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Senior Investment BSA

Connvertex Technologies Inc.
Everett, MA Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/14/2025

Senior Investment BSA

Location : Boston MA or Needham MA

Work Type : Hybrid with 3x per week onsite.

Job Type : Contract 24 months

Job description :

  • We are looking for a Senior Investment BSA who will supporting the front office and portfolio construction
  • MUST HAVE experience supporting the front office and portfolio construction
  • Must have experience supporting investors prefer to see candidates that have experience working with investment tools research tools investment reporting portfolio construction Factset or Bloomberg background and the like. Th s person needs to have a strong understanding of holdings transactions benchmarks performance attribution etc
  • Must have experience with Equity Fixed Income and Derivatives. This is the primary area for Level 2 support. They will be working with the Portfolio Managers Research Analysts Credit Analysts and Portfolio Analysts to support them on any of their requests.
  • Must have strong SQL skills
  • Excellent communication and interpersonal skills as this person will be working directly with the users.
  • There is Production support on a rotation basis requirement once every 2 months and the person is expected to check the tests that are running and escalate or fix if need be. The time commitment varies from 30 minutes to 3hrs when oncall
  • Excellent communication and interpersonal skills as this person will be working directly with the users.

Key Skills

Wealth Management,Cash Flow Analysis,Investment Experience,Asset Management,Analysis Skills,Securities Law,Equity Research,Investment Management,Private equity,Process Management,Financial Modeling,Bloomberg

Employment Type : Full Time

Vacancy : 1

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