Business Analyst - Investment Operations and Technology

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

Benefits offered by this job

Health care

401(k)

Paid time off

Life and disability insurance

Job summary

Grandview Analytics, LLC is seeking a Business Analyst - Investment Operations & Technology to support client engagements across data management, technology, and operational improvements for financial services clients. The role is hybrid, with 2-3 days in office in Chicago or NYC, and requires direct employment status in the US.

You will work on projects involving investment data across middle and back-office functions, with a focus on data-derived insights, process improvements, and platform

Qualifications

• 3+ years in investment operations and technology in middle/back office.
• Strong understanding of fixed income and equity lifecycles.
• Experience with data extraction, cleansing, and transformation workflows.
• Familiarity with BI tools for reporting and dashboards.

Responsibilities

• Engage with client stakeholders to gather requirements and document them clearly.
• Assess current state and define data, analytics, and technology improvement plans.
• Develop data migration and testing strategies for go-live platforms.
• Create dashboards and reports to enable data-driven decision making.

Skills

Investment ops experience

Data extraction & analysis

Data visualization

SQL & Excel

Tools

Power BI

Tableau

PowerApps

SQL

Job description

Business Analyst - Investment Operations and Technology

Hybrid Role - Based in Chicago, IL or New York City • 2-3 days/week in office • Full-time Direct Employment • Occasional US-based travel * Direct employment only, no work authorization sponsorship offered*

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 three years of investment operations and technology experience in the middle or back-office, a strong understanding of fixed income and equity asset characteristics and lifecycles and have been instrumental in complex projects involving middle or back-office investment 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 investment industry knowledge in operations and technology, project management, business analysis and data analysis to support transformational data and technology projects as part of Grandview's consulting engagement teams. Our clients include 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, accounting book of record (ABOR) systems, compliance and reporting systems, investor portals, and portfolio management dashboards


• Extracting, cleansing, organizing, integrating and testing 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 - direct investment industry experience working with multiple asset classes, fund structures, data and technology in middle or back 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


• Direct Employment & Work Authorization - Must be authorized to work in the US now and in the future without sponsorship and be directly employed by Grandview Analytics LLC - not through an intermediary.

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 October - November 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.