Job Description

POSITION OVERVIEW

InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills.

KEY RESPONSIBILITIES:

• Conduct analysis on clients' project objectives and define optimum solution
• Conduct data analysis based on source data systems and target staging tables; drive design with Integration developers
• Deliver agreed-upon products within committed timeframes; while managing scope and change rigorously
• Drive Quality Control through unit testing and deliverable pre hand-off testing
• Develop detailed documentation to train client users on the purchased products and ensure efficient handoff to Production Support upon go-live
• Define project tasks from project objectives

REQUIREMENTS:

• Minimum of 5 years as Business Analyst in Fintech, consulting, or related industry.
  • Work experience in-house or as a service provider to investment managers preferred
• Bachelor’s Degree in Accounting, Economics, Engineering, or related field
  • Graduate Degree a plus
• Expert with Excel and Data Analysis, including modeling, lookups and macro writing
• Knowledge of investment management, portfolio accounting, financial market data and performance calculations
• Ability to handle stressful situations with perseverance and professionalism 

• Possess business savvy but a techie at heart
• Brilliant communication and client presentation skills
• Technical software spec writing and documentation
• Superior time management and negotiation skills
• Proven track record of strong scope and change control

ADDITIONAL EXPOSURE AND EXPERIENCE CONSIDERED A PLUS:

• SQL
• Java
• Data Modeling and Mapping
• Understanding of Product Development Lifecycle 
and SaaS delivery
• Experience as a Data or Research Analyst

Company Description

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs. InvestCloud Company Culture Highlights Check us out on Comparably: https://www.comparably.com/companies/investcloud Winner of Comparably's Award for Best Leadership Teams 2019, 2020 Winner of Comparably's Award for Best CEOs for Women 2019, 2020 Winner of Comparably's Award for Best Company in Los Angeles 2019, 2020 Winner of Comparably's Award for Employee Happiness 2019, 2020 Winner of Comparably's Award for Compensation 2020 InvestCloud is ranked in the top 5% of companies for Office Culture on Comparably InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.