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Senior Business Analyst - Investment Management

InvestM Technology LLC
San Francisco, CA Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 5/18/2025

Senior Business Analyst - Investment Management

We are looking for a Senior Business Analyst with extensive experience in the Investment Management industry. The ideal candidate would have prior experience working within an investment management firm either in their technology division or within the Investment operations group as a Business Analyst.

  • USC / GC / EAD
  • W2 Only
  • No H1B / C2C candidates for this position

Compensation :

  • Open (All rates commensurate with experience are welcome)
  • Responsibilities :

  • Work as a Business Analyst in large-scale technology transformation projects for clients within the Investment Management or Investment Services Industry
  • Perform Requirements Gathering, Data Analysis, Testing coordination, Current State assessment, and Target State Definition
  • Act as a project manager for small projects that do not have a dedicated project manager
  • Mandatory Qualifications :

  • 5 years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund
  • Strong Experience in two or more domain areas – Trading, Compliance, Trade Settlements, Investment Accounting, Fund Accounting, Corporate Actions, Reconciliations, Performance & Attribution
  • 3 years of hands-on experience in SQL
  • Preferred Qualifications :

  • MBA degree or CFA qualification
  • CFA CIPM (Certificate in Investment Performance Measurement) certification
  • Experience in one or more technology vendor packages used in the Investment Management industry – Eagle STAR / PACE, CRD, Bloomberg AIM, Blackrock Aladdin, SimCorp, Portia
  • Ability to code in Python or Java
  • Seniority level

    Not Applicable

    Employment type

    Contract

    Job function

    Information Technology

    Industries

    Investment Management

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