Principal Business Analyst

Role Overview

• As a member of the team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization.
• Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective data solutions.
• We work with business practitioners such as Portfolio Managers, Senior Management, and Attribution Analysts in defining analytical approaches to solving business requests.
• Finally, we support our team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users.

Requirements

• A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
• A minimum of five years of related experience in Financial Services with demonstrated understanding of investment instruments and financial markets experience preferred.
• Experience with asset management back-office operations, mutual fund accounting, multi-layered fund structures as well as working knowledge of derivatives, a plus.
• Must be able to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations
• A self-starter and excellent team member who is independent, collaborative, and can work with minimum supervision
• Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
• Affinity for data; where to get it, how to use it, what it means
• Ability to translate business requirements into well-defined key performance indicators
• A highly curious and motivated learner with strong problem-solving skills
• Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others
• Approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change
• Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability to keep pace, make progress and bring others along
• A growth mentality with a passion for continuous learning and development
• Able to understand the technology and software architecture of an application
• Excellent planning, organizational, and time management skills
• Strong Microsoft Office skills especially in Excel, Word, PowerPoint and Visio

Benefits

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