Business Analyst - Investments Level: 3 jobs in United States
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Connect Tech+Talent · 7 hours ago

Business Analyst - Investments Level: 3

Connect Tech+Talent is seeking a Business Analyst specializing in Investments. The role involves supporting data for financial systems and requires extensive experience in data analysis and system implementations within the investment services industry.

Information TechnologySoftware
Hiring Manager
Vignesh Ayyasamy
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Responsibilities

Attends all meetings, meets delivery deadlines and is available during client office hours
Logs in and remains on agency Jabber during work hours
Attends remote meetings with camera on unless prior arranged for camera off
Coordinates leave and vacation with client lead
Must dress appropriately for a business/business casual environment
Communicates respectfully and works harmoniously with all co-workers, customers and vendors
Provides exceptional customer service
Is flexible; able to work under pressure and; able to adapt to change; and able to work on multiple problems and tasks
Takes initiative to prevent and solve problems

Qualification

Business Systems AnalysisSQL QueriesInvestment Accounting SystemsData AnalysisData MappingData ValidationInvestment ConceptsDashboard DevelopmentStakeholder ManagementCustomer ServiceCommunication SkillsCollaboration SkillsProblem-Solving SkillsOrganizational SkillsAttention to DetailAdaptabilityInitiative

Required

Bachelor's degree in business, Finance, Information Systems, Computer Science, or a related field
10 years of experience as a Business Systems Analyst with a minimum of 5 years supporting data for financial systems
10 years of hands-on experience eliciting and documenting requirements, developing cross-functional maps and detailed activity level flows
5 years of hands-on experience with data analysis, data validation, and data mapping
5 years of experience in extracting data from large datasets with proficiency in writing basic to advanced SQL queries, joins, aggregations
5 years of experience with system implementations, upgrades, and integrations for top/common Investment Accounting Systems and Investment data management platforms

Preferred

Experience in the investments services industry, preferably within an asset management or asset owner environment
Understanding of investment concepts, public and private asset classes, and portfolio/accounting workflows
Strong communication, collaboration, and stakeholder-management skills
Solid organizational, analytical and problem-solving abilities with high attention to detail
Ability to translate complex technical details into clear business terms for non-technical stakeholders
Developing dashboards or reports using tools such as Power BI, Tableau, or similar platforms are a plus
Understanding of REST APIs, low code/no code tools, cloud-based data architectures, and modern data platforms. Optional but valuable
Professional certifications such as CBAP and CFA are a plus

Company

Connect Tech+Talent

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Connect Tech+Talent brings together highly qualified technology professionals with great companies.

Funding

Current Stage
Early Stage
Company data provided by crunchbase