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Business Analyst

Related Categories

Business Analyst, Equity Research, Product Development, Project Management/PMO, Asset Management, Business Intelligence, Investment Management
Title Business Analyst – Cloud Infrastructure (Financial Services)
Categories Business Analyst, Equity Research, Product Development, Project Management/PMO
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Business Analyst with demonstrated experience gathering and documenting business and technology requirements and supporting complex projects from planning through delivery in a web application and cloud infrastructure (AWS) environment. Exposure to financial research, data and analytic products is preferred.


  • Collaborate with business, technology, product and quality teams to identify and analyze business requirements and translate them into actionable and innovative solutions
  • Build queries and analyze complex data to determine the feasibility of business solutions
  • Become a subject matter expert on the firm’s research, data and analytical products
  • Provide hands-on support during the entire project life-cycle
  • Assist with establishing project vision, scope, validation and testing
  • Validate and submit final requirements for product development, quality and testing
  • Provide project updates and status reports to senior business, product and technology stakeholders
  • Provide functional and technical advice to stakeholders in order to prioritize project requirements
  • Assist with all phases of project planning through product launch


  • Bachelor’s Degree
  • 3+ years of business analysis, project management or product management
  • Exposure to equity data products
  • Demonstrated experience working in a cloud (AWS) or web-based infrastructure technical environment
  • Demonstrated experience writing SQL queries to extract and analyze data
  • Understanding of APIs, JSON and web applications preferred
  • Advanced project management skills
  • Demonstrated ability to gather and document business and technical requirements
  • Excellent communication and interpersonal skills with the ability to collaborate effectively with key internal and external stakeholders
  • Motivated, driven and personable with a high attention to detail
  • Exposure to UX/UI design is a plus
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Title Business Analyst – Investment Management Systems
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 demonstrated experience driving and delivering projects and gathering and documenting business and technology requirements for investment management system integration, enterprise data management and system implementation projects.


  • 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’ program management, project management and/or business systems analysis 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 EDM, ePAM, etc.
  • Superb communication, interpersonal and business writing skills
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