Business Analyst Portfolio Accounting Investment Operations Platforms

Responsibilities

• Embrace the firm's systems built on Salesforce

• Manage requests from the business

• Business requirements documentation

• Deliver software solutions with the business

• Business requirements documentation and specification

• Lead user-acceptance testing to ensure quality solutions are delivered • Develop and enhance Tableau dashboards

• Project manage the CLO Team projects/tasks

Experience

• 2+ years of total professional experience

• 2+ years of business analysis or project manager experience at a hedge fund, mutual fund, fixed-income asset manager, investment bank, broker-dealer, or financial software/data vendor

• 2+ years of experience with any of the following types of systems: Portfolio Accounting Tableau SQL Excel

Business Knowledge/Skills

• Good understanding of fixed-income securities

• Knowledge of Portfolio Accounting

• Ability to maintain productive relationships within the business

• Ability to translate business requirements to technical requirements

Education

• Bachelor s degree in finance, economics, business administration, or computer science

Keywords: Business Analyst, Portfolio Accounting, Geneva, Salesforce, Project Manager, Requirements Gathering

Please send resumes to Jim Geiger jeg@analyticrecruiting.com