Senior Business Analyst (Hybrid)
Core
Senior Business Analyst acting as a trusted advisor and key liaison between clients and internal teams (Product, Account Management, Support) to deliver front-office solutions for investment management clients.
Role type
Senior Business Analyst (Client-facing)
Builds
Front-office solutions for investment management clients
Domain
Financial Services / Investment Management
Required skills
System configuration, workflow customization, technical documentation, project management, UAT facilitation, SQL, Excel, Visio, investment management concepts (portfolio, trading, accounting, reporting), database structures, data integration, APIs
Preferred skills
Investment management software experience (Charles River, Eze), Project management certification (PMP, ScrumMaster), financial regulations knowledge
Technologies
SQL, Excel, Visio, Charles River, Eze
Responsibilities
Serve as primary technical advisor and subject matter expert for strategic clients; Engage consultatively to gather requirements and propose tailored solutions; Perform hands-on system configuration and workflow customization; Act as main escalation point for complex technical challenges; Oversee project timelines, budgets, and deliverables; Deliver training sessions and facilitate UAT; Monitor client account health and satisfaction; Collaborate with Product, Account Management, and Engineering teams
Seniority
Senior, hands-on IC