Business Analyst - Investments Level: 3
Connect Tech+Talent, Austin, TX, United States
Job Description
Business Analyst - Investments Level: 3 Austin, Texas
- Hybrid model(which involves at least 3 days per in the office, and the other days working from home) Only candidates currently based in Austin will be considered. 6 months Contract
Required Qualifications: • Bachelor's degree in business, Finance, Information Systems, Computer Science, or a related field. • 10 years of experience as a Business Systems Analyst with a minimum of 5 years supporting data for financial systems. • 10 years of hands-on experience eliciting and documenting requirements, developing cross-functional maps and detailed activity level flows. • 5 years of hands-on experience with data analysis, data validation, and data mapping. • 5 years of experience in extracting data from large datasets with proficiency in writing basic to advanced SQL queries, joins, aggregations. • 5 years of experience with system implementations, upgrades, and integrations for top/common Investment Accounting Systems and Investment data management platforms.
Preferred Qualifications: • Experience in the investments services industry, preferably within an asset management or asset owner environment. • Understanding of investment concepts, public and private asset classes, and portfolio/accounting workflows. • Strong communication, collaboration, and stakeholder-management skills. • Solid organizational, analytical and problem-solving abilities with high attention to detail. • Ability to translate complex technical details into clear business terms for non-technical stakeholders. • Developing dashboards or reports using tools such as Power BI, Tableau, or similar platforms are a plus. • Understanding of REST APIs, low code/no code tools, cloud-based data architectures, and modern data platforms. Optional but valuable. • Professional certifications such as CBAP and CFA are a plus.
Professional Expectations: • Attends all meetings, meets delivery deadlines and is available during client office hours. • Logs in and remains on agency Jabber during work hours. • Attends remote meetings with camera on unless prior arranged for camera off. • Coordinates leave and vacation with client lead. • Must dress appropriately for a business/business casual environment. • Communicates respectfully and works harmoniously with all co-workers, customers and vendors. • Provides exceptional customer service. • Is flexible; able to work under pressure and; able to adapt to change; and able to work on multiple problems and tasks. • Takes initiative to prevent and solve problems.
Business Analyst - Investments Level: 3 Austin, Texas
- Hybrid model(which involves at least 3 days per in the office, and the other days working from home) Only candidates currently based in Austin will be considered. 6 months Contract
Required Qualifications: • Bachelor's degree in business, Finance, Information Systems, Computer Science, or a related field. • 10 years of experience as a Business Systems Analyst with a minimum of 5 years supporting data for financial systems. • 10 years of hands-on experience eliciting and documenting requirements, developing cross-functional maps and detailed activity level flows. • 5 years of hands-on experience with data analysis, data validation, and data mapping. • 5 years of experience in extracting data from large datasets with proficiency in writing basic to advanced SQL queries, joins, aggregations. • 5 years of experience with system implementations, upgrades, and integrations for top/common Investment Accounting Systems and Investment data management platforms.
Preferred Qualifications: • Experience in the investments services industry, preferably within an asset management or asset owner environment. • Understanding of investment concepts, public and private asset classes, and portfolio/accounting workflows. • Strong communication, collaboration, and stakeholder-management skills. • Solid organizational, analytical and problem-solving abilities with high attention to detail. • Ability to translate complex technical details into clear business terms for non-technical stakeholders. • Developing dashboards or reports using tools such as Power BI, Tableau, or similar platforms are a plus. • Understanding of REST APIs, low code/no code tools, cloud-based data architectures, and modern data platforms. Optional but valuable. • Professional certifications such as CBAP and CFA are a plus.
Professional Expectations: • Attends all meetings, meets delivery deadlines and is available during client office hours. • Logs in and remains on agency Jabber during work hours. • Attends remote meetings with camera on unless prior arranged for camera off. • Coordinates leave and vacation with client lead. • Must dress appropriately for a business/business casual environment. • Communicates respectfully and works harmoniously with all co-workers, customers and vendors. • Provides exceptional customer service. • Is flexible; able to work under pressure and; able to adapt to change; and able to work on multiple problems and tasks. • Takes initiative to prevent and solve problems.