BA/PM (Asset Management, Investment) - W2 Position - Boston Locals

Role: BSA/PM Investment Management

Exp: 10+ Yrs

Location: Boston, MA (Weekly 4 days)

Note: W2 Position, must be local to Boston

• 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

• 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,

Prakash

732-9 3 4-4169

prakash.v(@)smg(-)llc(.)us