Senior FinTech Business Analyst - Portfolio Solutions

InvestCloud; New York (NY); On-site; USD 165,000 - 175,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

Disability insurance

Life/AD&D insurance

FSA/HSA

401(k) with company match

Paid time off

Job summary

InvestCloud in New York, NY is seeking a Business Analyst with fintech domain experience to define system scope and translate business needs into specifications. You will collaborate with client teams, document requirements, and provide premium services for complex issues across product functionality.

The ideal candidate has 5–7 years in business/systems analysis in fintech, strong data mapping skills, and excellent communication to stakeholders. Equal opportunity employer.

Qualifications

• Bachelor’s degree or higher with exposure to business or CS.
• 5–7 years in business or systems analysis in fintech.
• Deep knowledge of portfolio accounting and performance measurement.
• Proven ability to map data through the lifecycle of an account/workflow.
• Strong communication to convey complex specs to clients and teams.

Responsibilities

• Define system scope and objectives based on user needs and industry requirements.
• Translate requirements into system specifications and documentation.
• Collaborate with client teams to deliver premium services for complex issues.
• Act as subject-matter expert and provide thought leadership on products and client functionality.

Skills

Business Analysis

Fintech domain knowledge

Data mapping

Stakeholder communication

Requirements gathering

Education

Bachelor’s Degree

Business Administration exposure

Computer Science exposure

Tools

APL platform

Job description

InvestCloud in New York, NY is seeking a Business Analyst with fintech domain experience to define system scope and translate business needs into specifications. You will collaborate with client teams, document requirements, and provide premium services for complex issues across product functionality.

The ideal candidate has 5–7 years in business/systems analysis in fintech, strong data mapping skills, and excellent communication to stakeholders. Equal opportunity employer.