Radial

Business Analyst Client Onboarding

Radial • $110K — $130K *
Boston, MA 02115In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree or higher in a relevant field
  • CFA designation preferred
  • Over 10 years of experience in financial services
  • Strong understanding of investment data and processes
  • Experience in implementing software or data services
  • Technical skills in SQL and database design advantageous
  • Ability to communicate effectively under pressure

Responsibilities

  • Support client implementation efforts focusing on configuration and setup
  • Collaborate with project teams to establish delivery plans
  • Provide analysis of current and future data-centric operational models
  • Liaise with clients to document implementation requirements
  • Maintain subject matter expertise for consultancy and configuration
  • Analyze data mappings and workflow for client implementations
  • Oversee internal and client testing activities before project go-live

Benefits

  • Opportunity for ongoing training and skill enhancements
  • Engagement in a client-facing collaborative role
  • Access to diverse and complex business projects
  • Work in a dynamic and evolving environment
  • Foster a culture of individual responsibility and accountability
Full Job Description
Our new data platform enables aggregation, enrichment, validation and client consumption of investment data. Clients' will be able to manage multi-asset class data from any service provider or data vendor for a more holistic and integrated view of their holdings.

Reporting to the Client Implementation Lead, the Business Analyst is a versatile individual with strong business and data analysis skills that can be leveraged for the development and support of the Solutions services and product offerings. The successful candidate must be skilled in complex business data analysis; have expertise with functional requirements gathering and documentation; have excellent verbal, written, and presentation skills; have a proven ability to liaise between business/implementation and technology teams and display strong collaboration skills. This role is a client-facing role and is part of the Client Implementation Team.

Responsibilities:
  • Support individual client implementation efforts with a particular focus on driving forward configuration and set up, the business requirements, data loading and testing phases of the effort
    • Work with the wider project team and Project Manager to help establish project delivery plans and delivery estimates.
    • Provide analysis to clients (internal and external) on current and future state data-centric operating models
    • Liaise with clients in order to establish and document implementation requirements, develop "use cases" to document requirements
    • Maintain an excellent working knowledge of the offering to perform subject matter expert activities, consultancy, implementation configuration and demonstrations
    • Analyze and document data mappings from source systems to the data solution and onward data outputs for client implementations
    • Analyze and document any derivation, workflow and enrichment required within the solution for client implementations
    • Solution the business problem by working closely with development team
    • Implement our managed service offering, in collaboration with core development team
    • Support internal and client testing activities prior to "go live" date and immediate post-production transition with the support of test plan development and test scripts
    • Help manage project to time and cost objectives
  • Support on-going enhancements to scope of services for existing clients as needed
  • Contribute input on specific and overall product requirements (for specific client or to close product gaps) and enlist the platform's Product support
  • Collaborate with other implementation team members to share best practices, raise issues, develop consistent global processes
  • Knowledge and working experience of SQL, Oracle, Toad, Squirrel, EDM and ETL are all an advantage.

Individual Contributor:
  • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role
  • Ensure that the highest level of the Code of Conduct is displayed in your behaviour
  • Provide appropriate management information as required to support business unit decision making
  • Support the 'Risk Excellence' culture within the business
  • Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations

Requirements:
  • Bachelor's degree or above.
  • CFA designation is a differentiator
  • 10+ years of financial services experience is preferred.
  • Clear understanding of investment data and aspects of investment process
  • Previous experience implementing software or data service is preferred
  • Experience in or desire to learn technical skills, e.g , SQL, database design, multi-tenancy architecture, etc. is required
  • SQL experience is a big plus
  • Ability to effectively communicate
  • Ability to multitask and work under high pressure deadlines.
  • Ability to reprioritize quickly.
Key Attributes
  • Team player with professional and positive approach
  • Flexible and can adapt easily to changing/evolving role requirements
  • Creative, innovative and able to think outside of the box
  • Strong attention to detail
  • Self-motivated & self-sufficient
  • Effective communicator at all levels of the organization
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About Radial

Radial is a leading provider of e-commerce technology and operations solutions for retailers and brands. The company offers a range of services, including order management, payment processing, fraud detection, and customer care. Radial's solutions are designed to help retailers and brands improve their online shopping experiences, increase sales, and reduce costs. The company serves a wide range of industries, including fashion, beauty, electronics, and home goods. Radial is headquartered in King of Prussia, Pennsylvania, and has operations in the United States, Europe, and Asia.
Learn more about Radial
Size
7,000 employees
Industry
Business Services
Founded
1999
* Ladders Estimates

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