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A Business Analyst in our Investment Systems team will design technology solutions to support investment operations processes including investment and accounting. They would translate business requirements into technical designs, including high level design and detailed field mappings and transformations between two or more investment and accounting systems. This role requires a deep understanding of the structures and their data elements of various asset classes that investment operations deal with daily, especially CMLs, RMLs and private securities, and how they are represented in accounting and investment systems (i.e., PAM and Aladdin). This role also requires a good familiarity with cloud technologies especially the Data Engineering stack on Azure, and related technical concepts.
Job Responsibility
Collaborate closely with business stakeholders to gather, analyze, and document requirements for data synchronization and reconciliation across various asset types
Define synchronization and reconciliation requirements, including scope, schedules, datasets, filters, data elements, and business rules
Perform gap analysis to identify missing data elements and inconsistencies in existing solutions
Analyze business processes and translate business needs into clear functional requirements and technical specifications
Work with cross-functional teams to ensure proposed solutions meet business and technical objectives
Maintain comprehensive documentation for requirements, data mappings, and reconciliation logic
Requirements
4+ years of experience as a Business Analyst
Deep understanding of investment products, portfolios, asset classes and their structures, especially CMLs, RMLs and private securities, their data elements, and their representation in accounting (especially PAM) and investment (especially Aladdin and Bloomberg) systems
Experience with financial systems, trading platforms, and portfolio management tools, especially experience with PAM and Aladdin
Strong understanding of technology stacks used in investment management, operations, and accounting
Understanding of investment workflows, processes, and regulatory requirements is desired
Familiarity with investment management concepts and financial markets is desired
Proficiency in SQL, JSON
Good understanding of Python, cloud concepts and services
Knowledge of system design principles and best practices
Knowledge of security standards and compliance regulations related to financial services preferred
Knowledge of data analytics and reporting tools used in investment analysis preferred
Good understanding of Agile process and experience working on Agile teams
Excellent communication, collaboration, and presentations skills to effectively work with diverse stakeholders
Ability to analyze complex problems and develop effective solutions, perform gap analysis, navigate projects with high levels of uncertainty
What we offer
Technical and non-technical training for professional and personal growth
Internal conferences and meetups to learn from industry experts
Support and mentorship from an experienced employee to help you professional grow and development
Health insurance
Sports activities to promote a healthy lifestyle
Flexible work options, including remote and hybrid opportunities
Referral program for bringing in new talent
Work anniversary program and additional vacation days