Technical Business Analyst

The Value Maximizer; Washington (District of Columbia); Hybrid; USD 110,000 - 140,000; Full time

Job summary

A leading investment firm is seeking a Technical Business Analyst to enhance portfolio management systems. The role requires a blend of technical expertise in SQL and hands-on experience with platforms like Charles River and Bloomberg. Ideal candidates will have significant experience in the investment sector and be able to foster collaboration across various teams to ensure system performance.

Benefits

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO and 10 paid holidays

Family support programs

Hybrid work from home program

Qualifications

• 5+ years of experience as a Business Analyst in Wealth or Investment Management.
• Hands-on experience in portfolio management platforms.
• Experience in SQL for data extraction.

Responsibilities

• Collaborate with Portfolio Management and support multiple teams.
• Monitor production platforms for system health.
• Perform root cause analysis on incidents and propose solutions.

Skills

SQL Skills

Portfolio Management Knowledge

Communication

Education

Bachelor's degree or equivalent

Tools

Charles River

Bloomberg

Job description

1 week ago Be among the first 25 applicants

Company: Investment Firm / Wealth Management


Job: Technical Business Analyst


Pay: $110K - $140K based upon experience


Location: Camas, WA or Plano, TX - Hybrid with 1 day a week from home after the first 90 days


Education:

• Bachelor's degree or equivalent combination of education and experience required
  
  
  

Experience:

• 5+ years of experience working as a Business Analyst of a Wealth or Investment Management Technology team
• MUST HAVE - Hands-on experience in Portfolio management platforms like Charles River or Bloomberg
• Working knowledge of Portfolio management concepts (Positions, Trades, Securities)
• MUST HAVE technical experience in modifying and creating SQL queries to pull data
  
  
  

Responsibilities:

• Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected
• Monitor production platforms for start of day readiness and general system health
• Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
• Provide operational and incident support for your assigned applications and modules
• Perform root cause analysis on production incidents and propose solutions to prevent recurrence
• Define user stories and acceptance criteria based on business requirements
• Define business, functional and technical systems requirements accompanied with solution detail, diagrams
• Participate in the software development lifecycle
• Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination
• Provide business recommendations based on critical analysis
• Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates
  
  
  

Benefits:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  IT Services and IT Consulting

Referrals increase your chances of interviewing at The Value Maximizer by 2x

Sign in to set job alerts for “Technical Business Analyst” roles.

Washington, DC $110,000.00-$140,000.00 1 day ago

College Park, MD $75,000.00-$85,000.00 1 week ago

Washington DC-Baltimore Area $110,000.00-$115,000.00 3 days ago

Arlington, VA $120,000.00-$120,000.00 1 day ago

Bethesda, MD $90,000.00-$135,000.00 4 days ago

Washington, DC $93,000.00-$105,000.00 8 hours ago

Maryland, United States $61,010.00-$78,000.00 1 day ago

Senior Business Process & Performance Analyst

North Bethesda, MD $55,000.00-$125,000.00 3 days ago

323 - Business Analyst - (FDA) Experience Required

Columbia, MD $80,000.00-$120,000.00 5 days ago

McLean, VA $75,000.00-$140,000.00 5 hours ago

Chantilly, VA $102,890.67-$139,637.34 1 month ago

Arlington, VA $102,890.67-$139,637.34 1 month ago

Business Analyst with experience in Mortgage Industry

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.