Client Reporting Business Analyst

Client Reporting Business Analyst Olmstead is seeking a Client Reporting Business Analyst to support our fast-growing Client Experience & Engagement practice, working on sales and servicing projects in the investment management industry. Responsibilities Valued team member of projects across Olmstead’s Client Experience & Engagement offering, including Client Engagement Lifecycle Strategies, Vendor Selections, and Solution Implementations Lead business analyst efforts on Vendor Assessments and Implementations for Client Reporting, Sales Enablement, CRM, and/or Digital/Web solutions Author business requirements, design specifications, and test plans/scripts Document as-is and to-be process views Bridge gap between client’s business and IT personnel Qualifications Brings hands-on experience with investment management sales and service processes and materials, including Client Reports, Pitch Books, RFPs/DDQs, Fact Sheets, Client Onboarding, and CRM Has the ability to work independently and also contribute as part of a project team Has strong knowledge of investment management processes and data flows Has the ability to clearly articulate process designs Has advanced written and oral communication skills Has been involved in systems implementations in this domain Having held a client servicing operational role is desirable Experience working in an agile environment strongly preferred If you are interested in joining Olmstead, please send an email to View email address on click.appcast.io #J-18808-Ljbffr Olmstead Associates