CONVERSION ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Jan 06, 2025 - The Conversion Analyst possesses advanced expertise in Microsoft SQL Server and TSQL/SQL query development, ideally with experience in the legal finance sector or similar financial systems, including familiarity with products. This role requires the ability to manage multiple tasks simultaneously under tight deadlines, maintain clear communication on projects, and adhere strictly to conversion methodologies. Comprehensive analytical skills, a solid understanding of database structures, and the capacity to work during weekends and holidays on occasion are also essential.

Essential Hard and Soft Skills for a Standout Conversion Analyst Resume
  • Data Analysis
  • SQL and Database Management
  • Web Analytics Tools
  • A/B Testing
  • Statistical Analysis
  • Conversion Rate Optimization
  • HTML/CSS
  • JavaScript
  • Excel and Spreadsheet Proficiency
  • Machine Learning
  • Analytical Thinking
  • Attention to Detail
  • Problem Solving
  • Communication
  • Teamwork
  • Adaptability
  • Creativity
  • Time Management
  • Critical Thinking
  • Project Management

Summary of Conversion Analyst Knowledge and Qualifications on Resume

1. BS in Data Analytics with 3 years of Experience

  • Expertise in Shell scripting, and Java and familiarized with any IDE.
  • Knowledge and expertise in Kafka, MQ, Mark Logic, XQuery, SQL
  • Experience in using Git version management tool, and hands-on using Jenkins, Gradle
  • Skilled at negotiation and conflict resolution
  • Able to do reconciliations and pivoting of large-scale data
  • Must have experience in any of the Equity, Fixed Income (Debt) Instruments.
  • Have a good understanding on accounting, and clearance.
  • Mentor & guide the team members where needed on implementation
  • Experience working for a consulting services company- (Accenture, Deloitte, PWC, E&Y)
  • You should have Diversified Equity, Fixed Income, and Derivatives knowledge
  • Deep understanding of financial products and product workflows
  • Experience developing or implementing technology in the financial services industry

2. BA in Marketing with 2 years of Experience

  • Skills in Excel proficiency, financial reporting, document interpretation
  • Experience with Finance/accounting, compliance/reporting, and data reconciliation background Client Service/Operations within financial services 
  • Depth of knowledge/specialty in one financial product area
  • Experience in TQM, 6-sigma, or other process training
  • Familiar with technology delivery processes (SDLC)
  • Experience in the Banking/financial services industry
  • Experience with software application conversion and/or implementation
  • Knowledge of Fiserv Premier Core 
  • Experience or knowledge of business methods and practices in the financial services industry
  • Good communication and analytical skills
  • Possess solid organizational and interpersonal skills
  • Proficient in computer systems
  • Ability to handle projects commensurate with job expectations

3. BS in Statistics with 3 years of Experience

  • Ability to demonstrate advanced knowledge of Microsoft SQL Server.
  • Ability to demonstrate advanced experience developing TSQL/SQL queries.
  • Ability to demonstrate knowledge and experience in the Legal finance sector or similar financial systems environment (prior Thomson Reuters experience highly desirable)
  • Can consistently and successfully demonstrate, (with minimal supervision)
  • Clear communication capabilities on projects, including project task recap documentation
  • Adherence to conversion methodology within projects, including exercising sound project planning and monitoring skills.
  • Comprehensive analytical skills and ability to formulate client-specific solutions A solid understanding of the various database structures
  • Ability to work under tight schedules and under pressure
  • Ability to work on multiple tasks within same time frame
  • Able to work occasional weekend and holiday assignments
  • Knowledge and awareness of products

4. BA in Business Administration with 4 years of Experience

  • Experience in IT or system configuration/implementation
  • Technical experience with ASP, ASP.NET, HTML, JavaScript, SQL and MS SQL Server
  • Experience using a config tool rather than starting with a blank screen is preferable
  • Experience in SQL and using MS SQL Server Management Studio
  • Experience with H&W Benefits and/or Payroll 
  • Able to review logs and debug processing
  • Dedicated team player who demonstrates initiative and independence
  • Excellent communication, organizational and interpersonal skills
  • Excellent time management skills and the ability to manage multiple assignments
  • Ability to communicate ideas both verbally and in written form in a clear, concise and professional manner
  • Requires advanced working knowledge of FIS systems as well as the industries in which FIS competes for business
  • Ability to understand, apply and explain concepts

