Solutions Analyst Job Description
Solutions analyst
provides financial, budgetary and analytical support to the Bank’s major Business Units (e.g., Specialty Finance, Fund Banking, Venture Capital, Asset-Based Lending, etc.).
Solutions Analyst Duties & Responsibilities
To write an effective solutions analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included solutions analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Perform budget and re-forecasting reconciliations and other excel modeling
Provides daily reporting to Portfolio Managers
Serve as a point of contact with other WB departments and 3rd parties
Provide broad support to CFO and COO of the Solutions platform
Research and prepare presentations for internal meetings
Assist in developing public disclosure materials
Research and analyze financial data
Develop and compose written material
Collaborate across various global and domestic departments within the firm to lead and support special projects
Perform thorough fact checking and research in a variety of areas, including institutional and corporate finance, macroeconomics, government’s fiscal and monetary policies and other general areas of business
Solutions Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Solutions Analyst
List any licenses or certifications required by the position: CTP, NVT, CDIA, APICS, MCSD, MCSE, PMP, SAP, PEGA, CCS
Education for Solutions Analyst
Typically a job would require a certain level of education.
Employers hiring for the solutions analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Computer Science, Finance, Engineering, Technology, Marketing, Management, Accounting, Education, Statistics
Skills for Solutions Analyst
Desired skills for solutions analyst include:
SQL
Excel
C#
IIS
CSS
HTML
EMS
Financial markets and the OMS
PMA product suites
Bank’s lending policies
Desired experience for solutions analyst includes:
Work closely with senior executives, providing research and assistance with special projects
Provide support to the firm’s Investor Relations function
Develop presentations for meetings with existing and prospective investors
Assist with the development and preparation of marketing materials for new funds
Assist with the creation of written materials related to industry and macroeconomic trends
Provide modeling and analytic support for the platform
Solutions Analyst Examples
1
Solutions Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of solutions analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for solutions analyst
- Qualifications and Education Requirements * Associate’s degree or equivalent
- Participation in Project Working Groups responsible for solution delivery and implementation
- Diverse products base such as equity, fixed income, derivatives and cash-related products
- Physical and derivative based investment strategies such as Liability Driven Investment (LDI), synthetics overlays, currency hedging, volatility control, asset allocation
- Serve as a Solutions owner/co-owner for work streams within the Enterprise Solutions portfolio (back office, merchandising/buying tools and processes)
- Capture and document business requirements from cross-functional partners focused on key areas of the retail value chain – vendor onboarding, SKU ingestion, Assortment planning/production, pricing and inventory management, supply chain, operations, customer service, human resources
- Facilitate on-going dialogues with cross-functional teams in the solution design to meet business needs
- Serve in project management capacity for work stream throughout full duration of project
- Identify white space/opportunities for efficiencies within work stream
- Serve as an agent of change
Qualifications for solutions analyst
- Role and Responsibilities * This position is responsible for providing support of Midas Solutions through researching and resolving problem logs assigned by internal and external clients in assigned work team area(s)
- An understanding of SAS administration tasks and SAS Enterprise Guide would be an asset
- Sound experience developing in Cobol and working with JCL
- Ability to learn new processes and gain data understanding quickly
- Ability to work independently with some direction from the senior members of the team
- Bachelor’s degree (IT relevant departments, statistics or mathematics engineering, Industrial Engineering )
2
Solutions Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a solutions analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for solutions analyst
- Drive and collaborate with business units on their assumptions of how they will successfully execute their plans
- Elicit, analyze, document and validate business requirements or user stories
- Employ a high level of problem solving skills to identify and diagnose complex problems
- Ownership of Delivery Solutions Weekly Report
- Lost in Transit Analysis and Reporting
- Back Office / Website Updates
- Providing the link between Delivery Solutions & Customer Care – attending Customer Care meetings
- Develop and coordinate the implementation of programs in support of sales and marketing plans
- Provides support for library solutions by acting as functional expert for library platforms
- Liaises with vendors to gather information, communicate requirements and changes, and benchmark as appropriate
Qualifications for solutions analyst
- Ability to build productive relationships with our internal and external partners
- Strong written/verbal communicator
- Open to receiving feedback and willing to action on it
- Strong Conceptual Thinking – ability to draw from experience and theory
- Oracle ERP/PDM system knowledge
- Ability to work on different project simultaneously
3
Solutions Analyst Job Description
Job Description Example
