Why This Role Stands Out
This hybrid role offers significant growth potential as a Senior Technical Business System Analyst at The Caldwell Group, where you'll leverage your expertise in investment accounting and financial services technology to drive impactful projects and enhance critical systems. You'll thrive here if you possess strong analytical skills, experience with Eagle Accounting, and a passion for modern delivery practices, contributing to a dynamic team environment.
Quick Overview
Job Description
Must have knowledge of EAGLE ACCOUNTINg....
Extensive business analysis experience in asset management, investment operations,
financial services technology, or a related field.
Strong experience with investment accounting, operations workflows, data flows,
controls, and production support processes.
Experience with Eagle Accounting and Security Master systems.
Experience with SQL and/or navigating databases using query tools is required.
Experience with business process reengineering.
Experience managing technical resources.
Experience implementing or enhancing investment technology platforms, including order
management, investment accounting, regulatory, compliance, or related operational
systems.
Experience producing clear, well-organized requirements, functional specifications,
workflow documentation, test cases, and implementation support materials.
Experience using approved AI tools, such as Microsoft Copilot, to support business
analysis, meeting notes, requirements drafting, documentation, data review, and process
improvement.
Ability to review and validate AI-assisted work against source documents, data, and
business input before sharing or using it for decisions.
Exceptional analytical, strategic thinking, and problem-solving skills.
Experience writing and executing test plans.
Ability to balance multiple priorities and shift priorities as needed.
Comfortable working directly with business stakeholders to address production issues
and complete project-related work.
Strong understanding of modern delivery practices, including Agile, SDLC, requirements
management, testing, release coordination, production readiness, and post-
implementation support
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