Business Analyst - PMS Portfolio
Core
Overseeing the development and enhancement of the flagship Portfolio Construction product and related Portfolio Management System features for investment management clients.
Role type
Senior Business Analyst (Product & Portfolio Construction)
Builds
Portfolio Construction features and Portfolio Management System capabilities
Domain
Finance / Investment Management / Portfolio Construction
Deliverable
product features
Required skills
Portfolio construction workflows, hedge fund strategies, trade allocations, core risk concepts (beta, greeks), fixed income (duration, interest rate risk), FX and cash management, Agile methodologies, Jira, advanced Excel analysis, basic scripting, technical specification drafting
Preferred skills
Experience at a hedge fund or investment management firm, experience at a related software vendor
Technologies
Jira, Excel
Responsibilities
Drive design of new Portfolio Construction features from concept to release, author functional and technical specifications, partner with engineering on implementation, test new features and validate behavior, guide QA in scoping test plans, serve as final line of defense for complex support issues, partner with Sales and Account Management for critical client workflows, synthesize client and internal feedback to inform product roadmap
Seniority
Senior, hands-on IC