Investment Application Support Analyst

Colorado PERA; Denver (CO); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Hybrid work option

Job summary

Colorado PERA is seeking an Investment Application Support Analyst to resolve data, operational, and workflow issues across public and private markets investment systems. You will document business requirements and collaborate with end users to improve system functionality.

You will verify data quality, develop dashboards, and assist with system implementations, upgrades, and training. A strong background in investment operations and BI tools is essential.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or closely related field.
• Five years of Investment Operations, Investment Accounting, and/or Investment System experience.
• Ability to document business requirements, processes, and test cases.

Responsibilities

• Participates in the production support rotation for day-to-day system issues.
• Validates data integrity checks across data warehouse, private markets, and OMS.
• Acts as Data Steward ensuring accuracy and completeness of investment data.
• Translates business requirements into functional specifications for stakeholders.
• Liaises between business users, technical teams, and vendors to resolve issues.
• Creates dashboards/reports to support investment analysis, reconciliations, and performance.
• Supports system implementations/upgrades with testing and research assistance.
• Conducts demonstrations, UAT, and training for new features.
• Completes quarterly/annual reporting as defined by policy or statute.
• Supports Investment Operations tasks including corporate actions, cash management, settlements, and reconciliations.

Skills

Data integrity

Business analysis

Communication

Agile methodology

AI tools

Training & staff development

Education

Bachelor's degree in Business/Finance/Accounting

Tools

BlackRock Aladdin

Bloomberg

LongView

Snowflake

Power BI

Job description

Summary Of Job Responsibilities

The Investment Application Support Analyst will be responsible for resolving data, operational, and workflow issues within the public and private markets investment systems. The Analyst will also work with end users to assist with documenting and developing business requirements for the investment systems.

Essential Duties And Responsibilities

Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.

• Participates in the production support rotation, providing coverage of the day-to-day functional and operational issues within the investment systems
• Validates control checks daily for data integrity of the data warehouse, private markets, and order management systems, and identifies and proposes solutions to exceptions
• Serves as a Data Steward to ensure accuracy and completeness of data within the investment systems
• Documents current business processes, investigates investment customers' business needs, and translates them into clear, detailed, functional requirements
• Liaises between business users, technical teams, and software vendors to investigate and/or develop solutions to business/systems issues
• Creates and modifies dashboards and reports to assist with investment analysis, reconciliations, and system performance.
• Provides research assistance and functionality testing for investment system implementations and upgrades
• Facilitates demonstrations, user acceptance testing, creation of job aids, and occasional training activities for the release of new system enhancements and functionality
• Completes quarterly and annual reporting requirements as defined by policy or statute
• Provides coverage of Investment Operations' responsibilities, including processing of corporate actions, cash management, trade settlements, and reconciliation of positions, cash, and transactions.
• Cross-trains and cross-covers Investment Operations' desks for contingency backup and knowledge growth
• Maintains up-to-date documentation, procedures, and policies
• Carries out other duties as assigned

Job Qualifications

• Bachelor's degree in Business, Finance, Accounting, or closely related field; five years of Investment Operations, Investment Accounting, and/or Investment System experience; or equivalent combination of education and experience
• Broad knowledge of public and private market investment instruments and familiarity with investment-related software such as BlackRock Aladdin, Bloomberg, and LongView. Experience with Snowflake and Power BI preferred.
• Experience creating documentation such as business requirements, process diagrams, and test cases
• Ability to succinctly and clearly communicate complex business requirements and technical information to various stakeholders
• Experience with business process modeling, business analysis, and Agile methodology
• Experience leveraging AI tools to enhance productivity and efficiency, proactively identifying opportunities to apply emerging technologies that improve workflows and outcomes
• Strong analytical skills (Assessment / Decision Making / Problem Solving)
• Interpersonal skills including customer service, training, and conflict management
• Effective oral, written, and presentation communication skills

Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.
• Occasional moving and positioning supplies in excess of 20 pounds
• All employees are expected to present themselves in a professional manner in alignment with the financial services industry

Hybrid Work Option

• Opportunity to work from home up to three days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.