<h3>Job Description</h3><div>Job Description<div><div><div></div></div><div><div><div>JOB TITLE: Business Analyst EMPLOYER: SEIA DEPARTMENT: Technology OperationsREPORTS TO: Senior Director, Technology Operations EFFECTIVE DATE: 7/1/2024 SUMMARY: This role requires a strong understanding of the wealth management industry, attention to detail, ability to be dynamic and support various integrations amongst platform solutions as well as proficiency around performance reporting and billing solutions. DUTIES AND RESPONSIBILITIES:<ul><li>Familiarity with Tamarac (or other portfolio management software), Portfolio Center, and Salesforce a huge plus. </li><li>Portfolio Reporting: Generating detailed and accurate portfolio reports for clients, including performance summaries, holdings, transactions, and other key metrics.</li><li>Data Management: Ensuring the integrity and accuracy of financial data within all systems, including the reconciliation of accounts, transactions and positions.</li><li>Billing: Setting up and maintaining fee structures and billing rules within the Tamarac system and coordination of billing client accounts with accounting.</li><li>Customization: Customizing reports and dashboards to meet the specific needs of clients or internal stakeholders, often using advanced features of the Tamarac platform.</li><li>Support and Training: Providing support and training to users including troubleshooting issues and offering guidance on best practices.</li><li>Integration: Integrating data with systems and ensuring seamless data flow across platforms.</li><li>Compliance and Documentation: Ensuring that all reports and processes comply with regulatory requirements and maintaining thorough documentation of procedures and configurations.</li><li>Performs other related duties as assigned by management.</li></ul> SUPERVISORY RESPONSIBILITIES:<ul><li>None</li></ul> QUALIFICATIONS:<ul><li>Bachelor's Degree (BA) from four-year college or university, or equivalent combination of education and experience.</li><li>3-5 years of relevant work experience in financial reporting and analysis.</li><li>Experience with performance reporting and billing, preferably using Tamarac Advisor View. </li><li>Acute analytical abilities and attention to detail are essential for this position.</li><li>Ability to work independently and formulate analysis plans with minimal supervision. </li><li>Computer skills required: Intermediate to Advanced Microsoft Excel skills (Vlookups, Pivots, Macros, VBA), knowledge of SQL queries a plus.</li><li>Licensed Series 7 a plus.</li></ul> COMPETENCIES:<ul><li>Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.</li><li>Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.</li><li>Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.</li><li>Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.</li><li>Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.</li><li>Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.</li><li>Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.</li></ul> </div></div></div></div></div>

