We respectfully request that 3rd parties refrain from contacting us regarding this posting.OverviewLABUR is partnering with a client to bring on a Senior Business Systems Analyst who will lead the buildout of a client reporting solution within VestmarkOne, with a focus on performance reporting for managed accounts. This engagement calls for a seasoned BSA who can operate across middle and back office functions, driving the full lifecycle from requirements gathering through go-live in support of a key upcoming product launch.ResponsibilitiesLead the configuration and buildout of the client reporting solution within VestmarkOne, including performance reporting capabilities aligned to managed account structuresElicit, analyze, and document business requirements from stakeholders across middle and back office teamsTranslate business and operational needs into detailed functional specifications and platform configuration requirementsPerform data mapping and source-to-target analysis to ensure reporting accuracy, consistency, and integrityFacilitate requirements review sessions with key stakeholders and secure formal sign-off on proposed solutionsDevelop and execute test plans, including coordinating user acceptance testing (UAT) to validate client reporting outputs against business expectationsDrive go-live readiness activities, ensuring all reporting configurations meet operational and compliance standardsCollaborate cross-functionally with engineering, operations, and business teams to align the reporting solution with downstream workflows and data dependenciesQualificationsManaged accounts experience (SMA/UMA) requiredMiddle and/or back office experience in financial services or wealth managementStrong business systems analysis background with a proven track record in requirements gathering, documentation, solution configuration, and implementationDemonstrated experience with client and performance reporting platformsVestmark experience strongly preferred; Addepar reporting experience also consideredSQL proficiency for data validation, mapping, and reporting supportBachelor's degree in Finance, Business, Information Systems, or a related fieldAgile experience is a plusCompensation$75-$80/hr - Dependent on fit and experience
Business Systems Analyst, Client Reporting in san francisco at Unknown Company
This position is listed as full time and onsite.