5. BS in Computer Science with 3 years of Experience

  • Experience in product management, content/website optimization, and/or analytics
  • Experience in Content square and other UX analytics tools
  • Able to set direction in ambiguous situations
  • Strategic and analytical background with experience design
  • Collaborative nature and experience working in highly matrixed environment
  • Familiar with Agile methodology and processes
  • Able to thrive under pressure and in fast-paced and changing environment
  • Skilled at digesting key insights from data and conceptualizing go-to-market testing ideas and plans from scratch
  • Strong knowledge of marketing technology and personalization enablement
  • Strong communicator with good public speaking skills to present to senior leadership and other cross-functional groups
  • Experience collaborating with both internal and external cross-functional teams in the design and execution of go-to-market plans
  • Experience in developing strong partnerships with internal marketing partners cross-functionally and external agencies and media partners

6. BA in Economics with 4 years of Experience

  • Ability to sift through data, identify critical information, analyze, and make recommendations to broader audience
  • Ability to collaborate with both technical and business staff
  • Proven analytical and problem-solving skills
  • Excellent written and verbal communication skills in English language, including ability to develop and deliver presentations.
  • SQL Knowledge such as Microsoft SQL Server
  • Expertise in development and analytical tools such as SSAS, SQL, MS Excel, or other tools, as well as visualization tools like PowerBI, SSRS, Workday Reporting (Report Writer)
  • Experience with Workday or similar HRIS is preferable
  • Responsive to changing business needs, manage and prioritize concurrent assignments, and handle ambiguity with ease.
  • Strong customer orientation and a consistent record of hitting deadlines.
  • Good project or program management skills to support data conversion and project-driven activities that require coordination of the stakeholders on either the technical or functional side.
  • Ability to manage confidential and sensitive employee information.
  • Understanding HR operations and processes, and having experience in employee data management an advantage

7. BS in Information Systems with 3 years of Experience

  • Proficient knowledge of qualified retirement Plans, and an understanding of plan setup and maintenance as applicable to daily plan administration.
  • General knowledge of IRS and SEC regulations.
  • Strong knowledge of MS Word, Excel
  • Strong numbers aptitude including a high level of accuracy and attention to detail.
  • Ability to gather and analyze facts, evaluate plan needs, and develop creative solutions.
  • Demonstrate organizational skills, and the ability to set goals and prioritize tasks in a fast-paced environment.
  • Excellent Communication skills (verbal and written).
  • Strong customer service orientation
  • Experience in a progressively responsible capacity leading and/or acting as a resource to department staff regarding website optimization and/or content creation
  • High level of conceptual and strategic thinking
  • Strong attention to detail and project management skills

8. BA in Digital Media with 2 years of Experience

  • Experience with employee benefit plans providing trust/custody or recordkeeping services.
  • Strong understanding of rules governing qualified retirement plans
  • Excellent verbal and written communication skills
  • Intermediate/Proficient working knowledge of software applications including Word, Excel, and trust accounting systems, such as SEI
  • Strong customer focus, including the ability to think in terms of customer experience
  • Ability to work independently and meet deadlines within a dynamic environment.
  • Basic Microsoft Word skills
  • Advanced Microsoft Excel skills
  • Basic Microsoft Outlook skills
  • Intermediate SQL skills
  • Intermediate Query skills
  • Completion of an introductory basic programming course
  • Intermediate written and oral communication skills
  • Ability to read and interpret treaty language, and to apply it appropriately

9. BS in Applied Mathematics with 1 years of Experience

  • Ability to multi-task
  • Basic goal-setting skills
  • Intermediate analytical and problem-solving skills
  • Ability to share and impart knowledge
  • Ability to balance detail with departmental goals/objectives
  • Ability to work independently
  • Ability to work well within a team environment and participate in department projects
  • Experience in implementing or supporting SaaS solutions
  • Experience in supporting Core Conversions
  • Experience with Portico 
  • Ability to analyze and solve problems using learned techniques and tools
  • Strong Human relations, negotiation and documentation skills
Relevant Information
Conversion Manager Skills, Experience, and Job Requirements