Investment Systems Analyst
Core
Provide solution support for investment systems and data processes to enable decision-making for business teams.
Role type
Investment Systems Analyst (Business/Systems Analyst)
Builds
Investment systems, data solutions, and reporting methods for portfolio management and operations.
Domain
Asset Management / Investment Technology
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Asset management industry knowledge, Portfolio Management systems (Aladdin), Data visualization (Power BI), Systems analysis, Business process improvement, Stakeholder liaison
Preferred skills
Portfolio accounting, Scripting (R/Python), SQL/Snowflake, FactSet, Bloomberg, Fixed Income securities
Technologies
Aladdin, Power BI, R, Python, SQL, Snowflake, FactSet, Bloomberg
Responsibilities
Provide front-line process and system support for assigned business staff and systems; Partner with Engineering to improve system reliability; Interface with internal customers to understand business needs; Support data integrity through complex systems; Partner with Operations to reinforce system standards; Participate in initiatives for new processes and data visualizations; Serve as liaison to Engineering for system maintenance; Build relationships with external vendors; Partner with Reporting Analysts to develop efficient reporting methods.
Seniority
Mid-level, hands-on IC