Business Analyst/Data Analyst- Fixed Income

JSG (Johnson Service Group, Inc.); New York (NY); Hybride; USD 76 000 - 96 000; Plein temps

Résumé du poste

Johnson Service Group (JSG) is seeking a Senior Business Analyst/Data Analyst with fixed income portfolio management experience for a hybrid contract in the New Jersey, New York, or Chicago area. You will translate investment requirements into data specifications, rules, and user stories while supporting fixed income analytics and collaboration with investment teams.

8+ years in Financial Data Analytics plus strong SQL are required; Municipal Bonds knowledge is a plus.

Qualifications

• 8+ years of Business Analyst experience in Financial Data Analytics.
• Strong SQL and data-analysis skills.
• Translate investment requirements into functional specifications, data mappings, and user stories.
• Experience developing test scenarios, UAT, and investigating data and calculation discrepancies.
• Experience working directly with Portfolio Managers or investment teams.
• Experience defining and validating financial attributes, calculations, and business rules at the security and portfolio levels.
• Strong understanding of portfolio, holdings, security master, benchmark, and market/reference data.
• Municipal Bonds domain knowledge and experience.

Responsabilités

• Gather, document, and validate requirements from Portfolio Managers and investment teams.
• Define security and portfolio-level attributes, calculations, and business rules.
• Identify and document investment data required for portfolio analysis and decision-making.
• Support fixed income analytics, including yield, duration, spread, ratings, portfolio weights, sector/state exposure, and benchmark characteristics.
• Translate portfolio-management requirements into functional specifications, data mappings, and user stories.
• Analyze and validate investment data using SQL.
• Collaborate with investment, product, data, and technology teams.
• Payrate range 55-70 experience dependent.

Connaissances

8+ years BA experience in Financial DA

SQL

Translate requirements to specs

Test scenarios/UAT

Work with Portfolio Managers

Define financial attributes & rules

Fixed Income Portfolio Mgmt knowledge

Municipal Bonds knowledge

Description du poste

Johnson Service Group (JSG) is currently looking for a Business Analyst/Data Analyst with fixed income portfolio management and Asset Management or Financial Services experience. This is a HYBRID contract opportunity with a financial services client in New Jersey, New York, or Chicago. Our client is seeking a senior Business Analyst to translate investment requirements into business rules, data specifications, and functional requirements supporting fixed income portfolio management.

Must Have skills

• 8+ years of Business Analyst experience in Financial Data Analytics
• Strong SQL and data-analysis skills.
• Ability to translate investment requirements into functional specifications, data mappings, and user stories.
• Experience developing test scenarios, UAT, and investigating data and calculation discrepancies.
• Experience working directly with Portfolio Managers or investment teams.
• Experience defining and validating financial attributes, calculations, and business rules at the security and portfolio levels.
• Strong understanding of portfolio, holdings, security master, benchmark, and market/reference data.
• Strong understanding of Fixed Income Portfolio Management and portfolio analytics.

Nice to Have skills

• Municipal Bonds domain knowledge and experience.

Responsibilities

• Gather, document, and validate requirements from Portfolio Managers and investment teams.
• Define security and portfolio-level attributes, calculations, and business rules.
• Identify and document investment data required for portfolio analysis and decision-making.
• Support fixed income analytics, including yield, duration, spread, ratings, portfolio weights, sector/state exposure, and benchmark characteristics.
• Translate portfolio-management requirements into functional specifications, data mappings, and user stories.
• Analyze and validate investment data using SQL.
• Collaborate with investment, product, data, and technology teams.
• Payrate range 55-70 experience dependent

Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.

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