Business Analyst – Financial Asset Management

Nextiya LLC; Iselin (PA); On-site; USD 90,000 - 140,000; Full time

Job summary

Nextiya LLC is seeking an experienced Business Analyst with a strong financial asset management background for a client engagement in Iselin, NJ. The analyst will work with business stakeholders across portfolio management, trading, operations, compliance, and client reporting to define requirements and support delivery of investment-platform initiatives.

You will elicit and document requirements, translate needs into functional specs and user stories, and support testing, data analysis, and

Qualifications

• 5+ years of business analysis experience, with at least 3 years in financial asset management, wealth management, or investment operations.
• Solid understanding of the trade lifecycle, portfolio management, performance/attribution, and client reporting.
• Familiarity with investment platforms such as Bloomberg, Charles River IMS, BlackRock Aladdin, Eagle, or SimCorp is a plus.
• Strong SQL and data analysis skills; advanced Excel.
• Experience working in Agile/Scrum delivery teams.
• Excellent stakeholder communication, documentation, and problem-solving skills.

Responsibilities

• Elicit, analyze, and document business and functional requirements with stakeholders across the front, middle, and back office.
• Translate business needs into functional specifications, user stories, process flows, and acceptance criteria.
• Support trade lifecycle, portfolio accounting, performance measurement, and client reporting processes and systems.
• Perform data analysis and source-to-target mapping for investment and market data (SQL, Excel).
• Coordinate and support user acceptance testing, defect triage, and release readiness.
• Act as the liaison between business users, technology teams, and platform vendors.
• Participate in Agile ceremonies and maintain requirements traceability through delivery.

Skills

Business analysis

Financial asset management

SQL

Excel

Agile/Scrum

Stakeholder communication

Requirements documentation

Data analysis

Portfolio management

Tools

Bloomberg

Charles River IMS

BlackRock Aladdin

Eagle

SimCorp

Job description

Business Analyst – Financial Asset Management

Iselin, United States | Posted on 11/06/2026

Nextiya is seeking an experienced Business Analyst with a strong financial asset management background for a client engagement in Iselin, NJ. The analyst will work with business stakeholders across portfolio management, trading, operations, compliance, and client reporting to define requirements and support delivery of investment-platform initiatives.

Key Responsibilities

• Elicit, analyze, and document business and functional requirements with stakeholders across the front, middle, and back office.
• Translate business needs into functional specifications, user stories, process flows, and acceptance criteria.
• Support trade lifecycle, portfolio accounting, performance measurement, and client reporting processes and systems.
• Perform data analysis and source-to-target mapping for investment and market data (SQL, Excel).
• Coordinate and support user acceptance testing, defect triage, and release readiness.
• Act as the liaison between business users, technology teams, and platform vendors.
• Participate in Agile ceremonies and maintain requirements traceability through delivery.

Required Skills & Qualifications

• 5+ years of business analysis experience, with at least 3 years in financial asset management, wealth management, or investment operations.
• Solid understanding of the trade lifecycle, portfolio management, performance/attribution, and client reporting.
• Familiarity with investment platforms such as Bloomberg, Charles River IMS, BlackRock Aladdin, Eagle, or SimCorp is a plus.
• Strong SQL and data analysis skills; advanced Excel.
• Experience working in Agile/Scrum delivery teams.
• Excellent stakeholder communication, documentation, and problem-solving skills.

Please note: This position does not offer visa sponsorship. Candidates must be authorized to work in the United States.