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Innocap · 4 months ago

Senior Business Analyst - Treasury & Portfolio Finance

New York, United States

Full-time

Hybrid

Senior Level

5+ years exp

Innocap is the world’s leading firm of managed account platform services, revolutionizing the asset management industry. The Senior Business Analyst will act as a key liaison between business and technical teams, translating business needs into actionable requirements and managing project workflows for Treasury Fund Operations and Portfolio Finance functions.

Business DevelopmentFinanceFinancial Services

Responsibilities

Collaborate with stakeholders, product owners, and development teams to gather and document business requirements

Serve as a liaison between business units and IT teams to ensure alignment and successful project delivery

Translate business needs into detailed user stories, epics, and acceptance criteria in Jira

Maintain and manage Jira boards, workflows, and dashboards to support agile project tracking

Understand current business processes and contribute to designing, building, and monitoring improvements for a new product suite

Work closely with Quality Assurance and development teams to ensure requirements are clearly understood and implemented correctly

Demonstrate strong stakeholder management skills with the ability to translate business requests into technical specifications and to challenge and refine requests when appropriate

Qualification

JiraBusiness AnalysisData AnalysisExcelSQLPower BITableauProject ManagementAnalytical SkillsResourcefulStakeholder ManagementCertifications CFACertifications FRMCertifications PMPCertifications CSPOCommunication SkillsDetail-oriented

Required

Bachelor's or Master's Degree in Business, Finance, Computer Science, Information Systems, or related fields

Strong experience using Jira in Agile/Scrum environments, with proficiency in drafting user stories, process flows, and functional specifications

Good knowledge of Excel, SQL, and data visualization tools such as Power BI and Tableau, with a proven ability to analyze data using dashboards and reports

At least 5 years of experience as a Business Analyst, including 3+ years within the technology function of a hedge fund, fund administrator, prime broker, or financial institution in their capital markets division (treasury and/or portfolio finance teams)

Excellent project management and communication skills, with the ability to clearly articulate and present information to stakeholders

Analytical, detail-oriented, and resourceful, with a proven ability to stay organized and manage tasks efficiently

Knowledge of middle-office hedge fund processes such as reconciliation, Treasury, NAV calculation, and margin calculation

Preferred

Experience in application development related to alternative investments Treasury or the Trade Life Cycle within financial services, ideally in the hedge fund space, is considered an asset

Certifications such as CFA, FRM, PMP, or CSPO are considered assets