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Sun Life Financial, Inc.

Investment Business Systems Specialist

Posted 16 Hours Ago
Be an Early Applicant
Remote
17 Locations
Senior level
Remote
17 Locations
Senior level
The role involves collaborating with stakeholders to deliver innovative solutions in the asset management IT team. The specialist will gather and analyze requirements, manage discussions, lead development of quality requirement artifacts, and employ data analysis and visualization tools. Strong knowledge of financial instruments and experience with applications like Bloomberg and SQL is essential, along with a solid understanding of the software development lifecycle.
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You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job Title:  Investments Business Systems Consultant

Job description:

This role within the Investments IT team will collaborate to deliver innovative solutions for Asia Investments initiatives.  The candidate will elicit, analyze, and capture requirements to meet business partner needs in the Front / Middle / Back Offices, Distribution, Finance, Risk and Controls teams.   Strong interpersonal skills and Asset Management and/or Capital Market knowledge are required, as the incumbent will have frequent interactions with clients at all levels within the organization.  Proficient facilitation and elicitation skills are imperative to build complex business requirements in this fast-paced environment.

What will you do?

  • Partner with stakeholders, vendors, leaders, application development and testers to deliver innovative solutions in a fast paced, growing asset management environment.
  • Establish and maintain trusted advisory roles with clients by gathering and analyzing information to provide recommendations to address business issues.
  • Manage discussions, conflicts, and negotiations through to resolution, using communication strategies that align with different audience styles, environments and/or cultures. 
  • Define and clearly articulate problem statements to allow for collaboration on solutions that meet client and business needs.
  • Lead development of quality requirement artifacts using a variety of visual techniques such as process models, workflow diagrams, storyboards and use cases.
  • Facilitate sessions and drive discussions to uncover critical and/or hidden requirements, the true business need, and associated risks.   
  • Use knowledge of technical and operational challenges that may impact the rollout of an application/process to drive discussions about solutions and risk mitigation.
  • Employ data collection and analysis techniques to determine data mappings that support interfaces between applications and data stores.
  • Use tools such as SQL and Tableau to extract data and engage in data profiling.
  • Stay current with trends in emerging technologies and how they could apply to SLC Management.

What do you need to succeed?

  • 5+ years’ experience as Business System Analyst in Investments, Asset Management and/or Capital Markets environment. 
  • Strong and broad domain knowledge of investment financial instruments and asset management business.
  • Mandatory skills: Working experience on Bloomberg or Aladdin applications. Both working on the backend, and user front end.
  • Practical experience in data analytics, including data collection, analysis, and modelling. 
  • Practical experience in data extraction with reporting tools such as SQL or Tableau.
  • Evidence of effective and efficient delivery in a virtual, multi-site environment.
  • Experience with Agile delivery model, tools (e.g., Jira; confluence; Miro), and writing technical user stories.
  • Solid understanding of software development and deployment life cycle.

Preferred:

  • Highly motivated with demonstrated eagerness for continuous learning and self-growth.
  • Knowledge and/or previous experience with Markit EDM/EDMW tool
  • Business Data Analytics certification or training.
  • Proven communication, consultation, and facilitation skills to lead diverse stakeholder group to agreement.
  • Demonstrated ability to apply a variety of planning, analysis, elicitation, modelling, data mining and documentation techniques to accurately define and communicate requirements. 
  • Organized and flexible individual, comfortable in an ambiguous, fast paced, and evolving environment. 
  • Innovative team member, improving the client experience by providing alternate solutions.
  • Customer service focus to achieve valued results with a sense of urgency.

Unique Requirements:

  • All employees of Investments are committed to fair dealings and integrity in the conduct of our business. As part of that commitment, all employees are considered Access Persons under our Code of Ethics. An Access Person is someone who may have access to nonpublic information regarding Clients’ purchase or sale of securities, who is involved in making securities recommendations, or who has access to such recommendations that are nonpublic. Upon joining, employees are required to follow compliance procedures, which include the disclosure of personal investment accounts, the reportable holdings in those accounts and gain pre-clearance on personal trades.

Job Category:

IT - Application Development

Posting End Date:

27/02/2025

Top Skills

SQL
Tableau

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