BA/PM - (Asset Management / Investment Management) - 10+ Years - W2 - Boston, MA locals
Boston, New York, United States of America
Contract
1 week ago
Key skills
PythonSQLAILLMGitHubAgileScrumKanbanSDLC
About this role
Role: BA/ PM - Asset Management / Investment Banking
Location: Boston, MA Onsite - Hybrid, 4-days per week
Must Have Skills:
- Deep assetmanagement domain experience , specifically supporting investment performance, attribution, benchmarks, and partnering closely with portfolio, performance, or risk teams
- Handson product experience on investment platforms , with clear ownership of requirements, backlog, and delivery while enhancing and evolving existing systems
- Comfortable working directly with data , including handson SQL and some Python, plus a practical mindset on using AI to improve analysis, requirements, and delivery artifacts
Required Qualifications
- 5+ years as a Business Systems Analyst or equivalent role within asset management or financial services
- Strong understanding of front, middle, and back office operations trade lifecycle, portfolio accounting, investment performance, reconciliation, client reporting
- Working knowledge of financial instruments and products (equities, fixed income, derivatives, alternatives, ETFs, mutual funds)
- Demonstrated ability to independently drive requirements gathering, stakeholder workshops, and documentation with minimal supervision
- Experience facilitating agile ceremonies and performing planning/coordination in a Scrum or Kanban environment
- Proficiency in SQL for querying, data validation, and analytical support
- Awareness of how AI and automation tools (e.g., GitHub Copilot, LLM-based assistants, AI test generation) are transforming the SDLC, with willingness to champion adoption
Regards,
pradeep(@)smg-llc(.)us