Business Analyst - Investment Operations and Technology

Grandview Analytics; Chicago (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care

401(k)

Paid time off and holidays

Job summary

Grandview Analytics is seeking a Business Analyst - Investment Operations & Technology to join client engagement teams in Chicago. The role targets senior analysts or VP level based on experience, with hybrid work (3 days in office) and full-time hiring.

You'll work on projects to improve data management, technology and operations for financial industry clients, focusing on investment operations, data extraction, analysis, and reporting. Travel is occasional US-based.

Qualifications

• Seven years of investment operations and technology experience in middle-office.
• Strong understanding of fixed income and equity asset lifecycles.
• Experience with middle office data and technology projects.
• Prior process improvement or consulting experience is not required.

Responsibilities

• Support data management, technology projects and operational efficiency for financial clients.
• Assess client current state, gather requirements, and develop data extraction and workflow strategies.
• Create implementation plans and data migration/testing frameworks for go-live projects.
• Collaborate with client stakeholders and Grandview consultants on engagements.

Skills

Investment Operations & Technology

Advanced Excel

SQL

Power BI

Tableau

Project Management

Communication

Work Authorization

Tools

PowerApps

Job description

Business Analyst - Investment Operations and Technology

Senior Analyst or Vice President, based on experience

Chicago, IL • Hybrid – 3 days/week in office • Full-time • Occasional US-based travel

Grandview Analytics is a consulting firm that helps asset managers, asset owners, administrators, and fintech providers get more value from their investment data, operations and technology.

We're hiring a Business Analyst - Investment Operations & Technology to join our client engagement teams that work on projects to improve data management, technology, and operational efficiency for our financial industry clients.

This role is a strong fit if you have at least seven years of investment operations and technology experience in the middle-office, a strong understanding of fixed income and equity asset characteristics and lifecycles and have been instrumental in complex projects involving middle office data and technology. In this role, you'll broaden that experience through project work across multiple clients and technology platforms. While prior process improvement and project experience is required, formal project management or consulting experience is not.

Why Make the Move to Consulting

• Client-facing from the start - you'll work directly alongside client stakeholders and Grandview's experienced financial industry consultants, building a track record and network across multiple firms.
• Broader exposure - you'll see how different asset managers, administrators, and fintechs solve similar problems across multiple asset classes and technology platforms, which widens your capability set for future consulting projects and career paths or for a future move back to a single firm perspective in a more strategic data and technology leadership role.
• Career path options - you’ll experience different ways to grow and lead within the firm – that may include capability/subject matter expertise, client delivery leadership, corporate functions and management. Grow your career and be a part of growing Grandview.
• Hands‑on mentorship – you’ll learn and grow from experienced investment industry consultants, and have access to job‑relevant certifications (examples: CFA, Microsoft PowerApps, Snowflake, Certified Scrum Master)
• Base salary: $90,000–$130,000, plus an annual performance-based bonus
• Paid time off and paid holidays
• Health care, 401(k), life and disability insurance

A Day in the Life

You’ll use your middle office investment industry knowledge in operations and technology, project management, business analyst and data analysis skills to support transformational data and technology projects as part of Grandview's consulting engagement teams. Our clients are buy‑side asset managers, asset owners, administrators, and fintech providers. You'll work alongside Grandview's experienced consultants and client delivery leaders, client stakeholders, industry fintech vendors, and other market participants such as trustees, custodians, fund administrators, market data providers, RIAs, and prime brokers. Visit grandviewanalytics.com to see our client case studies.

Example Consulting Engagement Assignments

Your role is a critical one for all of Grandview’s consulting engagements – you'll be able to independently assess our client's current state and pain points, meet with, gather and document requirements from stakeholders, build strategies for extracting, analyzing and organizing investment data and workflows, build project implementation plans and create frameworks to support data migration and testing for go‑live platform implementations or other custom solutions.

• Implementing or enhancing investment book of record (IBOR) systems, order management systems, compliance and reporting systems, investor portals, and portfolio management dashboards
• Extracting, cleansing, organizing, and integrating data across multiple systems for streamlined processes, data lineage, data quality reporting, and insightful dashboards
• Redesigning and documenting business requirements, workflows, and procedures
• Preparing data visualizations using BI/AI tools to report on data, testing, or other metrics

Experience You’ll Bring & Use on Day 1

• Investment Operations & Technology Industry Experience - at least seven years of direct investment industry experience working with multiple asset classes, fund structures, data and technology in middle office functions at asset managers, fund managers, banks, trustees, fund/asset administrators, fintechs, with a strong understanding of investment lifecycle operational functions and related technology platforms across trade, post‑trade, portfolio management, investment accounting, performance and attribution, compliance and reporting
• Data Extraction & Analysis Experience - hands‑on experience using Advanced Excel, and SQL scripts to extract, load, and analyze large, complex data sets, as well as proficient understanding of database structures and tables
• Data Research, Reporting & Visualization - use of BI/visualization tools such as Power BI, Tableau, or Microsoft PowerApps and familiarity with common AI tools for data research and reporting
• Problem Solving & Solutions Mindset - a problem‑solving approach to each challenge and ability to work independently on complex problems that span both business and technology, using curiosity, experimentation and incremental solutions to iterate effectively to achieve progress toward solutions
• Investment Related Project Management Experience - experience working on complex projects to improve investment operations and technology operating models and workflows.
• Professional Communication & Documentation - a client‑focused approach to adding valuing and earning credibility with stakeholders that is built upon the use of regular, clear, accurate, concise and transparent verbal and written communication skills
• Work Authorization - Must be eligible to work in the U.S. indefinitely without sponsorship

Our Interview Process

Initial discussion with our Head of Talent Management, completion of a skill profile survey, followed by 2-3 interviews with consulting client delivery leaders. Expected start date for this role is September-October 2026.

Grandview is an equal opportunity employer. We value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.