Business Analyst; Investment Management
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-02-27
Listing for:
InvestM Technology LLC
Full Time
position Listed on 2026-02-27
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
Overview
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.
Compensation- Open(All rates commensurate with experience are welcome)
- USC/GC
- 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 co-ordination, Current State assessment, and Target State Definition
- Act as a project manager for small projects that do not have a dedicated project manager
- 10+ 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
- 5+ years of hands-on experience in SQL
- 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, Sim Corp, Portia
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