The Business Analyst, Operations is a brand new and instrumental position within Eze's prestigious Client Services organization. The BA will be responsible for designing tools and business processes to drive success, standardization, and scalability of best practices within the Client Service organization. The team is responsible for knowledge management, data governance, business process and intelligence, strategic projects, and key performance indicators (KPIs) derived from the Salesforce (SFDC) platform and other sources. In this role there is a specific focus on data governance, reporting, metrics, dashboards, and KPIs. The analyst is responsible for working closely with client service management and our information systems team to advise, design, standardize, and produce scalable and useful reporting. Secondarily they may assist in other team initiatives and projects spanning knowledge management, external community design, business process and intelligence, and strategic initiatives.
Job Functions: - Work with Client Service leaders to identify and develop business processes to ensure efficiency, scalability, and quality outputs from the organization
- Create standardized reports and KPIs for senior management
- Work with internal teams to deliver standard and ad hoc reports to meet the needs of the business
- Define, deploy and execute processes to maintain clean and scalable data capture
- Train internal organization on systems and/or reports
- Drive the standardized request and control process to ensure consistent and reliable reporting.
Preferred Qualifications - Bacheloregree with 2-4 years of experience with SFDC / Eze Software Suite operational design and implementation (KPIs, report design, dashboards, data management, client service view of customer-specific workflows)
- Strong reporting capabilities (SFDC, SSRS, SQL, JIRA, Excel, Power BI, Tableo etc)
- Familiarity with database design, and data governance policies
- Understanding of client service best practices, preferably leveraging ITIL
- Understanding of the business and key business drivers
- Ability to interface effectively with internal teams
- Strong written and verbal communications with excellent attention to detail
- Experience managing projects that span multiple teams
Who We Are: are a trusted and proven partner to the investment community. We complement our award winning investment workflow technology with expert global customer service. We pride ourselves on fully understanding each clientnique needs and advising them on best practices and processes to maximize their operational and investment alpha. Our team is made up of more than 1,000 global employees in 11 locations worldwide. We are headquartered in Boston, with offices in Chicago, Hong Kong, Hyderabad, London, New York, Rio De Janeiro, San Francisco, Singapore, Stamford, and Sydney.
Our Culture: We are a highly dedicated team of innovators and experts who love to collaborate on the cutting edge. We service our clientsique and growing needs with highly configurable, expansive, and integrated products for the entire investment process and community and we are never satisfied until our customers are delighted. We celebrate this passion and commitment by fostering a culture that promotes innovation, growth, communication and achievement from the bottom up. We nurture the entrepreneurial spirit and welcome productive debated. We encourage open communications and upward feedback, we learn quickly from our mistakes, challenge the status quo l while remaining accountable to our colleagues and clients. We also understand work is a big part of life, so having fun and celebrating hard work is core within our culture.
Eze Software Group is an equal opportunity employer.