Anand Rathi - Technology Business Analyst (5-10 yrs)

About the job:

Job Title & Experience: Technology Business Analyst

Preferred Experience:

- Industry Expertise: Prior understanding of financial services workflows, particularly within investment banking.

- AI Implementation: Experience in implementing AI tools for financial analysis or document automation.

- CRM Expertise: Experience with CRM system implementation and integration in a financial services context.

- Technical Familiarity: Knowledge of modern API integration, data architecture, and related technologies.

- Platform Knowledge: Familiarity with financial platforms such as Bloomberg, Tracxn, or other related tools.

Education:

- Bachelor's degree in Computer Science, Information Systems, Finance, Engineering or a related field.

Position Summary:

- We are seeking a highly skilled and experienced Technology Business Analyst to lead the integration of artificial intelligence tools, CRM systems, and other technologies within our investment banking firm.

- This role combines strategic vision with hands-on implementation experience to drive operational efficiency and enhance analytical capabilities across the organization.

Required Qualifications:

- Experience: 5+ years of experience in implementing technology solutions within the financial services industry.

- Project Leadership: A proven track record of successfully leading technology transformation projects from initiation to successful completion.

- Technology Knowledge: Strong knowledge of current AI and automation technologies, with a focus on their practical applications in the finance sector.

- Skills: Excellent project management skills, with the ability to manage timelines, resources, and stakeholders effectively.

- Strong communication skills to engage and align stakeholders.

Key Responsibilities:

- Collaborate with Internal Teams: Work closely with various internal teams to understand their existing processes and identify areas for improvement through the integration of technology solutions.

- Lead Technology Evaluation and Implementation: Take ownership of evaluating, selecting, and implementing AI tools, CRM systems, and other technologies that align with the firm's strategic goals and objectives.

- Design and Implement Automated Workflows: Lead the design and execution of automated workflows, focusing on tasks such as research aggregation, document creation, and data analysis to enhance operational efficiency.

- Manage Vendor Relationships: Oversee relationships with technology vendors, ensuring smooth communication, contract compliance, and successful integration of new tools into existing systems.

- Develop Training Programs: Create and implement comprehensive training programs for end-users, ensuring smooth adoption and effective utilization of new technologies across the organization.

- Create Documentation: Maintain detailed documentation for all implemented systems and processes, ensuring proper knowledge transfer and compliance.

- Monitor and Optimize System Performance: Continuously monitor the performance of implemented technologies, collect user feedback, and identify opportunities for further improvements or enhancements.

Required Skills:

- Analytical and Problem-Solving Abilities: Strong analytical skills with the ability to dissect complex problems and identify data-driven solutions.

- Communication Skills: Excellent written and verbal communication skills, with the ability to explain complex technical concepts to non-technical stakeholders.

- Adaptability: Proven ability to quickly learn new technologies and business processes and apply them effectively.

- Leadership and Influence: Strong leadership capabilities, with experience driving change and influencing teams across various departments.

- Vendor and Budget Management: Experience managing vendor relationships and overseeing technology budgets, ensuring cost-effective and strategic alignment with business goals.