How you will provide meaningful contributions:

• Conduct analysis on clients' project objectives and collaborate with product stakeholders to define optimum solution.
• Conduct data analysis based on source data systems and target staging tables; drive design with Integration developers.
• Provide mentorship to junior Business Analysts.
• Instill best practices and proper project approach with junior team members, developers, and project managers.
• Act as a subject matter expert in domains such as wealth management, financial planning, trading and/or CRM.
• Deliver agreed-upon products within committed timeframes; while managing scope and change rigorously.
• Advocate for process improvement within the delivery cycle.
• Drive Quality Control through unit testing and deliverable pre hand-off testing
• Develop detailed documentation to train client users on the purchased products and ensure efficient handoff to Production Support upon go-live.
• Define project tasks from project objectives.

Basic Qualifications for Consideration:

• Minimum of 7 years as Business Analyst in Fintech, consulting, or related industry
• Work experience in-house or as a service provider to investment managers preferred
• Bachelor’s Degree in Accounting, Economics, Engineering, or related field
• Graduate Degree a plus
• Expert with Excel and Data Analysis, including modeling, lookups and macro writing
• Knowledge of investment management, portfolio accounting, financial market data and performance calculations
• Ability to handle stressful situations with perseverance and professionalism
• Possess business savvy but a techie at heart
• Brilliant communication and client presentation skills
• Technical software spec writing and documentation
• Superior time management and negotiation skills
• Proven track record of successful project delivery and change control

Preferred Skills / Experience

• SQL
• Java
• Minimum 2 years’ experience with Data Modeling and Mapping
• Understanding of Product Development Lifecycle and SaaS delivery
• Experience as a Data or Research Analyst

About InvestCloud

InvestCloud is a global company specialising in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

For more information, visit InvestCloud.com

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