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Job: Business Analyst – Investment Management

Title Business Analyst – Investment Management
Categories Asset Management, Business Analyst, Business Intelligence, Investment Management, Project Management/PMO
Location Stamford, CT
Job Information

Our global Investment Management client is seeking to recruit a Business Analyst with investment management industry experience focused on system integration, enterprise data management and system implementation project planning, execution and delivery.


  • Partner with investment teams (business users) and IT teams to identify and maximize the use of information and technology to improve investments data, systems, and business processes
  • Utilize business intelligence and reporting expertise to help implement a new reporting infrastructure in the investments enterprise data management system
  • Develop and maintain reporting process using SQL, OLAP and BI tools
  • Document and maintain expert knowledge of various reporting, investment, accounting and trading systems including their inherent inter-connectivity
  • Assist with investment systems administration and proactively identify and resolve data gathering and reporting issues
  • Assist with ongoing SOX internal control testing initiatives
  • Assist with special projects as required


  • Bachelor’s Degree in Computer Science, Information Systems or Business related field
  • 5+ years’ business analysis and operations experience in the financial services or asset management industry
  • Advanced SQL and Excel skills, including demonstrated ability to write scripts and queries
  • Demonstrated expertise with requirements gathering and documentation and the ability to effectively liaise with project managers and business end-users to understand business needs, develop actionable requirements and deliver complex projects
  • Experience with business intelligence tools, data mapping, and end-to-end system integration across multiple platforms
  • Experience with investment management platforms such as Aladdin, Markit, Eagle Pace, etc.
  • Superb communication, interpersonal and business writing skills
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