Senior Business Analyst

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

Job summary

Quantum Technologies. LLC is seeking a Business Analyst in Tampa, FL to support Fixed Income Portfolio Management with emphasis on Municipal Bonds, portfolio attributes, data, and investment rules.

This contract role (12 months + extension) requires 8+ years of BA experience in Asset Management, strong Fixed Income knowledge, and excellent SQL/data-analysis skills to translate requirements into functional specifications and data mappings.

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

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

SQL

Fixed Income

Portfolio management

Data analysis

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

JobDescription

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.