Largeton Group · 6 hours ago
Investments Business Systems Analyst.
Austin, TX
Full-time
Hybrid
Senior Level, Lead/Staff
$70/hr - $75/hr
10+ years expLargeton Group is seeking a skilled Business Systems Analyst with investment domain experience to help modernize their data environment. The role involves supporting the modernization of Investment Accounting and data, enhancing key Portfolio Management data applications, and contributing to building a scalable, self-service data delivery model.
ConsultingInformation TechnologyTraining
Responsibilities
Lead the elicitation of business, data, and process requirements through interviews, workshops, document analysis, workflow reviews, and stakeholder meetings
Prepare comprehensive documentation for the Investment Accounting system and data solution including detailed front-to-back investment process workflows, data flows, source to target data maps, data definitions to ensure that processes are understood to reduce the risk of requirements gaps, and to prepare ERS for an implementation
Define ERS specific use cases and requirements, analyze vendor capabilities, and participate in solution demonstrations that guide target system design and configuration
Assist with system implementation tasks, including configuration support, data mapping, data validation, test script development, and execution of user acceptance testing
Enhance and optimize portfolio management applications, ensuring reliable, timely, and accurate data delivery
Contribute to the development of data governance practices, including data quality checks, metadata documentation, lineage tracking, and process standardization
Support change management activities by preparing training materials, creating user documentation, and assisting with end-user onboarding
Provide advisory support to Investments leadership throughout project lifecycle, ensuring transparency, risk awareness, and alignment with strategic objectives
Design interactive dashboards, reports, and data visualizations to support investment analysis, financial reporting, and strategic decision-making
Design solutions that align with ERS enterprise architecture, internal controls, and information security policies
Adhere to ERS’ standard operating procedures related to approvals, reviews, change control, and agile project governance
Complete all required information security training as administered by ERS
Qualification
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
Largeton Group
At Largeton Group, we're passionate about empowering businesses to reach new heights through innovative staffing solutions and cutting-edge technology.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ashutosh Tripathi
Managing Partner
Saurabh Prakash
Client Partnership Manager.
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