Senior Business Analyst

Capital Management Firm #017

Primary functions and essential responsibilities:

Specific responsibilities include, but are not limited to:

· Liaise closely with Investment Performance, Fund Accounting, and Investment Operations teams to gather and analyze requirements.

· Work with Portfolio/Investment accounting datasets and reports.

· Work with developers to drive implementation of business requirements, taking ownership of requirements gathering and setting user expectations.

· Work on Firm data warehouse integrations with external/internal systems

· Identify opportunities to improve business processes and operational efficiency; recommending solutions and build as necessary

· Analyze user requirements and issues; provide the best fit solution, while maintaining the integrity of existing applications

· Perform QA and UAT testing throughout all future systems iterations

· Ad-hoc data analysis and debugging of data issues

· Form strong working relationships with internal users – both business and technical – across locations to facilitate application support and adoption



· Bachelor’s degree in Economics, Finance, Accounting or Computer Science

· MBA and / or CFA are a plus

Experience Required:

· 5+ years of total experience with at least 2 years as a Business Analyst

· Familiarity with Investment Performance and Performance Attribution

· Prior experience in an investment management firm

· Understanding of alternative investments; familiarity with institutional investment lifecycle, business workflows, and associated systems and data

· Familiarity with cloud platforms preferred

· Familiarity with alternative securities (Bank Loans, CLOs, ABS, non-agency MBS, Derivatives, etc.)

· Ability to synthesize business challenges and clearly present a business case, able to explain complex concepts in a clear and concise manner

· Strong SQL skills to work with large volumes of data

· Data analytics using PowerBI or similar platforms a plus

General Requirements:

· Strong organization and documentation skills

· Strong sense of ownership and accountability

· A self-directed individual with a can-do attitude, willing to work in an energetic, fast paced team environment, a proactive nature and the ability to resolve issues with minimal supervision

· Experience and ability to proactively and continuously identify and analyze problem situations to develop an effective and improved course of action for resolution

· Strong critical thinker and strong business judgment; Inquisitive and committed to continual improvement/learning

· Excellent communication (written, verbal, presentation, documentation) and client service skills; capability of interacting with key stakeholders to direct prioritization of program-related activity

· Ability to be flexible in terms of hours to coordinate with team members across time zones

· Comfortable in dealing with ambiguity and uncertainty in a dynamic environment

· Dependable, great attitude, highly motivated, and a team player

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