Overview
On Site
Full Time
Skills
Interviewing
Functional Requirements
Articulate
Management
Data Management
Testing
Requirements Elicitation
Expect
Financial Services
Asset Management
Investment Banking
Wealth Management
Fixed Income
OTC
Microsoft Exchange
Derivatives
Investment Management
Analytics
Reporting
Banking
Regulatory Reporting
Writing
User Stories
Stakeholder Management
Microsoft Excel
SQL
Process Mapping
Microsoft Visio
Analytical Skill
Attention To Detail
Organized
Python
VBA
Control Flow Analysis
Artificial Intelligence
Back Office
Agile
JIRA
Oracle Management Server
EDM
EAGLE
FactSet
Cloud Computing
Microsoft Azure
Databricks
Snow Flake Schema
SAP BASIS
Law
IT Service Management
Innovation
Collaboration
Recruiting
Insurance
Finance
Professional Development
Training
Leadership
CompTIA
Customer Service
Career Counseling
Apex
Oracle Application Express
Job Details
Job#: 2075574
Job Description:
Your opportunity
To join the Investment Data Strategy & Solutions team - tasked with components of strategic projects associated with the Investment community.
Interviewing and running workshops with Portfolio Managers, Analysts, and Traders.
Identify and analyze data attributes within internal systems and document the impact proposed by change through projects or initiatives.
Understand Python and VBA applications created by users, including any pipelines and processes, identifying areas for improvement.
Create functional requirements documents and Jira tickets detailing current state and proposed changes and be able to clearly articulate these to impacted teams.
Liaise with technology teams, clearly communicating the development changes required for delivery and overseeing testing and sign off with business users.
Work with centralized data management teams to ensure that efforts in the investment management community work in synergy with those teams.
Creation of repeatable testing frameworks to ensure requirements built to your specification meet the necessary standards.
Facilitate requirements gathering meetings.
Leverage emerging technology and techniques to achieve your work goals in a timely manner.
Liaise with stakeholders and ensure regular communications with the business, technology, and data teams.
Collaborate with technical architects to ensure all change is clearly documented by updating of conceptual and logical models and ensuring data catalogues, definitions and lineage is all aligned.
Carry out other duties as assigned.
What to expect when you join our firm
Hybrid working (3 days a week working from the Denver office) and reasonable accommodations.
All-inclusive approach to Diversity, Equity, and Inclusion.
Must have skills
10+ years of experience in Financial Services (Asset Management, Investment Banking, Wealth Management etc.)
Financial knowledge. At least one of: Equity, Fixed Income, OTC and Exchange Traded Derivatives, Fund Management, Security Analytics, Performance Measurement, Risk Measurement, Portfolio Construction, Client Reporting, Banking or Regulatory Reporting. This will be assessed during the interview process.
Strong technical aptitude including some experience in Python and VBA. This will be assessed during the interview process.
Experience of working on large scale projects in a Technical Business Analyst or Data Analyst role.
Experience writing & implementing business requirements, process maps, and user stories.
Excellent stakeholder management skills.
Strong Microsoft Excel and SQL skills.
Experience with process mapping software applications: Visio, Lucid Charts etc.
Analytical, structured, and logical in approach.
Attention to detail and a delivery focused mind set.
Organized & collaborative.
Nice to have skills
Strong Python knowledge preferred. VBA knowledge advantageous.
CFA candidate preferred.
5+ years' experience of working within a data team or dealing with processing large amounts of data.
Genuine experience creating AI (multi-agent LLM) utilities.
Previous finance experience in middle and back-office processes.
Experience in Agile methodologies, including use of Jira.
Systems: Any OMS, S&P EDM (formerly CADIS), Eagle, FactSet, and Port.
Exposure to Cloud platforms, preferably Azure, DataBricks & Snowflake.
EEO Employer
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or .
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
Job Description:
Your opportunity
To join the Investment Data Strategy & Solutions team - tasked with components of strategic projects associated with the Investment community.
Interviewing and running workshops with Portfolio Managers, Analysts, and Traders.
Identify and analyze data attributes within internal systems and document the impact proposed by change through projects or initiatives.
Understand Python and VBA applications created by users, including any pipelines and processes, identifying areas for improvement.
Create functional requirements documents and Jira tickets detailing current state and proposed changes and be able to clearly articulate these to impacted teams.
Liaise with technology teams, clearly communicating the development changes required for delivery and overseeing testing and sign off with business users.
Work with centralized data management teams to ensure that efforts in the investment management community work in synergy with those teams.
Creation of repeatable testing frameworks to ensure requirements built to your specification meet the necessary standards.
Facilitate requirements gathering meetings.
Leverage emerging technology and techniques to achieve your work goals in a timely manner.
Liaise with stakeholders and ensure regular communications with the business, technology, and data teams.
Collaborate with technical architects to ensure all change is clearly documented by updating of conceptual and logical models and ensuring data catalogues, definitions and lineage is all aligned.
Carry out other duties as assigned.
What to expect when you join our firm
Hybrid working (3 days a week working from the Denver office) and reasonable accommodations.
All-inclusive approach to Diversity, Equity, and Inclusion.
Must have skills
10+ years of experience in Financial Services (Asset Management, Investment Banking, Wealth Management etc.)
Financial knowledge. At least one of: Equity, Fixed Income, OTC and Exchange Traded Derivatives, Fund Management, Security Analytics, Performance Measurement, Risk Measurement, Portfolio Construction, Client Reporting, Banking or Regulatory Reporting. This will be assessed during the interview process.
Strong technical aptitude including some experience in Python and VBA. This will be assessed during the interview process.
Experience of working on large scale projects in a Technical Business Analyst or Data Analyst role.
Experience writing & implementing business requirements, process maps, and user stories.
Excellent stakeholder management skills.
Strong Microsoft Excel and SQL skills.
Experience with process mapping software applications: Visio, Lucid Charts etc.
Analytical, structured, and logical in approach.
Attention to detail and a delivery focused mind set.
Organized & collaborative.
Nice to have skills
Strong Python knowledge preferred. VBA knowledge advantageous.
CFA candidate preferred.
5+ years' experience of working within a data team or dealing with processing large amounts of data.
Genuine experience creating AI (multi-agent LLM) utilities.
Previous finance experience in middle and back-office processes.
Experience in Agile methodologies, including use of Jira.
Systems: Any OMS, S&P EDM (formerly CADIS), Eagle, FactSet, and Port.
Exposure to Cloud platforms, preferably Azure, DataBricks & Snowflake.
EEO Employer
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or .
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.