Business Analyst - Investments Level: 3

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.