Associate Analyst

IMP; Boston (MA); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Medical / Dental / Vision

401k with company match

Paid time off

Job summary

IMP is seeking a versatile client-facing Associate Analyst to join our Boston team. The role involves working on data integration projects, vendor searches, compliance, and OMS implementations, under mentorship, to solve complex trade order management challenges.

You will contribute to IMP’s methodologies to deliver strong client outcomes. Preferred candidates have a finance-related degree and up to two years in investment management, with solid project management and SQL/database familiarity.

Qualifications

• Bachelor’s degree in Finance or related field.
• 0-2 years of investment management experience (internships/projects) or US Military experience with logistics and planning.
• Strong project management and business analysis skills
• Strong knowledge of equities, fixed income, derivatives, and the trade order life cycle
• Solid written and oral communications skills
• Experience with trade order management systems is a plus
• Understanding of compliance and the Investment Company Act of 1940 is a plus
• Knowledge of relational databases and SQL in Oracle/MS SQL Server/Sybase is a plus

Responsibilities

• Participating as part of the team in client project scoping (how to plan, deliver and kick-off a project)
• Assisting in project analysis (requirements gathering, interviews, workflow analysis, and data analysis)
• Executing testing plans (i.e. unit testing, use case testing, organized QA/UAT/Parallel testing)
• Assisting in the planning, organization, and executing of all tasks involved in the migration process from the test environment to the go-live environment
• Work with the team to execute all tasks in the client’s “post-go-live” environment.
• Other responsibilities may include market research; thought leadership on investment management technological trends, and internal strategic company initiatives to help expand our service offerings.

Skills

Project management

Business analysis

Communication skills

Trade order management knowledge

Financial markets knowledge

Education

Bachelor's degree

Tools

SQL (Oracle/MS SQL Server/Sybase)

Job description

Associate Analyst - Boston, MA

IMP is seeking versatile client-facing Associates to join our growing team. Our client projects can include data integration projects, vendor searches, compliance, trade order management system implementations, and more. The ideal candidate will bring both industry and technical skills to IMP engagement teams, helping to ensure that our clients are utilizing the most out of their investment systems. As a client-facing Associate, you will work with your mentor and learn IMP’s cutting edge methodologies to solve our clients’ most complex trade order management, compliance and middle office challenges. Our project management focused roadmap and toolkit helps consultants drive their projects and ensure great client outcomes.

Associate Analyst - Boston, MA

IMP is seeking versatile client-facing Associates to join our growing team. Our client projects can include data integration projects, vendor searches, compliance, trade order management system implementations, and more. The ideal candidate will bring both industry and technical skills to IMP engagement teams, helping to ensure that our clients are utilizing the most out of their investment systems. As a client-facing Associate, you will work with your mentor and learn IMP’s cutting edge methodologies to solve our clients’ most complex trade order management, compliance and middle office challenges. Our project management focused roadmap and toolkit helps consultants drive their projects and ensure great client outcomes.

About IMP

IMP is a FinTech & RegTech firm. We work with buy-side asset managers on their Order Management Systems (OMS), Compliance, Risk, Middle Office, and Back Office. We help firms streamline and enhance what they have, find a new system and implement it, upgrade, and train staff.

We are an industry leader in OMS implementation and compliance solutions for buy-side investment management firms and hedge funds. We also offer advisory services, system review and selection, and management of outsourced projects across the front, middle and back-office.

Our consultants are known for their deep subject matter expertise in Trade Order Management, Compliance, Performance and Accounting Systems and understand the commercial landscape due to their broad, hands-on experience with the world's leading investment software products.

Responsibilities May Include (but Are Not Limited To)

• Participating as part of the team in client project scoping (how to plan, deliver and kick-off a project)
• Assisting in project analysis (requirements gathering, interviews, workflow analysis, and data analysis)
• Executing testing plans (i.e. unit testing, use case testing, organized QA/UAT/Parallel testing)
• Assisting in the planning, organization, and executing of all tasks involved in the migration process from the test environment to the go-live environment
• Work with the team to execute all tasks in the client’s “post-go-live” environment.
• Other responsibilities may include market research; thought leadership on investment management technological trends, and internal strategic company initiatives to help expand our service offerings.

Preferred Background/abilities

• Bachelor’s degree in Finance or related field.
• 0-2 years of investment management experience (experience may include relevant internship experience or project related experience in investment technology)Or US Military experience with logistics and planning.
• Strong project management and business analysis skills
• Strong knowledge of equities, fixed income, derivatives, and the trade order life cycle
• Solid written and oral communications skills
• Experience working with trade order management systems is a plus
• Experienced in creating and executing test plans on projects is a plus
• Understanding of compliance and the Investment Company Act of 1940 is a plus
• Knowledge of relational databases and how to code SQL in Oracle, MS SQL Server or Sybase is a plus

Pay

$65,000 per year with bonus opportunity

Benefits

• Medical / Dental / Vision
• 401k with company match
• Paid time off (holidays, vacation and sick days)