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Business Analyst - Systems Control Analyst to join our Cloud Management team in Newport Beach, CA; Omaha, NE, or Lynchburg, VA. This role can be on-site, on a hybrid schedule, or 100% remote for the right candidate (depending on location). The Business Analyst is a new role which will serve as a key contributor within the Cloud Management team, supporting key initiatives to creating an ideal modeling state for Pacific Life actuaries. This role will be responsible for developing and testing new processes to improve controls and stability around our modeling environment to reduce cloud spend and create a more seamless modeling experience for our business users. This role will also be tasked with investigating possible avenues for automating production processes for actuarial teams. Candidates who meet most but not all of the requirements are encouraged to apply. Actual job offer and title will be based on level of experience and skillset. How you'll help move us forward: <ul> <li>Work with the Cloud Management Lead to establish structure and processes for our modeling teams to work within our APLAWS cloud environment. </li><li>Provide rigorous testing of newly established processes to demonstrate minimal impact on business. </li><li>Facilitate relationships with business teams to develop cloud requirements to ensure effective environment design. </li><li>Provide guidance in the use of tools developed by cloud management team. </li><li>Document and develop training to utilize production tools. </li><li>Develop monitoring tools to track use of Prophet cloud servers and associated spend. </li><li>Ensure the seamless integration within the various Prophet applications and external actuarial systems and processes. </li><li>Identify deficiencies in current modeling processes and development of solutions. </li><li>Monitor model and grid performance and communicate with modeling team where opportunities for improvement are identified. </li><li>Collaborate with cross-functional project team of developers, data/IT, and business stakeholders. </li></ul>The experience you bring: <ul> <li>Demonstrated excellent technical, communication, and interpersonal skills. </li><li>Bachelor's degree in mathematics, finance, engineering, computer science or another quantitative related field is preferred. </li><li>3+ years of experience in analytical or technical role. </li><li>Proven success driving execution of complex initiatives. </li><li>Exceptional organizational, quantitative, analytical, and problem-solving skills. </li><li>Excellent verbal and written communication skills. </li><li>Familiarity insurance industry and actuarial processes a plus. </li></ul>What makes you stand out: <ul> <li>Familiarity with actuarial modeling systems and insurance industry. </li><li>Advanced ability in scripting languages (VBA, Python, etc.) </li><li>Ability to collaborate effectively across functions. </li></ul>You can be who you are. People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-MT1 #LI-Remote Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $80,730.00 - $98,670.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. <ul><li>Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents </li><li>Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off </li><li>Paid Parental Leave as well as an Adoption Assistance Program </li><li>Competitive 401k savings plan with company match and an additional contribution regardless of participation </li></ul> EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Business Analyst - Systems Control Analyst to join our Cloud Management team in Newport Beach, CA; Omaha, NE, or Lynchburg, VA. This role can be on-site, on a hybrid schedule, or 100% remote for the right candidate (depending on location). The Business Analyst is a new role which will serve as a key contributor within the Cloud Management team, supporting key initiatives to creating an ideal modeling state for Pacific Life actuaries. This role will be responsible for developing and testing new processes to improve controls and stability around our modeling environment to reduce cloud spend and create a more seamless modeling experience for our business users. This role will also be tasked with investigating possible avenues for automating production processes for actuarial teams. Candidates who meet most but not all of the requirements are encouraged to apply. Actual job offer and title will be based on level of experience and skillset. How you'll help move us forward: <ul><li>Work with the Cloud Management Lead to establish structure and processes for our modeling teams to work within our APLAWS cloud environment.</li><li>Provide rigorous testing of newly established processes to demonstrate minimal impact on business.</li><li>Facilitate relationships with business teams to develop cloud requirements to ensure effective environment design.</li><li>Provide guidance in the use of tools developed by cloud management team.</li><li>Document and develop training to utilize production tools.</li><li>Develop monitoring tools to track use of Prophet cloud servers and associated spend.</li><li>Ensure the seamless integration within the various Prophet applications and external actuarial systems and processes.</li><li>Identify deficiencies in current modeling processes and development of solutions.</li><li>Monitor model and grid performance and communicate with modeling team where opportunities for improvement are identified.</li><li>Collaborate with cross-functional project team of developers, data/IT, and business stakeholders.</li></ul> The experience you bring: <ul><li>Demonstrated excellent technical, communication, and interpersonal skills.</li><li>Bachelor's degree in mathematics, finance, engineering, computer science or another quantitative related field is preferred.</li><li>3+ years of experience in analytical or technical role.</li><li>Proven success driving execution of complex initiatives.</li><li>Exceptional organizational, quantitative, analytical, and problem-solving skills.</li><li>Excellent verbal and written communication skills.</li><li>Familiarity insurance industry and actuarial processes a plus.</li></ul> What makes you stand out: <ul><li>Familiarity with actuarial modeling systems and insurance industry.</li><li>Advanced ability in scripting languages (VBA, Python, etc.)</li><li>Ability to collaborate effectively across functions.</li></ul> You can be who you are. People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-MT1 #LI-Remote Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $80,730.00 - $98,670.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. <ul><li>Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents</li><li>Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off</li><li>Paid Parental Leave as well as an Adoption Assistance Program</li><li>Competitive 401k savings plan with company match and an additional contribution regardless of participation</li></ul> EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

