About the role

  • Elicit, define, and document systems requirements
  • Liaison for the Shareholder Reporting business team to the IT systems groups
  • General application support, issue documentation, project representation, and portfolio management
  • Perform many sub-roles combining business analyst, systems analyst, and project coordinator

Requirements

  • Bachelor’s degree in accounting, finance, business, business analysis, CIS or the equivalent
  • 5+ years prior experience in the mutual fund industry
  • 5+ years project experience required
  • A self-starter with experience learning and adapting to new technology tools
  • Strong verbal and written communication skills
  • Experience in translating business requirements to technical resources
  • Extensive understanding of MS Office
  • Experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle
  • Experience with SunGard’s InvestOne and the Geneva accounting software is a plus

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development

Job title

Principal Business Analyst, Alternative Investments

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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