- Collaborate with key stakeholders from business, technology, operations, legal & compliance to capture requirements. - Support various workstreams by organizing tasks and ensuring timely follow-ups - Identify and create user stories, use cases, workflows, and business processes that align with the stakeholders need and overall platform goals. - Maintain a product backlog - identify, groom, and validate user stories - Participate in backlog refinement and sprint planning sessions to communicate requirements and drive consensus with squad and program stakeholders - Work closely with Technology as key partner, interfacing back with business and operations teams to ensure alignment and transparency - Prepare presentations, user demos, and status updates - Gather feedback to identify and prioritize gaps, enhancements, and new features - Ideal candidate will have 4-7 years of relevant finance industry experience - Ability to formulate key business and platform requirements/stories consistent to Traditional Investment Products business objectives - Problem solving and critical thinking skills with the ability to identify and escalate risks - Ability to take direction and work independently, as well as in a team environment - Ability to analyze large datasets, identify trends, and present insights in a clear format - Ability to understand, the needs of partners and stakeholders, and translate them into actionable stories for development - Ability to understand complex processes and translate across teams and senior leadership - Firm understanding of the importance of accuracy in quality of work/downstream impacts - Excellent written and verbal communication skills and ability to effectively interact with senior management - Strong reasoning and problem-solving skills and ability to think and act like an owner - Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with - High level of organizational skills and attention to detail - Experience with Agile Methodology, including project planning, story writing, resource/capacity management, workflow creation, process mapping and design, etc. is a plus - Familiarity with Mutual Funds, 529s or UITs is a plus - Proficiency in Microsoft Office, with a particular strength in Microsoft Excel and PowerPoint is required; Microsoft Visio is a plus - Ability to multi-task in a fast-paced, changing environment - Bachelor's Degree Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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