ESSENTIAL DUTIES & RESPONSIBILITIES Perform product sales presentations for individual consumers showroom appointments on a daily basis. Assist with and/or perform monthly/bi-monthly consumer demonstrations and classes. Performs daily follow-up correspondence and phone calls to showroom customers, DM's and trade professionals. Use selling skills to uncover customer needs and direct them to the appropriate product. May assist customers in placing orders directly with a dealer. Assist in creating marketing materials including social media and materials for showroom. Manage social media for showroom including weekly posts, event news and responding to customer comments. Assist in showroom administrative duties, including but not limited to: booking showroom appointments, taking customer calls, cooking class registrations, maintaining contact lists, DM communication, and appliance maintenance. Assist in dealer training materials and events, as needed. May develop relationships with local designers by attending monthly NKBA and ASID events. Complete special projects and/or all other duties as assigned by supervisor. EDUCATION & WORK EXPERIENCE REQUIREMENTS Associates Degree from a college or university; or equivalent combination of education and experience. Excellent communication skills, both verbal and written. 1-2 years of retail sales experience. Proficiency in all MS applications (Outlook, Word, PowerPoint, and Publisher) to support showroom functions. Proficient organizational skills with the ability to handle multiple tasks. Experience with social media platforms, including, but not limited to Client, Pinterest, Twitter, and YouTube. Excellent written and verbal skills to reflect a professional image when communicating with customers, DM's and trade professionals. Excellent selling and follow-up skills to take leads from appointments to actual sale, and address customer & DM questions. Excellent presentation skills to support product and consumer demonstrations. Must be a self-starter and be able to work with minimum supervision. Must know how to prepare meals as part of the training requirement and presentations. Top Must Haves: Customer Service Skills Administration- Organization and data maintenance, Tech Savvy(Electronic knowledge upto date) Experience in the luxury field Google Suite Compensation: The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on a number of factors, including but not limited to, a candidates qualifications, skills, competencies, experience, location and end client requirements). Benefits and Ancillaries: Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee. Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human-based decision making in employment decisions.

We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 countries; we help millions of investors around the world pursue their financial goals. We hire critical thinkers. People who thrive in a collaborative culture like ours where we solve real problems while building the future of finance. You <ul><li>Are excited to be part of a vibrant engineering community that values diversity, hard work, and continuous learning.</li><li>Love solving complex real-world business problems.</li><li>Recognize that cross-functional collaboration is a core component of success for the team.</li><li>Believe there are multiple ways to solve most technical problems and are willing to debate the trade-offs.</li><li>Have become a stronger engineer by making mistakes and learning from them.</li><li>Are a doer, someone who wants to grow their career and gain experience across technologies and business functions.</li></ul> We <ul><li>Continuously invest in a high-performance and inclusive culture, in which a diversity of backgrounds, experiences and viewpoints are celebrated and valued.</li><li>Encourage career mobility, so you can benefit from learning different functions and technologies, and we gain the benefits of your experience across teams.</li><li>Run technology pro bono programs that help the non-profit community and give our engineering community opportunities to volunteer and participate.</li><li>Offer education reimbursements and ongoing training in technology, communication, and diversity & inclusion.</li><li>Embrace knowledge sharing through lunch-and-learns, demos, and technical forums.</li><li>Consider our people to be our greatest asset-we will help you learn what PIMCO Technology has to offer so you can participate in activities that benefit your career while delivering impactful technology solutions.</li></ul> JOB DESCRIPTION We are looking to hire a Business Analyst to support our Strategy Tagging and Performance Attribution Platforms for mutual funds, hedge funds and client accounts. The role will be responsible for direct user support by leading engagement with portfolio managers and trading assistants. You will also work closely with our development and QA teams in creating specifications for new features and enhancements, as well as offering ongoing guidance and training to new and existing staff in developing plans and implementing project objectives. RESPONSIBILITIES <ul><li>Provide timely support pertaining to risk measures and performance attribution</li><li>Leverage knowledge of various risk measures such as duration, spread and currency risk, to conduct performance attribution calculations</li><li>Partner with PIMCO upstream systems and teams such as Pricing, Index Solution, Trading Applications and Compliance</li><li>Create specifications for developers and test outcomes of code production</li><li>Conceptualize new ideas on how to bring to bear existing PIMCO data to create more accurate performance attribution results</li><li>Communicate clearly to PIMCO colleagues on the requirements needed for strategy tagging and performance attribution system improvements</li></ul> REQUIREMENTS <ul><li>Bachelor's Degree or equivalent in Finance, Mathematics, Economics or Computer Science related subject with 5+ years of experience in financial services / investment management industry</li><li>Knowledge of various asset management and hedge fund investment strategies, financial instruments, corresponding characteristics, and portfolio construction techniques</li><li>Exposure to buy side performance attribution/evaluation and risk management, preferred</li><li>Experience with risk and performance software systems such as Aladdin, Axioma and FactSet, preferred</li><li>Proficiency in Microsoft Excel</li><li>Experience in Python and SQL</li><li>Advancement in professional designations such as CFA, preferred</li><li>Capable of working in a geographically diverse environment</li><li>Strong written and verbal communication skills - able to effectively engage with PMs and other investment professionals</li><li>Highly organized and proactive - able to recognize potential improvements or impending problems and independently resolve</li></ul> PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 110,000.00 - $ 148,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

