Product Business Analyst at InvestCloud, Inc.

| Greater LA Area
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Job Description

This position is located in our Burlington office

 

Position Overview

InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology.  This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, a sense of ownership, a demonstrated history of positive results in delivering financial technology. Candidates should possess a genuine willingness to learn, and the capability to quickly master new skills.


 

Key Responsibilities:

  • Conduct analysis on clients' project design and define optimum solution 

  • Conduct data analysis based on source data systems and target staging tables; drive design with Integration developers

  • Deliver agreed-upon products within committed timeframes; while managing scope and change rigorously

  • 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 and milestones



 

Requirements:

  • Minimum of 5 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

  • Solid understanding of performance evaluation concepts

  • Familiarity with different calculation methodologies: Time-weighted return, Internal rate of return, Modified Dietz

  • Understand use of benchmarks and how benchmarks are selected

  • Ability to describe different measures of risk, how they are calculated and used in performance evaluation

  • Understanding of performance attribution and how it is used by investment managers

  • CFA certification a plus 

  • 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 

  • Stellar time management and negotiation skills

  • Proven track record of strong scope and change control

  • Additional exposure and experience considered a plus:

    • SQL 

    • Java 

    • Data Modeling and Mapping

    • Understanding of Product Development Lifecycle 
and SaaS delivery

    • Experience as a Data or Research Analyst

 

Company Description

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.

InvestCloud Company Culture Highlights
Check us out on Comparably: https://www.comparably.com/companies/investcloud

Winner of Comparably's Award for Best Leadership Teams 2019, 2020
Winner of Comparably's Award for Best CEOs for Women 2019, 2020
Winner of Comparably's Award for Best Company in Los Angeles 2019, 2020
Winner of Comparably's Award for Employee Happiness 2019, 2020
Winner of Comparably's Award for Compensation 2020
InvestCloud is ranked in the top 5% of companies for Office Culture on Comparably

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.

InvestCloud

Why Work Here?
Innovators with a passion for design and collaboration

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs. InvestCloud Company Culture Highlights Check us out on Comparably: https://www.comparably.com/companies/investcloud Winner of Comparably's Award for Best Leadership Teams 2019, 2020 Winner of Comparably's Award for Best CEOs for Women 2019, 2020 Winner of Comparably's Award for Best Company in Los Angeles 2019, 2020 Winner of Comparably's Award for Employee Happiness 2019, 2020 Winner of Comparably's Award for Compensation 2020 InvestCloud is ranked in the top 5% of companies for Office Culture on Comparably 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.

Address

5045 S Service Rd

Los Angeles, CA

USA

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Technology we use

  • Engineering
  • Product
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • HTMLLanguages
    • CSSLanguages
    • jQueryLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • SaltFrameworks
    • JenkinsFrameworks
    • XamarinFrameworks
    • OracleDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • CouchDBDatabases
    • SOLRDatabases
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • SmartsheetManagement
    • Azure DevOpsManagement

Location

Our office is centrally located in the trendy West Hollywood neighborhood, with lots of restaurants and local coffee shops in walking distance.

An Insider's view of InvestCloud, Inc.

What’s the vibe like in the office?

The first thing you notice about InvestCloud is how passionate and driven everyone is. Companies are successful when their employees are successful and InvestCloud takes the time to make sure everyone is supported. If you're looking for an opportunity to define what fintech is going to look like for the next decade this is the place to be.

Darin

Product Manager

How does the company support your career growth?

InvestCloud offers many career paths. If someone wants to move to another position, there are people willing to hear them, offer them tips on how to achieve their goal, and get the ball rolling for that transition. Also, if you see a need for a role that does not yet exist, you are encouraged to speak up and perhaps fill said role yourself.

Rachel

Front End Developer

What are some social events your company does?

We host a variety of events that help create community! We work with non-profits to hold volunteering events and have an annual company retreat. We have weekly themed Happy Hours where everyone in all departments gets together for drinks, food and games. During WFH, IC continued to encourage community with virtual coffee talks, and a video casts.

Surry

Developer

What are InvestCloud, Inc. Perks + Benefits

Culture
Volunteer in local community
InvestCloud Los Angeles participates in quarterly volunteer opportunities in our local community.
Partners with Nonprofits
InvestCloud partners with Food on Foot to assist the Los Angeles homeless community with food, clothing, and work opportunities. As well as a Patron Sponsor for Circle of Friends Los Angeles.
Friends outside of work
Eat lunch together
Intracompany committees
InvestCloud has a culture of continued learning and collaboration! From weekly intra-department learning teams to bi-monthly all hands meetings celebrating intra-office successes.
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
InvestCloud's management team mirrors the vast diversity of our staff. Our Human Resources and Recruitment teams are dedicated to the continuous improvement and support of our diverse staff.
Unconscious bias training
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Dedicated wellness team and resource, as well as weekly wellness meetings focusing on health, diet, exercise, breathe-work, and mental health.
Onsite Gym
Team workouts
From weekly basketball games to company wide burpee challenges InvestCloud employees believe in being healthy together!
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Flexible Work Schedule
InvestCloud provides employees with a flexible work schedule that includes Core hours, Compressed week, Flexible start and end times.
Family Medical Leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Stocked Kitchen
Happy Hours
InvestCloud offers weekly themed happy hours.
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
InvestCloud offers employees professional development opportunities like the ability to attend job related conferences and seminars.
Lunch and learns
InvestCloud hosts lunch and learn meetings weekly.
Cross functional training encouraged
Promote from within
Customized development tracks
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