Description
IN-OFFICE POSITION
The Information Systems Analyst is a key member of the Systems team responsible for supporting the technology, data, reporting, and application needs of a specialized trust-services organization providing outsourced back-office solutions to trust departments, trust companies, financial institutions, and law firms throughout the United States.
The position serves as a critical link between technology, trust operations, and clients. Primary responsibilities include developing and maintaining SQL-based reports and data extracts; monitoring databases, scheduled jobs, and data transmissions; supporting trust accounting applications; coordinating secure file transfers and interfaces; participating in software testing and implementation; and resolving internal and external client issues.
The ideal candidate combines strong technical and analytical capabilities with an understanding of financial services operations and a commitment to exceptional client service. Success requires intellectual curiosity, accuracy, strong problem-solving skills, attention to detail, and the ability to take ownership of issues from initial identification through successful resolution
Essential Duties/Responsibilities to be performed with or without accommodation Data, Reporting & Analytics
- Develop, maintain, and execute SQL queries, reports, and data extracts based on defined business and client requirements.
- Analyze data requirements and translate business needs into accurate, efficient, and scalable reporting solutions.
- Validate report outputs and data extracts for accuracy, completeness, consistency, and appropriate formatting prior to delivery.
- Monitor reporting databases, scheduled reports, batch processes, and related system jobs.
- Troubleshoot reporting errors, data discrepancies, and failed processes and coordinate resolution as appropriate.
- Utilize SQL, Microsoft Excel, Access, Visual Studio, and other approved technologies to develop effective solutions for internal and external users.
- Assist with recurring and ad hoc reporting requirements supporting trust operations, client servicing, management, audit, and regulatory needs.
Trust Systems & Application Support
- Provide application and systems support for the organization's trust accounting and related technology platforms.
- Develop and maintain working knowledge of AddVantage trust accounting and other systems supporting trust administration and operations.
- Establish and maintain authorized users within assigned software applications in accordance with established access-control procedures.
- Respond to questions and troubleshoot application, reporting, data, and interface issues.
- Work directly with internal users and external clients to understand issues, determine root causes, and implement appropriate solutions.
- Train on new systems, applications, tools, and functionality introduced by the organization.
- Responsible for completing the bi-monthly FINCEN and OFAC reporting for our clients.
- Serve as a back-up for completing the daily custodial and cash related reconciliations as needed.
Data Interfaces & File Transfers
- Coordinate new data-interface and file-transfer implementations with internal technology teams, clients, vendors, and external IT departments.
- Initiate, monitor, and troubleshoot incoming and outgoing data interfaces.
- Monitor database transmissions, file transfers, scheduled processes, and exception reports to identify potential failures or discrepancies.
- Investigate failed or incomplete transmissions and coordinate timely remediation.
- Validate data following interface implementation or material system changes.
- Maintain appropriate documentation of interface specifications, schedules, dependencies, and support procedures.
- Follow established information security and data-handling requirements when transmitting confidential client and financial information.
Client & Internal User Support
- Serve as a knowledgeable and responsive resource for internal and external clients regarding reporting, data, system, and application questions.
- Translate technical concepts into clear, practical information for financial-services professionals and other nontechnical users.
- Demonstrate ownership of client issues from initial inquiry through resolution.
- Maintain appropriate problem and incident logs and document actions taken.
- Identify recurring issues and communicate trends, root causes, and potential solutions to management.
- Prioritize issues based on client impact, operational risk, urgency, and established service expectations.
- Deliver solutions with professionalism, accuracy, responsiveness, and a strong sense of urgency.
Software Testing & Quality Assurance
- Participate actively in testing new software, system releases, enhancements, patches, and production fixes.
- Develop and execute test scenarios based on defined business and system requirements.
- Validate calculations, reports, data interfaces, workflows, and downstream impacts.
- Document testing results, defects, exceptions, and remediation requirements.
- Perform regression and user acceptance testing as appropriate.
- Partner with business users, technology resources, and vendors to ensure system changes meet established requirements before production implementation.
- Assist with post-implementation validation and issue resolution.
Project Management & Business Analysis
- Participate in technology, systems, reporting, and operational improvement projects.
- Assume ownership for assigned project activities and deliverables from requirements definition through implementation.
- Gather and document business requirements and translate requirements into technical or process solutions.
