Demo

Investment Business Analyst

Qodoro Global LLC
Springfield, MA Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/13/2025

Job Description

Job Description

JOB DESCRIPTION :

Title : Investment Business Analyst

Location : Springfield, MA / Boston, MA(Hybrid Remote)

The ideal candidate will have a deep understanding of trade flows and cash clearing processes, coupled with strong analytical and communication skills to bridge the gap between business stakeholders and technical teams. Lead requirements definition sessions ensuring that the team articulates requirements and specifications. Use the analyst skills and techniques to formulate business and system requirements. Must have a solid background in the investment management domain including asset accounting and operations.

Key Responsibilities :

  • Collaborate with stakeholders to gather, analyze, and document business requirements related to investment operations and cash clearing.
  • Map out and understand end-to-end trade flow processes, including trade execution, clearing, and settlement.
  • Identify gaps, inefficiencies, and areas for improvement in the cash clearing processes.
  • Develop detailed business requirement documents (BRDs), workflows, and process models to support the project goals.
  • Liaise with technology teams to ensure accurate translation of business requirements into functional and technical specifications.
  • Perform data analysis to track cash clearing processes, identify trends, and validate system outputs.
  • Support testing activities, including developing test cases, conducting user acceptance testing (UAT), and ensuring successful project delivery.
  • Monitor and track project progress, ensuring alignment with timelines, deliverables, and quality standards.
  • Act as a key point of contact for stakeholders across business and technology teams throughout the project lifecycle.

Required Skills and Qualifications :

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • 5 years of experience as a Business Analyst within investment operations, trade lifecycle, or cash clearing environments.
  • Strong understanding of trade flow processes, including trade execution, clearing, and settlement.
  • Familiarity with industry-standard clearing systems and tools (e.g., DTCC, SWIFT, Euroclear)
  • Proficiency in business process mapping and documentation tools (Visio, LucidChart).
  • Analytical, problem-solving skills, with the ability to handle complex datasets and systems.
  • Excellent verbal and written communication skills to interact effectively with stakeholders.
  • Experience with Agile or Waterfall project management methodologies is a plus.
  • Knowledge of regulatory requirements related to cash clearing and investment operations is highly desirable.
  • Professional certifications such as CFA, CBAP, or PMP.
  • Hands-on experience with data analytics tools (e.g., SQL, Excel, or Tableau).
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