Business Analyst - Geneva

Galent; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Galent seeks an experienced Business Analyst to support Geneva implementation, migration, and optimization across investment management and fund administration platforms. You will act as a bridge between business stakeholders, operations teams, technology, and vendors to ensure successful delivery of Geneva accounting solutions.

The role involves data extraction, source-to-target mapping, credit instrument configuration, reconciliation, and validation of complex investment products using SQL,

Qualifications

• 5+ years of experience in investment operations, fund accounting, or asset management.
• 3+ years of Geneva implementation or support experience.
• Strong project management and business analysis skills.
• Experience managing large-scale transformation or platform migration programs.
• Knowledge of SDLC, Agile, and Waterfall methodologies.

Responsibilities

• Document business and functional requirements using process models and data models.
• Develop and execute complex SQL queries to extract investment data from Oasis and other legacy systems.
• Collaborate with stakeholders to understand user and business requirements and align system changes with strategic objectives.
• Support migration from Oasis to Geneva and ensure data quality during transition.
• Perform unit and integration testing prior to production releases and address Geneva system issues.

Skills

SQL

Data governance

Agile methodologies

Azure DevOps

MS Teams

Miro

MS Suites

SharePoint

Project management

Business analysis

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Oasis

Geneva

SS&C Advent Geneva

Job description

We are seeking an experienced Business Analyst to support Geneva implementation, migration, and optimization initiatives across investment management and fund administration platforms. The role will act as a bridge between business stakeholders, operations teams, technology teams, and vendors to ensure successful delivery of Geneva accounting and investment operations solutions. The ideal candidate will possess detail-oriented professional to support the migration and transformation of credit portfolio data from Oasis and other legacy investment platforms into SS&C Advent Geneva. The role involves data extraction, source-to-target mapping, credit instrument configuration, reconciliation, and validation of complex investment products using SQL.

Key responsibilities:

Collaborate with stakeholders to understand user and business requirements, ensuring that modifications to existing systems align with strategic objectives.

• Document business and functional requirements using tools such as process models and data models.
• Apply methodologies for gathering requirements to enhance accuracy in development and testing phases.
• Conduct unit and integration testing prior to production releases to identify and resolve Geneva system issues.
• Support migration from internal accounting platform Oasis to Geneva
• Develop and execute complex SQL queries to extract investment data from Oasis and other legacy systems.
• Analyze and validate security master data, transaction history, positions, cash balances, and reference data.
• Support data profiling, cleansing, and quality assurance activities during migration projects.
• Sound knowledge on credit instruments and reconciliation p
• Participate in continuous improvement initiatives to refine software development life cycle processes.
• Provide prompt and accurate responses to inquiries regarding Geneva and its implementation of the Accounting Life Cycle
• Ensure data products are structured, reusable, and ready for consumption, enhancing the architecture by decoupling data from systems
• Support the Data Lake team with design and implementation of scalable data pipelines.
• Utilize Agile methodologies and tools such as Azure DevOps, MS Teams, Miro, MS Suites, and SharePoint to manage tasks and workflows.
• Ensure solutions adhere to data governance, security, and compliance standards.

Bachelor's degree in Finance, Accounting, Business, Economics, or related field.

• 5+ years of experience in investment operations, fund accounting, or asset management.
• 3+ years of Geneva implementation or support experience.
• Strong project management and business analysis skills.
• Experience managing large-scale transformation or platform migration programs.
• Knowledge of SDLC, Agile, and Waterfall methodologies

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, citizenship status, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable law. https://www.e-verify.gov/sites/default/files/everify/posters/IER_RighttoWorkPoster.pdf