Hybrid Trading Analytics BA | Portfolio Tech

Qode; Washington (District of Columbia); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision premiums paid

401(k) with 50% match

PTO and holidays

Family support and caregiver leave

Hybrid work from home up to 75 days/yr

Job summary

Qode in Washington DC seeks a Technical Trading Business Analyst to join our Investment Management technology team. You will work with Portfolio Management groups to ensure systems meet business needs and industry standards.

The role requires 5+ years as a BA in wealth/investment management, hands-on experience with portfolio platforms like Charles River or Bloomberg, and strong SQL skills. Hybrid work is offered with travel as needed.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• 5+ years of experience as a BA in Wealth/Investment Management Technology.
• Experience with portfolio management platforms and data concepts.

Responsibilities

• Collaborate with Portfolio Management groups to ensure system performance.
• Monitor start-of-day readiness and system health.
• Foster dialogue between business customers, Technology Teams, and vendors.
• Provide operational and incident support for applications.
• Perform root-cause analysis and propose preventive solutions.
• Define user stories and acceptance criteria from requirements.
• Define business, functional and technical requirements with diagrams.
• Participate in the software development lifecycle.
• Identify automation, restructuring, or elimination opportunities.
• Provide business recommendations based on analysis.
• Maintain accuracy while handling multiple requests with due dates.

Skills

Business Analyst experience

Portfolio management concepts

Stakeholder collaboration

Education

Bachelor's degree

Tools

Charles River

Bloomberg

Job description

Qode in Washington DC seeks a Technical Trading Business Analyst to join our Investment Management technology team. You will work with Portfolio Management groups to ensure systems meet business needs and industry standards.

The role requires 5+ years as a BA in wealth/investment management, hands-on experience with portfolio platforms like Charles River or Bloomberg, and strong SQL skills. Hybrid work is offered with travel as needed.