Business Analyst

  • location: Orinda, CA
  • type: Permanent
  • salary: $70,000 - $75,000 per year

job description

Business Analyst

job summary:
GPS Help is a help desk at our client that supports the functions and data integrity of our accounting system, GPS. We have two instances of GPS in Boston, which supports our operations in Boston, Orinda, London, Utrecht, and Singapore. We also provide accounting services and support for one of our affiliates located in Houston, Texas. We are looking for a west coast employee to extend east coast support to 7:30pm local Boston time and be the point person for end-of-day trade processing resolution.

The following is a list of what might happen in a typical day:

  • Monitor data management reports and corporate action announcements using Bloomberg and in-house audit reports.
  • Daily review and resolution of data exceptions as related to GPS (accounting system) and DW (data warehouse) databases. Resolution most often Security Master-related data.
  • New security setups
  • **Primary point of contact for end-of-day trade processing. Trades are sent from the trading platform and often need last-minute new security additions, or error out for various reasons. This EOD process is triaged by the EOD GPS support person to resolve all trade processing before closing out for the day.
  • Research and resolve issues reported by users in a timely manner.
  • Gather requirements for new functionality, write functional specifications, and assist with testing.
  • Work collaboratively with trading and settlement teams to resolve issues.
  • Work Hours: 8:30am - 4:30pm PDT
Education & Qualifications:

  • Bachelor's Degree or equivalent professional business experience
  • 5+ years of experience in the investment management industry with an emphasis on fixed income and derivative instruments and operational or technical support.
  • Experience with Bloomberg.
  • Experience with SQL for querying, updating, or adding data.
  • Experience with the Charles River Trading system is a plus. This is not currently used by the team but is in the plan for the new position to be most effective in triaging EOD trade processing issues.
  • A proactive approach to researching problems and resolving them with careful attention to detail.
  • A customer-service-focused attitude.
  • Communication and documentation skills
 
location: Orinda, California
job type: Permanent
salary: $70,000 - 75,000 per year
work hours: 8am to 4pm
education: Bachelors
 
responsibilities:
GPS Help is a help desk at Loomis Sayles that supports the functions and data integrity of our accounting system, GPS. We have two instances of GPS in Boston, which support Loomis operations in Boston, Orinda, London, Utrecht, and Singapore. We also provide accounting services and support for one of our affiliates located in Houston, Texas. We are looking for a west coast employee to extend east coast support to 7:30pm local Boston time and be the point person for end-of-day trade processing resolution.

The following is a list of what might happen in a typical day:

  • Monitor data management reports and corporate action announcements using Bloomberg and in-house audit reports.
  • Daily review and resolution of data exceptions as related to GPS (accounting system) and DW (data warehouse) databases. Resolution most often Security Master-related data.
  • New security setups
  • **Primary point of contact for end-of-day trade processing. Trades are sent from the trading platform and often need last-minute new security additions, or error out for various reasons. This EOD process is triaged by the EOD GPS support person to resolve all trade processing before closing out for the day.
  • Research and resolve issues reported by users in a timely manner.
  • Gather requirements for new functionality, write functional specifications, and assist with testing.
  • Work collaboratively with trading and settlement teams to resolve issues.
  • Work Hours: 8:30am - 4:30pm PDT
 
qualifications:
  • Experience level: Experienced
  • Minimum 4 years of experience
  • Education: Bachelors
 
skills:
  • Business Analysis
  • SQL

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

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