Join Western & Southern – Somewhere You Want to Be
At Western & Southern, is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 135 years, our long-term success is fueled by a deep commitment to customer service and our community.
Ranked #29 on the American Opportunity Index (AOI), Western & Southern is among the top 100 companies for career growth. We are dedicated to empowering our associates and helping them maximize their talents. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.
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Our Culture: Excellence and Collaboration
Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.
A Day in the Life of an Associate Business Analyst
This position is a liaison role between all business units within Fort Washington Investment Advisors (FWIA) and Western & Southern Systems for all hardware and software needs. This individual performs the role of a subject matter expert for all FWIA systems from a business unit/operations perspective. They will develop process improvements within FWIA business units for all pertinent systems. They will also documents and communicate all FWIA system requirements to W&S Systems and facilitate their ultimate resolution, including evaluation and installation of new system hardware and software. Position is also responsible for report evaluation, development and implementation.
Duties and Responsibilities
- Develop and implement system process improvements within internal business units and policies and procedures for all job functions within the department to ensure all processes are running efficiently.
- Define business unit requirements for new and existing system hardware and software. Ensures the maintenance of these requirements through learning and analyzing the processing functionality of new systems and staying abreast of changes to existing systems. Develops written detailed requirements for requests, reviews the requirements with the FWIA business units, and obtains sign-off before starting development.
- Define and document business unit reporting requirements and develop new and enhanced reports. Work closely with requesting individuals or areas to ensure that requests are feasible, cost-effective and have little to no adverse impact on the organization. Coordinate development of more complex reporting requests with W&S Systems.
- Keep current on technical and industry information vital to operating area by reviewing technical and trade publications. Make recommendations as to potential workflow, process or system enhancements to continuously enhance operational efficiency. Conduct cost/benefit analysis to determine savings anticipated as a result of potential implementation.
- Serve as key technical contact and work with all external vendors on new releases, issue management, system enhancements and product development, and participate in the installation and resolution of such items.
Desired Competencies and Skills:
- Bachelor's Degree Business administration, finance or information systems.
- 2-3 years’ experience in financial services preferred.
- Proven successful experience in learning new concepts and/or new applications to become the resident expert from the business and technical side.
- Proven experience and proficiency assessing, analyzing, writing and communicating business requirements/ specifications for projects between internal system groups and external vendors.
- Proven experience facilitating user-training sessions on various software applications.
- Demonstrated working knowledge of and experience in the processes and systems that support Trade Order Management, Electronic Trade Processing, Portfolio Management and Straight-Through Processing. Primary current systems include Princeton's PAM, eFront, Eagle PACE, Bloomberg Trading, Satuit preferred.
- Working knowledge of investment asset management, trade order management, report writing software and data extraction software. A plus would be to have working knowledge of data warehouse concepts, performance measurement software and analytic systems.
To view the full job description please visit – https://careers-westernsouthern.icims.com/jobs/22341/associate-business-analyst/job
Premier Benefits to Support YOU
We offer a comprehensive benefits package, including:
- Medical, dental, vision, and life insurance.
- 401(k) savings plan with pension options.
- Paid time off increasing with tenure.
- Tuition reimbursement and individualized career development plans.
- Parental leave and maternity leave with a 4-week transition back to work.
- Access to on-site amenities like a fitness center, cafeteria and more.
- Extensive employee discount program.
Western & Southern is not just a place to work, it’s somewhere to grow, lead, win and make a difference in your career and community.
Learn more at www.westernsouthern.com/careers/home-office-careers.