Senior Financial Systems Analyst

Systems Analyst - Investortools Perform, role serves as the Subject Matter Expert for Investortools Perform, a premier fixed-income portfolio management platform that supports trade allocation, compliance monitoring, trade messaging, and performance attribution.

Act as the primary SME for Investortools Perform, providing expertise in system configuration, optimization, and integration within the Municipal asset management team.

Lead the preparation, coordination, and execution of User Acceptance Testing , ensuring system changes meet business, regulatory, and performance requirements.

Partner with cross-functional teams to design, develop, and validate custom reports tailored to municipal asset management reporting needs.

Build, test, and maintain compliance rules within Investortools Perform to ensure adherence to regulatory standards and risk management protocols.

Must have 5+ years of experience in systems analysis, business analysis, or software development within financial services, preferably in asset management.

Must have 5+ years of hands-on experience with Investortools Perform, including system configuration, workflow optimization, compliance rule development, and custom reporting.

Proficiency in documenting workflows, requirements, and specifications using tools such as JIRA, Confluence, Microsoft Visio.

Working knowledge of SQL for querying databases, validating reports, and analyzing portfolio data.

Formal training or certification in Investortools Perform or related fixed-income portfolio management platforms.

Strong understanding of fixed-income instruments, portfolio management processes, and performance attribution methodologies.