Public Markets Business Analyst

Vertiscript Global; Oregon (WI); On-site; USD 80,000 - 120,000; Full time

Job summary

Vertiscript Global is seeking a Business Analyst with at least 5 years of experience in investment management. The role involves focusing on implementation, integration, and process improvement across the end-to-end investment operations lifecycle. You must have substantial knowledge of asset management processes, proficiency with systems like SimCorp Dimension, and experience in stakeholder management. This is a significant multi-year project aimed at supporting public markets and asset allocation strategies.

Qualifications

• 5+ years’ experience in business analyst roles at investment management organizations.
• Knowledge of investment operations lifecycle across asset classes.
• Experience in post Trade Processing in SimCorp Dimension is a plus.

Responsibilities

• Focus on implementation and process improvement across the End-to-End process.
• Oversee functionalities in pre and post trade processing, position management, and performance.
• Involved in a multi-year project to implement a new OMS/EMS platform.

Skills

Business analysis

Investment operations lifecycle

SimCorp Dimension

Post Trade Processing

User testing

Stakeholder management

Portfolio Management systems

Order Management systems

Enterprise Management systems

Job description

Required Skills

• Must have at least 5 years’ experience in business analyst roles at investment management organizations.
• Substantial knowledge of the end‑to‑end investment operations lifecycle across asset classes, including the processes, workflows, and investment platforms/systems used to support the investment business.
• Experience of post Trade Processing in SimCorp Dimension would be a significant plus.
• Ability to work with internal and external stakeholders to gather, draft, and validate business requirements and workflows, and assist with the functional design of solutions.
• Develop, execute, and document user test plans and organize and oversee end‑user testing and acceptance.
• In partnership with technology, end users, and other stakeholders, manage and execute functional testing of system enhancements/changes resulting from the work effort.
• Develop and/or assist in the development of end‑user training materials and coordinate/conduct user training.
• Pro‑active communication to project team, stakeholders, senior management, and the wider organization. Managing expectations is key.
• Escalate issues and risks accordingly and help drive their resolution – providing input as needed.
• Prepare well‑structured materials and audience appropriate messaging.
• Experience with other Portfolio Management/ Risk Management systems (e.g., Blackrock Aladdin, FactSet, MSCI).
• Experience with Order/ Execution Management systems (e.g., Charles River, Flex ONE, etc.).
• Experience with Enterprise Management systems for Finance & HR (e.g., Workday, SAP, etc.).

Key Skills

• Experience in configuring, connecting, enhancing, and implementing a main platform for portfolio management, trading, compliance, and operations, and finance – supporting a variety of investment instruments.

Responsibilities

• Role will be to focus on implementation, integration, and process improvement efforts across the End‑to‑End process. Functionally, pre and post trade processing, position management and performance, finance, and other areas of support. Project Overview: multi‑year project to implement a best‑of‑breed platform that will support its public markets and asset allocation strategies. New implementation of an OMS / EMS as well as support the insourcing of various middle office functions to support an internal Investment Book of Record (IBOR).