Front Office Research Technology Business Analyst

Title:  Front Office Research Technology Business Analyst
Location: New York, NY

Job Summary

About the team

Advisory Technology Training (ATT) is a technology training team that supports the Global Research business. The team is located in New York, London, Hong Kong & Krakow and supports over 1000 Research Analysts & Associates and Investment Bank staff.

The team’s objective is to ensure proprietary Investment Bank Research, CRM, desktop & mobile technology platforms are used optimally by revenue- and non-revenue-generating end-users globally.

Role

The three pillars of an ATT team member are:

1. Training content creation & management
2. Business analysis, change management and training support
3. Artificial intelligence thought leader

Responsibilities

• Engage users of research technology applications to ensure users can fully leverage the applications available to them though training and support
• Raise awareness of research applications, key features and how these can support core business processes within the Research department
• Plan and lead change management initiatives including communications plans, training, documentation and support for new applications or application features
• Work closely with users to Identify AI opportunities within the current business processes and drive these ideas through to solutions
• Propose new ideas around improving access to training service and content ultimately improving applications knowledge among users
• Report feedback and further requirements for enhancements from users and communicate these to business analyst teams

• Participate in user acceptance testing (UAT) of Client’s proprietary products as part of knowledge gathering
• Help facilitate and run usability sessions and/or pilot schemes with respect to application design and requirements
• Produce client-facing training materials such as online guides, eLearning tools, PowerPoint decks and emails
• Maintain team website & other internal team tools and process documentation
• Produce metrics on team responsibilities and goals

Competencies

• Strong verbal and written communication ability in English
• Excellent presentation skills
• Experience with using AI tools and ideally some computer programming knowledge eg in Python, VB Script
• Data analytics and reporting skills, ideally in Excel, Power BI
• Able to build rapport with research analysts/users and identify business requirements and implement ideas
• Creative problem solver able to handle uncertainty
• Passion to learn and grow is essential
• Experience in working in a global organisation and/or virtual team environment across multiple time zones
• Works well in a matrix organisation with global stakeholders – ability to influence without authority
• Team player as well as being able to work independently to do what it what it takes to get the job done
• Knowledge of Investment Banking/Research and/or finance/economics/accounting background
• Project Management experience would be helpful
• IT support experience would be helpful