Senior Business Analyst - Investment Management

InvestM Technology LLC; San Francisco (CA); On-site; USD 102,000 - 192,000; Full time

Job summary

An established industry player is seeking a Senior Business Analyst to drive large-scale technology transformations in the Investment Management sector. The ideal candidate will possess extensive experience in the industry, focusing on areas such as Trading, Compliance, and Investment Accounting. This role involves gathering requirements, analyzing data, and managing small projects, making it perfect for those who thrive in dynamic environments. Join a forward-thinking team where your insights will shape innovative solutions and enhance operational efficiency within the investment landscape.

Qualifications

• 5+ years of experience as a Business Analyst in Investment Management.
• Strong experience in Trading, Compliance, and Investment Accounting.

Responsibilities

• Work as a Business Analyst in technology transformation projects.
• Perform requirements gathering, data analysis, and testing coordination.

Skills

Business Analysis

SQL

Investment Management

Data Analysis

Project Management

Python

Java

Education

MBA

CFA

Tools

Eagle STAR/PACE

CRD

Bloomberg AIM

Blackrock Aladdin

SimCorp

Portia

Job description

Senior Business Analyst - Investment Management

Senior Business Analyst - Investment Management

We are looking for a Senior Business Analyst with extensive experience in the Investment Management industry. The ideal candidate would have prior experience working within an investment management firm either in their technology division or within the Investment operations group as a Business Analyst.

• USC/GC/EAD
• W2 Only
• No H1B/C2C candidates for this position

Compensation:

• Open(All rates commensurate with experience are welcome)

Responsibilities:

• Work as a Business Analyst in large-scale technology transformation projects for clients within the Investment Management or Investment Services Industry
• Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
• Act as a project manager for small projects that do not have a dedicated project manager

Mandatory Qualifications:

• 5+ years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund
• Strong Experience in two or more domain areas – Trading, Compliance, Trade Settlements, Investment Accounting, Fund Accounting, Corporate Actions, Reconciliations, Performance & Attribution
• 3+ years of hands-on experience in SQL

Preferred Qualifications:

• MBA degree or CFA qualification
• CFA CIPM(Certificate in Investment Performance Measurement) certification
• Experience in one or more technology vendor packages used in the Investment Management industry – Eagle STAR/PACE, CRD, Bloomberg AIM, Blackrock Aladdin, SimCorp, Portia
• Ability to code in Python or Java

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Information Technology

• Industries

  Investment Management

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