStreet, RKS, Alpha data, 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