Product Business Analyst
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