- Coordinate activities across Systems, Operations, Client Service, vendors, and external client technology teams.
- Monitor milestones, dependencies, issues, and deliverables for assigned initiatives.
- Communicate project status, risks, and implementation considerations to appropriate stakeholders.
- Identify opportunities to improve automation, scalability, efficiency, data quality, and the client experience.
Documentation & Controls
- Maintain current and accurate systems, reporting, interface, and operational documentation.
- Develop new procedures, job aids, technical documentation, and process maps as needed.
- Maintain appropriate documentation supporting system access, data transmissions, reporting processes, testing, and change management.
- Follow established information security, data privacy, change-management, and technology-control requirements.
- Support internal audits, client inquiries, risk assessments, and regulatory or control reviews as required
Requirements
Education and Experience
Qualifications
Required
- Bachelor's degree in Computer Science, Information Systems, Mathematics, Finance, Business, Financial Services, or a related field; equivalent relevant experience may be considered.
- 2–5+ years of relevant experience in information systems, data analysis, application support, financial technology, trust operations, or a related field.
- Intermediate to advanced proficiency with SQL, including the ability to develop, modify, troubleshoot, and validate queries and data extracts.
- Experience with Microsoft Excel and database/reporting technologies.
- Working knowledge of Visual Studio, Microsoft Access, Power BI or comparable development and data-management tools.
- Demonstrated analytical and problem-solving capabilities.
- Ability to analyze large or complex datasets and validate reporting accuracy.
- Strong written and verbal communication skills.
- Ability to communicate effectively with financial professionals, technology resources, vendors, and clients.
- Demonstrated ability to manage multiple assignments and priorities within established deadlines.
- Ability to work independently with limited supervision while collaborating effectively within a team.
- Strong attention to detail, organizational skills, follow-through, and accountability.
- Ability to work effectively in a high-volume, deadline-sensitive environment.
Preferred
- Experience with AddVantage Trust Accounting or comparable trust accounting/custody platforms.
- Experience within a trust company, bank trust department, institutional trust organization, wealth management firm, custody provider, or financial technology organization.
- Knowledge of trust accounting, securities processing, cash processing, reconciliation, income collection, corporate actions, or other trust operational processes.
- Experience with SFTP, automated interfaces, scheduled jobs, data feeds, or batch processing.
- Experience with software testing, user acceptance testing, and change-management processes.
- Familiarity with data security, access controls, SOC 1/SOC 2 environments, or other financial-services control frameworks.
- Experience gathering business requirements and participating in technology implementation projects.
Core Competencies
- SQL & Data Analysis
- Financial Systems Support
- Trust Accounting Technology
- Reporting & Data Validation
- Analytical Problem Solving
- Root-Cause Analysis
- Application Support
- Data Interfaces & File Transfers
- Software Testing & Quality Assurance
- Business Requirements Analysis
- Project Management
- Client Service
- Information Security Awareness
- Documentation & Process Discipline
- Attention to Detail
- Ownership & Accountability
- Collaboration
- Continuous Improvement
Key Success Measures
Success in this position will be measured through:
- Accuracy and timeliness of client and management reporting.
- Reliability of scheduled jobs, data transmissions, and interfaces.
- Quality and timeliness of client issue resolution.
- Reduction in recurring system and data issues through effective root-cause analysis.
- Accuracy and completeness of software testing and implementation support.
- Successful delivery of assigned project responsibilities.
- Quality and currency of systems and process documentation.
- Adherence to information security, access-control, change-management, and operational requirements.
- Internal and external client satisfaction.
- Demonstrated ability to identify opportunities for automation and process improvement.
Role Expectations The Information Systems Analyst is expected to operate with a high degree of ownership and accountability. Because the organization's systems support trust and financial transactions for external clients, accuracy, data integrity, confidentiality, reliability, and timely issue resolution are essential components of the role.
The successful individual will be comfortable working at the intersection of technology and financial operations and will have the ability to investigate a problem, understand its business impact, identify an appropriate solution, communicate effectively with stakeholders, and follow the issue through successful resolution.
Work Environment and Physical Demands required to perform essential functions. · Moderate noise (business office with computers, phone, printers, light traffic) · Ability to sit at a computer for an extended period of time. · Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone. · Specific vision abilities include close vision requirements due to computer work. · Ability to lift up to 20lbs.
Trust Sourcing Solutions is an equal opportunity employer