Dynamo Software · 5 days ago

Senior Business Analyst

Watertown, MA

Full-time

Hybrid

Senior Level

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Customer ServiceSoftware

Growth Opportunities

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Responsibilities

Client Implementations: Manage multiple client implementations concurrently, ensuring alignment with Dynamo project management guidelines.

Financial Subject Matter Expert: Lead the implementation for portfolio management clients and other financial based projects. This involves accurately recording historical financial data, performing performance and exposure analysis, configuring client ownership hierarchies, preparing client reports, and addressing ad-hoc client requests.

Collaboration with Product Management and R&D: Work closely with Product Management and Research & Development teams to enhance product features based on valuable client feedback.

Liaison Between Clients and Internal Teams: Serve as a bridge between clients’ front, middle, and back offices, and our internal Development teams. Translate investment industry best practices into practical software solutions.

Database Migration and Reconciliation: Migrate and reconcile clients’ databases across various product modules. Utilize SQL, Excel, and Dynamo Custom tools for efficient data management.

Client Requirements and Quality Assurance: Gather client requirements and conduct quality assurance for custom reports and workflows.

Customer Relationship Building: Cultivate strong relationships with our valued customers.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial Services IndustryAlternative AssetsLiquidIlliquid Investment AnalysisPerformance ReportingPrivate Equity Partnership AccountingPortfolio AccountingDatabase StructureData Migration ToolsExcelSQL