About Harmer Consultants, Inc:
Harmer Consultants, Inc. is a Chicago-based provider of diversified professional information technology (IT) recruiting services. Backed by devoted, experienced Partners and an exceptional reputation, Harmer prides itself on connecting people who are empowered by growing meaningful professional relationships for contract, contract-to-hire, and project-based assignments.
Our highly skilled, professional recruiters have developed extensive networks within the business community making them among the most successful recruiters in the industry.We are a dynamic, growth-oriented organization with a history of successful, long-lasting relationships.Clients recognize Harmer for its exceptional recruiting team, quality candidates, and seamless process.
Harmer has 30+ years of proven history providing clients with project-based experts for critical, time-sensitive and technically specific engagements. We are currently looking to assist one of our clients in identifying a dynamic candidate who has a strong background in the below skills.For more information visit www.harmer.com.
Job Title: Business Analyst / Project Manager - Private Wealth Management
Location: Chicago, IL60606
Duration: 1 year with the option to extend
Responsibilities
- Lead performance reporting & trading system projects by leveraging several industry platforms such as Black Diamond, Fidelity (NFS), Orion, and/or Tamarac Rebalancer trading platforms
- Work with business partners and the technology team to define and implement enhancements to the platforms
- Optimize workflows and provide efficiency and scalability consulting
- Prepare project plans and manage resources while documenting business requirements, functional specifications, test plans, workflow, and data requirements.
- Coordinate development and implementation efforts with internal IT resources and/or external vendors.
- Act as a business analyst, supporting the business process and ensuring processes are followed related to the use of technology initiatives.
- Review status and issues with senior management and provide technical assistance for business users and management.
- Identify best practices being used and encourage adoption across the firm
Qualifications
*Bachelor's Degree is required
- Financial services industry experience is required
- Experience working with retail investment advisors (RIA) is desired
- Experience with Black Diamond, Tamarac, Orion, Fidelity (NFS) and/or Tamarac highly valued
- 3+ years of experience as a project manager/business analyst
*Demonstrated project management experience leading technology projects
*Experience working directly with senior investment professionals and technology vendors
*Experience with Excel, PPT, etc. required
- Understanding of wealth management operations
- Ability to document functional requirements based on summary of interviews with business owners
- Cross functional project coordination
- Delivers clear, effective communication with senior professionals
- Detail oriented and able to prioritize tasks
- Organized - ability to multi-task
- Excellent problem solving and analytical skills
- Works cooperatively with others to accomplish objectives
- Demonstrates initiative and persistence - is self-motivated