Our company is hiring for a solutions analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for solutions analyst
- Regularly upgrade design standards and technology know how of the development team through best practice sharing
- Initiating requirements, gathering and documenting analysis, collaborating with users to analyse needs and functional requirements
- Co-ordinating business responses to system design specifications or consultation documents
- Co-ordinating the planning, scripting and execution of user acceptance testing within Corporate Actions
- Testing in-house systems and their interaction with external systems
- Identifying, assessing and communicating any potential risks to senior management, ensuring resolution prior to risks / costs being incurred
- Being the first contact on defects that arise in a live environment, raising incident reports, collaborating with developers to find the cause of the defect and then planning testing and release to the live environment
- Ensuring that departmental procedures are updated on a timely basis to reflect introduction of new systems
- To effectively prioritise workloads to meet peak workload demands and timetable deadlines
- Consulting with clients to develop an understand of call-flow requests ensuring to gather key components for accurate execution
Qualifications for solutions analyst
- Previous experience documenting complex business requirements/processes
- Comfortable with phone interactions with potential clients
- Expertise associated with an applicable application environment of the Back office departments– including but not limited to Infinium, Kronos & Stratton Warren application and interfaces, Security and Housekeeping systems – Foundation Logic or Invotech, Payroll and Human Resources systems
- Coordinates with internal and external resources needed to successfully complete projects and deliver solutions that address business needs
- Works with Business Line, Risk, and Operational partners to, facilitate business line activities required for Solutions including planning, business requirements, and vendor relationship management
- Acts as a resource for systems, processes, and troubleshooting knowledge for Line, Risk, and Operational partners
4
Solutions Analyst Job Description
Job Description Example
Our growing company is hiring for a solutions analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for solutions analyst
- Correct employee history
- Assist with system configuration, setup
- Consult with Corporate HR and Field HR personnel regarding employee data maintenance, general system usage
- Assist with testing and implementation of patch upgrades and custom enhancements
- Maintain working knowledge of other bolt-on applications and/or touch-points with both systems ( Manager Self-Service, Employee Self Service, Taleo e-Recruiting, Sedgwick Absence Management (LOA & STD programs), Towers Watsons Rewards (compensation), Healthstream (workforce development/training), Xerox (benefits administration), Business Objects (ad-hoc reporting)
- Assist with development and maintenance of HRIS process documentation
- Assist with the development and delivery of HR systems training to core end users
- Reviews all benefit plan designs, eligibility rules, and client requirements to ensure a successful case site setup and rollout
- Accurately and timely develops case builds
- Accurately and timely performs EDI Set Up
Qualifications for solutions analyst
- Maintains and administers systems business functions to ensure continuous and uninterrupted system availability
- Assists with managing large projects in support of Solutions initiatives
- Helps develop implementation plans for specific components of the Solutions strategy
- Evaluation and execution of Functional and System Requirements
- Works with Business Line, Risk, and Operational partners to execute or, facilitate business line activities required for Solutions including planning, business requirements, and vendor relationship management
- Provides expertise, acting as a specialist resource for systems, processes, and troubleshooting knowledge for Line, Risk, and Operational partners
5
Solutions Analyst Job Description
Job Description Example
Our company is looking for a solutions analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for solutions analyst
- Own coordination of epics and stories to assure delivery across Technology departments – work with other LOBs and Vendors to plan and manage execution of steel threads
- Strategically prioritize the backlog by managing external dependencies for optimal utilization of the team's capacity
- Collaborate to provide SWAG estimates for epics & themes to facilitate release planning
- Work with Program teams to ensure proper funding for all work
- Monitor and manage Scope, and provide recommendations for resource needs to ensure delivery targets are met
- Lead teams to enhance performance and achieve targets
- Either manage directly, or coordinate the activities of multiple other TPOs or Product Owners and BSAs
- Technical analyst operating as a project manager of various automated projects in the pipeline
- Extract, analyze and communicate data focused on markets, indices, products and companies
- Develop a thorough understanding of Exchange-traded Fund (ETF) fundamentals and the index creation and maintenance process
Qualifications for solutions analyst
- Years of applicable industry experience preferred
- Minimum of four years of relevant ETL experience
- Minimum of one year working with AWS S3, Data Pipeline, Redshift and EMR
- Minimum of two years experience working with Hadoop solutions
- Jira and Agile experience a plus
- Manages large projects including task and responsibility delegation, in support of Solutions initiatives