Senior Business Analyst - Investment Management

InvestM Technology LLC • United State
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AI Summary

We are seeking a Senior Business Analyst with extensive experience in Investment Management to gather performance measurement and attribution reporting requirements. The ideal candidate will have 7+ years of experience as a Business Analyst in an Investment Management or Investment Services organization. The role requires a good understanding of Investment Performance methodologies and exposure to Private Equity/ Private Assets from a performance measurement standpoint.

Key Highlights
Senior Business Analyst role in Investment Management
7+ years of experience as a Business Analyst
Good understanding of Investment Performance methodologies
Key Responsibilities
Work as a Business Analyst responsible for gathering performance measurement and attribution reporting requirements
Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
Provide support to BAU issues in the Performance and Attribution Domain
Act as a project manager for small projects that do not have a dedicated project manager
Technical Skills Required
SQL Investment Performance methodologies GIPS Eagle Performance Eagle PACE
Benefits & Perks
Hybrid work arrangement
US Citizens/GC/EADH1B sponsorship available
Nice to Have
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

Job Description


We are looking for a Senior Business Analyst with extensive experience in the Investment Management industry with prior experience implementing performance and attribution systems.

Location

  • San Francisco, CA (Hybrid)
  • Boston, MA (Hybrid)

Visa Status

  • US Citizens/GC/EAD
  • H1B sponsorship available

Responsibilities

  • Work as a Business Analyst responsible for gathering performance measurement and attribution reporting requirements
  • Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
  • Provide support to BAU issues in the Performance and Attribution Domain
  • Act as a project manager for small projects that do not have a dedicated project manager

Mandatory Qualifications

  • 7+ years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund working on Performance and Attribution projects.
  • 3+ years of hands-on experience in SQL
  • Good understanding of Investment Performance methodologies (i.e. TWRR, IRR, Attribution etc)
  • Exposure to Private Equity/ Private Assets from a performance measurement standpoint
  • Good understanding of GIPS and blended benchmarks

Preferred Qualifications

  • Detailed knowledge of Eagle Performance and hands on implementation/configuration experience of Eagle PACE
  • Good understanding of Data Management from an Eagle performance perspective (i.e. PACE tables)
  • 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, SimCorp, Portia

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