Business Analyst with Investment Ops or Fund Accounting Experience

IMP; Chelmsford (MA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical /Dental Insurance

Job summary

IMP Consulting, a leading investment-management-focused firm north of Boston, is seeking individuals with 3+ years in investment operations or fund accounting to train as Business or Compliance analysts on our CLEAR Compliance & CLEAR Framework SaaS product.

You will analyze client data, extract requirements from interviews, design workflows and test compliance rules to improve transparency in critical operations.

Qualifications

• Minimum 3 years in investment management, preferably in operations, fund accounting or compliance.
• Understanding of security setup, valuation and data.
• Strong knowledge of equities, fixed income and cash workflows; derivatives a plus.
• Detail oriented with strong written and oral communication skills.
• Proficiency with Excel.
• SQL knowledge in Oracle, MS SQL Server or Sybase a plus.
• Experience writing Excel macros (VBA) and/or using Business Objects a plus.
• Enthusiasm for learning and problem solving.
• Strong professional ethics and solid work ethic.

Skills

Investment operations

Fund accounting

Excel proficiency

Written and verbal communication

SQL basics

Tools

SQL

Excel VBA

Business Objects

Job description

Attention Investment Operations/Fund Accounting Experience –

Train to be a Business Analyst

IMP Consulting is a high-profile consulting company north of Boston serving the investment management industry. As a direct result of the quality of the consulting product that we deliver, our client roster features some of the leading names in the asset management industry. Our patented CLEAR Compliance service offers an AI/ML-Assisted solution for ingesting compliance documentation, digitizing guidelines and working seamlessly with the OMS. IMP offers a competitive and rewarding career path with opportunities to advance to senior-level roles within the firm. By joining IMP, you will play a meaningful role in the development of the firm and our consulting innovations.

We are seeking a person with a minimum of 3 years of investment operations or fund accounting experience to join our team at IMP Consulting. With your background in investment operations and/or fund accounting, you can begin training as a Business or Compliance analyst on our exciting SaaS product, CLEAR Compliance & CLEAR Framework.

Investment Management firms are streamlining their compliance and investment operations workflows with our revolutionary platform of machine-learning-assisted tools. Our clients collective AUM now exceeds $1 trillion, and our pipeline includes the top global investment firms. Our Compliance & Business Analysts help our clients analyze their data, extract requirements from documentation and via interviews with the investment teams, design and test workflows and compliance rules and improve the transparency and accuracy of their critical compliance and operations workflows.

Requirements

• Minimum 3 years of investment management (buy-side related) experience, preferably in operations, fund accounting or compliance.
• Understanding of security setup, valuation, and data.
• Strong knowledge of equities, fixed income, and cash workflows. Derivatives experience a plus.
• Detail oriented with strong written and oral communication skills.
• Proficiency with Excel
• Solid written and oral communications skills
• Understanding of compliance and the Investment Company Act of 1940 a plus
• Knowledge of relational databases and how to code SQL in Oracle, MS SQL Server or Sybase a plus
• Knowledge of and interest in writing Excel macros and creating custom reports using VBA, and/or Business Objects, is a plus
• Ability and enthusiasm for learning and problem solving.
• Strong professional ethics and solid work ethic

Location

Greater Chelmsford Area, MA. In-person office days are required. Some travel may be required.

Benefits

• Medical /Dental Insurance
• 401k, withcompanymatch
• 10 paid holidays, 15 paid vacation days, up to 5 sick days