Business Systems Analyst

InvestCloud, Inc.; New York (NY); On-site; USD 77,000 - 130,000; Full time

Job summary

An established industry player is seeking a detail-oriented Business Systems Analyst to enhance digital solutions for the wealth management sector. This exciting role involves collaborating with engineers to translate complex requirements into actionable features, ensuring clarity and precision in every aspect. The ideal candidate will possess strong analytical and organizational skills, with a proven track record in financial technology. Join a forward-thinking team dedicated to driving innovation and excellence in the financial landscape, where your contributions will directly impact client relationships and project success.

Qualifications

• 5+ years in a Business Analyst role, ideally in financial technology.
• Strong fluency in agile delivery practices and collaboration.

Responsibilities

• Collaborate to translate financial complexity into user stories.
• Create data flows and entity models for wealth management workflows.

Skills

Analytical Skills

Organizational Skills

SDLC Knowledge

Agile Delivery Practices

Data Mapping

SQL

Collaboration

Education

Bachelor's Degree

Tools

Confluence

Jira

Figma

Job description

Join to apply for the Business Systems Analyst role at InvestCloud, Inc.

Join to apply for the Business Systems Analyst role at InvestCloud, Inc.

Above the Role

InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, solid knowledge in SDLC, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills.

Above the Role

InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, solid knowledge in SDLC, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills.

What does a great Business Systems Analyst do?

We’re looking for a highly collaborative, detail-obsessed Business Systems Analyst (BSA) who thrives at the intersection of finance, data, and agile engineering. In this role, you’ll help shape and deliver digital solutions for the US wealth management industry, working side-by-side with engineers to turn complex requirements into clear, testable, and executable features.

If you're energized by solving problems, love diving deep into investment data, and believe great software is built through shared understanding and shared ownership—read on.

What You’ll Do

• Be the team’s clarity engine. Collaborate and help teams translate financial and business complexity into crisp, well-scoped user stories, test scenarios, and solution diagrams.
• Partner. Collaborate deeply with engineers, QA, product managers, and client SMEs—bringing a shared commitment to build the right thing the right way.
• Deliver executable requirements. Use real-world examples, data samples, and BDD-style acceptance criteria to ensure requirements are ready to go—not open to interpretation.
• Model systems with context. Create data flows, entity models, and transformation logic that reflect the unique nuances of wealth management workflows—from custodial feeds to performance reporting.
• Support delivery excellence. Participate in sprint ceremonies with an agile mindset: iterating quickly, validating frequently, and improving continuously.
• Test what matters. Work with product and engineering to create test cases that reflect real-world usage, especially in our case where accuracy and compliance are key.
• Drive alignment. Keep cross-functional teams connected through clear documentation, timely updates, and shared tools—from Confluence and Jira to mock APIs or Figma.
  
  

What You’ll Bring

• 5+ years in a Business Analyst or Business Systems Analyst role, ideally, in a financial technology or wealth management environment
• Familiarity with the US investment advisory ecosystem—RIAs, custodians, portfolio accounting systems, performance, and/or client reporting
• Strong fluency in agile delivery practices, with a love for collaboration over handoffs
• Comfort working directly with engineers, QA, and product managers to refine stories, integrations, APIs and data models
• Experience with data mapping, SQL, and working with large financial datasets (e.g., transactions, positions, holdings, valuations)
• An instinct for system thinking—you zoom out before zooming in
• Experience writing acceptance criteria using BDD-style formats (e.g., Gherkin), or willingness to learn
• An eye for detail without losing the thread of the big picture
  
  

Bonus Points For

• Experience with portfolio accounting systems (e.g., Advent APX, Tamarac, Orion, Black Diamond)
• Understanding of data integration from custodians (e.g., Schwab, Fidelity, Pershing)
• Experience with APIs, XML/JSON, or working with data warehouses
  
  

What Sets You Apart

• You love working collaboratively with engineers and take pride in crafting stories that spark ideas—not confusion.
• You believe excellence comes from shared understanding—and are relentless in making sure no one’s guessing.
• You value evidence over opinion, clarity over complexity, and working software over process for its own sake.
• You take ownership, ask great questions, and find joy in the details that help great teams move faster.
  
  

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence
  
  

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. $77,000 - $130,000

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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