Investments Business Analyst

Job Title: Business Analyst – Finance Technology

Location: Hybrid onsite Charlotte NC 3 days/week - 2 days remote

Job Type: Contract - 1 year min.

MUST HAVES

• 2 positions require strong experience with middle office bank loans and investment processes.
• 2 positions require in-depth knowledge of private investment strategies and platforms.
• Exceptional interpersonal skills, with the ability to interact confidently and professionally with C-level executives.
• Bachelor’s degree required, ideally from a top-tier or globally recognized university.

We are seeking 4 skilled Business Analysts to join our dynamic finance technology team. These roles focus on private and public investments, supporting cutting-edge solutions in middle office banking and multi-strategy private investments. The ideal candidates will possess exceptional analytical skills, experience with investment technology, and the ability to interact with C-level executives in a professional and effective manner.

Key Responsibilities:

• Collaborate with stakeholders, including senior executives, to understand business needs and translate them into technical requirements.
• Analyze and optimize workflows related to middle office bank loans and private/public investments.
• Develop and document business and technical requirements, ensuring alignment with strategic objectives.
• Partner with technology teams to implement, test, and refine solutions that meet business goals.
• Serve as a key point of contact for troubleshooting and resolving issues related to investment technology platforms.
• Provide insights and recommendations on system enhancements to improve operational efficiency.
• Manage and deliver high-priority projects within tight deadlines while maintaining a focus on quality and outcomes.

Qualifications:

• Bachelor’s degree from a top-ranked university, preferably in Finance, Business, Technology, or a related field.
• For Middle Office Banking Focus: Strong experience with middle office bank loans and investment processes.
• For Multi-Strategy Focus: In-depth knowledge of private investment strategies and platforms.
• 5 years of relevant experience in financial technology or business analysis roles.
• Exceptional interpersonal skills, with the ability to interact confidently and professionally with C-level executives.
• Strong knowledge of private and public investment processes, systems, and technologies.
• Proven experience in managing multiple projects simultaneously in a fast-paced environment.
• Advanced proficiency in tools like Excel, SQL, or other analytics software is a plus.

Preferred Skills:

• Experience with specific investment platforms or tools related to private investments.
• A track record of success in driving technology-related initiatives within the financial sector.
• Exceptional problem-solving skills and a detail-oriented approach.

What We Offer:

• A collaborative and forward-thinking work environment.
• Opportunities to work closely with senior leadership and shape innovative solutions in finance technology.