Technology Product Lead Analyst - SMA

Full Time


    • Analyst
    • IT
    • Management

    Job Description

    Technology Product Lead Analyst - SMA in Chicago, Illinois

    Posted 02/14/23

    • Fortune 100 Financial Services Company
    • 100-year history of dedication to customer satisfaction, success and growth
    • Tremendous growth and new business strategy leading to the need for new talent
    • Significant investments in cutting-edge technology
    • Culture: Excellent work environment that fosters collaboration
    • Growth: Ability to make an impact on the direction of the organization
    • Opportunity: Gain hands-on experience working with cutting-edge technology
    • Stability: Recent financial performance of the company has reported record profits
    • Provide senior-level consulting services to business groups on process improvement projects designed to improve IT and business management results.
    • Develops and implements new processes, standards or operational plans that will have an impact on the achievement of functional results.
    • Participates in defining and formulating senior leadership's IT strategy through the review of business objectives and value proposition.
    • Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
    • Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
    • Recommends long-term improvements and changes to organization's IT systems to support future business direction and growth.
    • Coaches, reviews, and delegates work to lower-level professionals.
    Required Skills:
    • Experience working with the Global Product Strategy team, Portfolio Managers, trade and SMA operations teams.
    • Experience translating product roadmap capabilities into well-defined product features and acceptance test criteria.
    • Good technical knowledge and business acumen with a customer-first mindset focused on User-Centric/User Experience design applications and platforms.
    • Prior experience with Retail SMA, Wealth management portfolio customization/Personalization, Tax Optimization/Overlay
    Preferred Skills
    • Prioritizes and maintains the team backlog for his or her products, balancing the requirements of customers and stakeholders
    • Know and execute agile best practices and emerging trends for collaboration in a fast-paced product development environment
    • Use analytical skills and strategic perspective to identify trends & recommend solutions that will help improve the user experience
    • Support the Product team to ensure in the identification of technical problems, and devise solutions as they relate to the current and future business environment
    • Facilitate cross-functional collaboration with design, analytics, engagement, project management, and engineering
    • Support Product team with market research and generation of insights to be incorporated into the product design
    • Assists in coordinating communications, escalates and facilitates resolution of risks, issues, and changes tied to the product development initiatives
    • Work with Business Management/Strategy/Marketing partners, to develop product launch communications for internal and external stakeholders
    • Identify and capture gaps in end user experience from product launches
    • Utilizes relevant reporting tools to report on and analyze key metrics aimed at understanding and optimizing the product
    • Prior experience in scaled agile or agile product delivery.
    • Support reporting activities associated with rapid and iterative development
    • #LI-JC1