A large fast-food client in Southern California is looking for a business analyst to join their restaurant reporting product team. A qualified candidate will be a seasoned business analyst with experience working in the business intelligence field, helping organizations to design, build, and deploy reporting to an audience of over 3,000 u . The responsibilities of this role will focus on building reports, gathering requirements, and working with business stakeholders to document and capture needs. You will have the opportunity to partner closely with our Power BI developers to build out PowerBI Dashboards, where you will be organizing and arranging data visualizations to help facilitate high-level decisions. Major plus if you have experience building Power BI reports and dashboards as this would help you to quickly prototype and build potential reports in real-time with our stakeholders. This role is 4 days onsite in Newport Beach. The pay range for this role is $66 - 76/HR. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ . Required Skills & Experience •5-7 years as a Business Analyst or Data Analyst (BI focused) •Extensive experience working with or on a business intelligence team to gather requirements for and/or build reports and dashboards. •Strong ability to communicate and collaborate with internal and external stakeholders. Effectively facilitating wireframing and requirements gathering sessions. •Very well organized and strong attention to detail. Ensuring that requirements are clear and concise. •Experience leading report/dashboard wireframing sessions with knack for organizing information, ensuring data visualizations support the purpose and objectives of the report. •Strong analytical and problem-solving skills, able to partner effectively with an engineering team to help troubleshoot complex data/reporting issues. Nice to Have Skills & Experience Bachelor's Degree Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Business Analyst Jobs in Newport Beach, CA

Business Analyst
October 8, 2024

Business Analyst Systems Control Analyst
October 8, 2024

Business Analyst Systems Control Analyst
October 7, 2024

Business Analyst Retail Sales Associate
September 30, 2024

Business Analyst Systems Control Analyst
September 25, 2024

Business Analyst Retail Sales Associate
September 24, 2024

Business Analyst
September 19, 2024

Business Analyst
September 12, 2024

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Business Analyst Jobs in Newport Beach, CA

Business AnalystOctober 8, 2024

Business Analyst Systems Control AnalystOctober 8, 2024

Business Analyst Systems Control AnalystOctober 7, 2024

Business Analyst Retail Sales AssociateSeptember 30, 2024

Business Analyst Systems Control AnalystSeptember 25, 2024

Business Analyst Retail Sales AssociateSeptember 24, 2024

Business AnalystSeptember 19, 2024

Business AnalystSeptember 12, 2024