Lead System Analyst (Investment Banking)

Binding Minds Inc. (Certified Disability Owned Business Enterprise); Boston (MA); On-site; USD 120,000 - 160,000; Full time

Job summary

Binding Minds Inc. seeks a Lead Systems Analyst to join the Portfolio Analysis Technology team, supporting investors in portfolio analytics, risk assessment, and decision-making.

You will translate investor workflows into scalable technology solutions and lead end-to-end analysis for complex initiatives across data, analytics, and UX. The role requires strong communication with portfolio managers and analysts, a deep understanding of asset management concepts, and experience guiding agile

Qualifications

• Bachelor’s degree in Computer Science, Engineering, Finance, or related field.
• 5+ years of experience as a Systems Analyst or similar in complex tech environments.
• Strong understanding of asset management and portfolio analytics concepts.
• Excellent communication and facilitation skills with investment professionals.
• Strong analytical and problem-solving abilities for ambiguity and trade-offs.
• Experience leading analysis across cross-functional teams and multiple systems.
• Experience in Agile or iterative development environments.

Responsibilities

• Collaborate with portfolio managers and research analysts to understand analytics, risk, performance, and workflows.
• Lead analysis for portfolio analytics initiatives and translate needs into clear requirements, user stories, and acceptance criteria.
• Oversee end-to-end analysis for complex initiatives across data, analytics, and UX.
• Work with engineers, architects, and product teams to evaluate approaches and impacts.
• Facilitate alignment among investment professionals and technology teams.
• Support delivery from concept through release with design reviews and rollout readiness.
• Identify opportunities to improve investor workflows and platform usability and performance.
• Promote high-quality Agile practices with well-formed epics, acceptance criteria, and backlog readiness.

Skills

Portfolio analytics

Stakeholder engagement

Agile / Scrum

Requirement elicitation

Education

Bachelor’s degree in CS/Eng/Business/Finance

Tools

SQL

Job description

Client Management is seeking an experienced Lead Systems Analyst to join the Portfolio Analysis Technology team within the Investment Platform Technology organization. This role sits at the intersection of investment decision-making and technology, partnering closely with portfolio managers, research analysts, product managers, and engineering teams to deliver portfolio analytics capabilities that support how investors analyze portfolios, evaluate risk, and make investment decisions. The Lead Systems Analyst will play a critical role in shaping the evolution of Client’s portfolio analysis platform. This individual will lead analysis for complex initiatives, translating investor workflows and analytical needs into scalable, high-quality technology solutions that support the firm’s global investment platform.

RESPONSIBILITIES

• Partner directly with portfolio managers and research analysts to understand portfolio analytics, risk, performance, and investment decision-making workflows.
• Lead analysis for portfolio analysis initiatives and platform enhancements, translating complex investor needs into clear functional requirements, user stories, and acceptance criteria.
• Lead end-to-end analysis for complex initiatives spanning multiple systems, including investment data, analytics, and user experience.
• Collaborate with engineers, architects, and product teams to evaluate solution approaches, tradeoffs, and implementation impacts.
• Drive alignment across stakeholders by facilitating discussions between investment professionals and technology teams.
• Support delivery from concept through release, including solution design reviews, testing, and rollout readiness.
• Identify opportunities to enhance investor workflows, improve analytical capabilities, and increase platform usability and performance based on direct investor feedback.
• Drive high quality Agile practices, including well formed epics and user stories, clear acceptance criteria, backlog readiness, and active participation in sprint planning, reviews, and retrospectives.

Required Qualifications

• Bachelor’s degree in Computer Science, Engineering, Business, Finance, or a related field.
• 5+ years of experience as a Systems Analyst, Business Analyst, or similar role within complex technology environments.
• Strong understanding of the asset management industry and portfolio analytics, including concepts such as portfolio risk, performance attribution, portfolio construction, or factor exposures.
• Exceptional communication and facilitation skills, with the ability to engage directly with portfolio managers and research analysts to understand complex investment workflows and analytical needs.
• Strong analytical and problem-solving skills, with the ability to structure ambiguity, evaluate tradeoffs, and make clear recommendations.
• Demonstrated experience leading analysis efforts across cross-functional teams and coordinating requirements across multiple systems.
• Experience working in Agile or iterative development environments.

Preferred Qualifications

• Experience working directly with portfolio managers, research analysts, or investment teams.
• Experience working on investment analytics platforms supporting portfolio analysis, risk, or performance.
• Working familiarity with SQL or data analysis tools.
• Practical experience applying AI techniques (e.g., Copilot/ChatGPT) to translate business needs into requirements— e.g. prompt design, workflow automation, and validating outputs.