Morrisville, North Carolina, United States·Onboarding - US·Full-time
Overview
POSITION SUMMARY (Key tasks and outcomes):
The Implementation Analyst work with Implementation Managers to implement the AtlasFive platform for new clients.
Primary Tasks/Activities:
- Perform project management in the execution of Eton onboarding methodology
- Participate and prepare deliverables for needs and gap analyses based on review of client issues, requirements, current pain points.
- Platform Implementation Activities to include participation and contribution for the following:
- Assist in new features specification and functional enhancements to the Platform
- Ability and willingness to travel (approximate 25 - 35%)
Requirements
Knowledge Components:
- Basic knowledge in:
- Project management
- Issue tracking and resolution
- User requirements definition and formal report preparation
- Common marketable securities (stock, bonds, mutual funds, options) and Illiquid fund investments
- Investment and accounting reports design
- Strong math and logic skills
- Strong communication and interpersonal skills
- Strong familiarity with MS Excel including pivot table, vlookup, financial formulas, table/query functions
Experience :
- No previous work experience required for the Analyst role
Education Levels/Credentials:
- Finance, Business, or Accounting degree required