Eagle Platform Lead - Chicago, IL

Eagle Platform Lead

Location: Chicago, IL Duration: 12 Months

Core Responsibilities:

• Provide subject matter expertise on the Eagle Accounting and Performance platforms
• Ensure the Eagle Accounting and Performance platforms are setup to support the global OCIO business
• Work with business leaders and IT business representatives to ensure understanding of requirements and alignment to future strategic direction of the business/function.
• Elicit and document functional and non-functional requirements to meet business needs.
• Deliver well-articulated business requirements that are well understood and readily consumable by development teams
• Work with Eagle, Bloomberg, Electra and other vendors to deliver projects to specifications
• Describe stories (or use cases) around usage of functionality whether it is current state or future
• Creation of documentation of formal requirements, use cases, user stories and models that map business strategy, customer demands and technology delivery
• Conduct data analysis and develop data mapping documents. Deep understanding of data related issues regarding:
• Data analysis (some statistical analysis skills)
• Modeling – understanding data types, relationships and structures
• SQL for querying databases for analysis
• Collaborate with application developers, designers, and architects to ensure a shared understanding of the business model and the detailed requirements.
• Facilitate discovery sessions to gain insights into end user and customer needs.
• Timely and accurate reporting and escalation of risk and issues for the production and maintenance of applicable project metrics and status reports within a project.
• Manages the progress of projects by tracking activity, resolving issues, and recommending actions; Provides senior management and project management with regular updates on deliverable timeline and project status.

Required Experience:

• Proven track record implementing Eagle Accounting and Eagle Performance projects
• Must have outstanding subject matter expertise with Fund Accounting and Performance measurement disciplines
• Proven track record managing large and small projects
• Proven track record conducting business analysis activities on large and small projects ensuring the right end product is developed, tested and delivered accurately
• 15+ years of experience working in the investment management industry implementing technology projects
• 5+ years of experience working with Eagle Accounting and Eagle Performance
• 3+ years of experience working as a Business data analyst conducting data analysis, modeling – understanding types, relationships and structures. Using SQL to query databases for analysis.
• Experience with describing and illustrating business process flows o Proficient with graphical tools and screen capture tools o Process flows directly related to actors (illustrated swim lanes)
• Spreadsheet skills - comfortable with complex functionality such as array calculations, pivot tables macros
• Developing and articulating outcome-based objectives particularly in developing Acceptance Criteria that are clearly understood, accepted and demonstrable by downstream development and Quality Assurance
• Must have excellent written and verbal communication skills
• Must have experience interacting with business leaders and team members at all levels to obtain, understand, refine business and data requirements; Must have experience presenting status reports to senior management.
• Must be analytical, detail oriented and adept at understanding business problems and defining solutions
• Must be familiar with both Agile and Waterfall methods of managing projects
• Must have experience leading projects using Agile methods
• Must be proficient with Sql
• Must have experience working with IT teams

Preferred Experience:

• Prior application development experience is preferred
• Experience working with Eagle, Bloomberg Aim, Charles River or other investment platforms
• Experience working as a Business Analyst for a large consulting firm

Education:

• BA/BS degree in Finance, Accounting, Math or Computer Science or related software engineering field; Advanced degree preferred.