Information Systems Analyst

IN-OFFICE POSITION

The Information Systems Analyst is a key member of the Systems team responsible for supporting the technology, data, reporting, and application needs of a specialized trust-services organization providing outsourced back-office solutions to trust departments, trust companies, financial institutions, and law firms throughout the United States.

The position serves as a critical link between technology, trust operations, and clients. Primary responsibilities include developing and maintaining SQL-based reports and data extracts; monitoring databases, scheduled jobs, and data transmissions; supporting trust accounting applications; coordinating secure file transfers and interfaces; participating in software testing and implementation; and resolving internal and external client issues.

The ideal candidate combines strong technical and analytical capabilities with an understanding of financial services operations and a commitment to exceptional client service. Success requires intellectual curiosity, accuracy, strong problem-solving skills, attention to detail, and the ability to take ownership of issues from initial identification through successful resolution

Essential Duties/Responsibilities to be performed with or without accommodation

Data, Reporting & Analytics

• Develop, maintain, and execute SQL queries, reports, and data extracts based on defined business and client requirements.
• Analyze data requirements and translate business needs into accurate, efficient, and scalable reporting solutions.
• Validate report outputs and data extracts for accuracy, completeness, consistency, and appropriate formatting prior to delivery.
• Monitor reporting databases, scheduled reports, batch processes, and related system jobs.
• Troubleshoot reporting errors, data discrepancies, and failed processes and coordinate resolution as appropriate.
• Utilize SQL, Microsoft Excel, Access, Visual Studio, and other approved technologies to develop effective solutions for internal and external users.
• Assist with recurring and ad hoc reporting requirements supporting trust operations, client servicing, management, audit, and regulatory needs.

Trust Systems & Application Support

• Provide application and systems support for the organization's trust accounting and related technology platforms.
• Develop and maintain working knowledge of AddVantage trust accounting and other systems supporting trust administration and operations.
• Establish and maintain authorized users within assigned software applications in accordance with established access-control procedures.
• Respond to questions and troubleshoot application, reporting, data, and interface issues.
• Work directly with internal users and external clients to understand issues, determine root causes, and implement appropriate solutions.
• Train on new systems, applications, tools, and functionality introduced by the organization.
• Responsible for completing the bi-monthly FINCEN and OFAC reporting for our clients.
• Serve as a back-up for completing the daily custodial and cash related reconciliations as needed.

Data Interfaces & File Transfers

• Coordinate new data-interface and file-transfer implementations with internal technology teams, clients, vendors, and external IT departments.
• Initiate, monitor, and troubleshoot incoming and outgoing data interfaces.
• Monitor database transmissions, file transfers, scheduled processes, and exception reports to identify potential failures or discrepancies.
• Investigate failed or incomplete transmissions and coordinate timely remediation.
• Validate data following interface implementation or material system changes.
• Maintain appropriate documentation of interface specifications, schedules, dependencies, and support procedures.
• Follow established information security and data-handling requirements when transmitting confidential client and financial information.

Client & Internal User Support

• Serve as a knowledgeable and responsive resource for internal and external clients regarding reporting, data, system, and application questions.
• Translate technical concepts into clear, practical information for financial-services professionals and other nontechnical users.
• Demonstrate ownership of client issues from initial inquiry through resolution.
• Maintain appropriate problem and incident logs and document actions taken.
• Identify recurring issues and communicate trends, root causes, and potential solutions to management.
• Prioritize issues based on client impact, operational risk, urgency, and established service expectations.
• Deliver solutions with professionalism, accuracy, responsiveness, and a strong sense of urgency.

Software Testing & Quality Assurance

• Participate actively in testing new software, system releases, enhancements, patches, and production fixes.
• Develop and execute test scenarios based on defined business and system requirements.
• Validate calculations, reports, data interfaces, workflows, and downstream impacts.
• Document testing results, defects, exceptions, and remediation requirements.
• Perform regression and user acceptance testing as appropriate.
• Partner with business users, technology resources, and vendors to ensure system changes meet established requirements before production implementation.
• Assist with post-implementation validation and issue resolution.

Project Management & Business Analysis

• Participate in technology, systems, reporting, and operational improvement projects.
• Assume ownership for assigned project activities and deliverables from requirements definition through implementation.
• Gather and document business requirements and translate requirements into technical or process solutions.
• Coordinate activities across Systems, Operations, Client Service, vendors, and external client technology teams.
• Monitor milestones, dependencies, issues, and deliverables for assigned initiatives.
• Communicate project status, risks, and implementation considerations to appropriate stakeholders.
• Identify opportunities to improve automation, scalability, efficiency, data quality, and the client experience.

Documentation & Controls

• Maintain current and accurate systems, reporting, interface, and operational documentation.
• Develop new procedures, job aids, technical documentation, and process maps as needed.
• Maintain appropriate documentation supporting system access, data transmissions, reporting processes, testing, and change management.
• Follow established information security, data privacy, change-management, and technology-control requirements.
• Support internal audits, client inquiries, risk assessments, and regulatory or control reviews as required