Senior Business Analyst

Cloud Analytics Technologies, LLC; Tampa (FL); On-site; USD 89,000 - 126,000; Full time

Job summary

Cloud Analytics Technologies, LLC in Tampa seeks an experienced Business Analyst to support Fixed Income portfolio management with emphasis on municipal bonds, data specifications, and business rules. You will translate requirements into functional specs and collaborate across investment, data, and technology teams.

The role requires 8+ years in asset management, strong SQL skills, and a solid understanding of portfolio analytics and data governance.

Qualifications

• 8+ years of Business Analyst experience in Asset Management or Financial Services
• Strong Fixed Income domain knowledge, preferably Municipal Bonds
• Understanding of Fixed Income portfolio management and portfolio analytics
• Experience defining and validating financial attributes and calculation logic
• Strong SQL and data-analysis skills
• Experience working directly with Portfolio Managers or investment teams

Responsibilities

• Gather, document, and validate requirements from Portfolio Managers and investment teams
• Define security and portfolio-level attributes, calculations, and business rules
• Identify and document data points required by Portfolio Managers for investment analysis and decision-making
• Support Fixed Income portfolio analytics including yield, duration, spread, ratings, portfolio weights, sector/state exposure, and benchmark characteristics
• Translate portfolio-management requirements into functional specifications, data mappings, and user stories
• Analyze and validate investment data using SQL and data analysis
• Develop test scenarios, support UAT, and investigate data/calculation discrepancies
• Collaborate with investment, product, data, and technology teams

Skills

Fixed Income domain knowledge

SQL & data analysis

Stakeholder collaboration

Asset management experience

Requirements gathering

Job description

US Citizen, Green Card, H-1B, OPT-EAD, CPT, Other

Job Title: Business Analyst
Location: Tampa, FL
Duration: 12 Months + Extension
Bill Rate: $78/hour
Job Type: W-2, 1099, C2C
Client: To Be Discussed Later
Work Authorization: US-Citizen, H-1B, OPT-EAD, GC-EAD

Job Description:

Business Analyst supporting Fixed Income Portfolio Management, with a focus on Municipal Bonds, portfolio attributes, calculations, and investment data. The role will work closely with Portfolio Managers, data, and technology teams to translate investment requirements into business rules, data specifications, and functional requirements.

Key Responsibilities:

• Gather, document, and validate requirements from Portfolio Managers and investment teams
• Define security and portfolio-level attributes, calculations, and business rules
• Identify and document data points required by Portfolio Managers for investment analysis and decision-making
• Support Fixed Income portfolio analytics including yield, duration, spread, ratings, portfolio weights, sector/state exposure, and benchmark characteristics
• Translate portfolio-management requirements into functional specifications, data mappings, and user stories
• Analyze and validate investment data using SQL and data analysis
• Develop test scenarios, support UAT, and investigate data/calculation discrepancies
• Collaborate with investment, product, data, and technology teams

Required Qualifications:

• 8+ years of Business Analyst experience in Asset Management or Financial Services
• Strong Fixed Income domain knowledge, preferably Municipal Bonds
• Understanding of Fixed Income portfolio management and portfolio analytics
• Experience defining and validating financial attributes and calculation logic
• Strong understanding of portfolio, holdings, security master, benchmark, and market/reference data
• Strong SQL and data-analysis skills
• Experience working directly with Portfolio Managers or investment teams

We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, national origin, citizenship/ immigration status, veteran status, or any other status protected under federal, state, or local law.

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