Train to be a Business Analyst

IMP Consulting; Chelmsford (MA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical / Dental Insurance

401k, with company match

10 paid holidays

15 paid vacation days

Up to 5 sick days

Job summary

A high-profile consulting firm north of Boston is looking for a Business Analyst with at least 3 years of investment operations or fund accounting experience. This role involves analyzing data, extracting requirements, and designing workflows to enhance operational accuracy. Candidates should be detail-oriented, possess strong communication skills, and be proficient in Excel. The firm offers a collaborative work environment, competitive benefits including medical and dental insurance, and opportunities for career advancement.

Qualifications

• Minimum 3 years of investment management experience, preferably in operations, fund accounting or compliance.
• Detail-oriented with strong written and oral communication skills.
• Understanding of compliance and the Investment Company Act of 1940 a plus.

Responsibilities

• Analyze data and design workflows to improve operations.
• Extract requirements from documentation and investment teams.

Skills

Investment management experience

Understanding of security setup

Knowledge of equities

Communication skills

Proficiency with Excel

Interest in coding SQL

Ability to solve problems

Tools

Excel

SQL

VBA

Job description

Overview

Attention Investment Operations/Fund AccountingExperience – Train to be a Business Analyst

IMP Consulting is a high-profile consulting company north of Boston serving the investment management industry. As a direct result of the quality of the consulting product that we deliver, our client roster features some of the leading names in the asset management industry. Our patented CLEAR Compliance service offers an AI/ML-Assisted solution for ingesting compliance documentation, digitizing guidelines and working seamlessly with the OMS. IMP offers a competitive and rewarding career path with opportunities to advance to senior-level roles within the firm. By joining IMP, you will play a meaningful role in the development of the firm and our consulting innovations.

We are seeking a person with a minimum of 3 years of investment operations or fund accounting experience to join our team at IMP Consulting. With your background in investment operations and/or fund accounting, you can begin training as a Business or Compliance analyst on our exciting SaaS product, CLEAR Compliance & CLEAR Framework.

Investment Management firms are streamlining their compliance and investment operations workflows with our revolutionary platform of machine-learning-assisted tools. Our clients collective AUM now exceeds $1 trillion, and our pipeline includes the top global investment firms. Our Compliance & Business Analysts help our clients analyze their data, extract requirements from documentation and via interviews with the investment teams, design and test workflows and compliance rules and improve the transparency and accuracy of their critical compliance and operations workflows.

Responsibilities

• Analyze data, extract requirements from documentation and interviews with investment teams, and design and test workflows and compliance rules to improve transparency and accuracy of operations.

Qualifications

• Minimum 3 years of investment management (buy-side related) experience, preferably in operations, fund accounting or compliance.

• Understanding of security setup, valuation, and data.

• Strong knowledge of equities, fixed income, and cash workflows. Derivatives experience a plus.

• Detail-oriented with strong written and oral communication skills.

• Proficiency with Excel.

• Solid written and oral communications skills.

• Understanding of compliance and the Investment Company Act of 1940 a plus.

• Knowledge of relational databases and how to code SQL in Oracle, MS SQL Server or Sybase a plus.

• Knowledge of and interest in writing Excel macros and creating custom reports using VBA, and/or Business Objects, is a plus.

• Ability and enthusiasm for learning and problem solving.

• Strong professional ethics and solid work ethic.

Location

Greater Chelmsford Area, MA. In-person office days are required. Some travel may be required.

Benefits

• Medical / Dental Insurance

• 401k, with company match

• 10 paid holidays, 15 paid vacation days, up to 5 sick days