Business Analyst with WSO / GENEVA

One of our Asset Management clients in NYC is looking for a Business Anakyst with WSO/ GENEVA BACKGROUND 

NEED SOMEONE WITH WSO OR GENEVA BACKGROUND 

Location: New York (Hybrid)

Experience: 8+ years

ABOUT THE POSITION

We are seeking a skilled and proactive subject matter expert and business analyst to join our Credit Operations

technology team. This role is ideal for someone with deep experience in Credit Operations processes and

platforms and a strong background in business analysis, project management, and solution architecture. The

Operations IT SME/BA is responsible for maintaining close working relationships with the business teams, gaining

a deep understanding of their business processes (such as portfolio set up, trade booking and allocation, expense

booking, cash reconciliation, and monthly closing) and communicating their needs into technology.

KEY RESPONSIBILITIES

BUSINESS ANALYSIS

· Gain a deep understanding of the Credit Operations team’s responsibilities, business processes, and

role within the broader firm, and how these translate into our technology, processes, logic, data sources,

and integrated application landscape

· Gather, analyze, and document business requirements, processes, workflows, and data models

· Translate business requirements into functional and technical requirements for delivery within agile

and/or hybrid model

· Write, review, and enrich user stories and epics as needed to support backlog refinement and grooming

· Dive into our data, reviewing existing stored procedures, design data migration plans, and test/validate

data migration

· Serve as a liaison between business units and technical teams

· Support the current core operations tools, by troubleshooting with the Support team and coordinating

with the software vendors to build and test product enhancements on Fortress’ implementation

· Provide ongoing support and enhancements to existing systems

· Monitor data quality metrics and implement remediation strategies

· Clearly and concisely communicate complex data insights to non-technical stakeholders

· Train business users by preparing guides, materials, and hosting training sessions

QUALIFICATIONS

EDUCATION

· Bachelor’s degree in finance, economics, computer science, or other relevant field

· Master’s degree is a plus

EXPERIENCE

· 8+ years as technical business analyst at a hedge fund, private equity shop, or other financial services firm

· Well versed in Software Development Life Cycle (SDLC) methodologies and best practices

CERTIFICATIONS & DOMAIN KNOWLEDGE

· Strong understanding of alternative investments, including private credit, structured products, hedge

funds, and derivatives

· Strong understanding of private loans investment space; operations, accounting, and portfolio

management tools; and business processes including portfolio set up, trade booking and allocation,

expense booking, cash reconciliation, and monthly closing

· Professional Scrum Product Owner or Scrum Master Certifications is a plus

TECHNICAL SKILLS

· Expertise in Microsoft Excel, Word, PowerPoint, and Visio or equivalent

· Experience with large data sets, including analysis, transformations, and comparisons; direct experience

writing SQL queries is a must and familiarity with Power BI as a reporting tool is a plus

· Proficiency in diagramming business processes, in tools such as Visio and Lucid

· Experience managing relationships and integrations with fund administrators, compliance providers, and

market data providers

· Direct experience with WSO, Geneva, or similar tools

· Familiarity with diagramming tools, such as Visio and Lucid App

SOFT SKILLS

· Excellent analytical and problem-solving skills

· Strong, proactive communication and interpersonal skills

· Attention to detail and a commitment to delivering high-quality work

· Familiarity with agile project methodologies

· Comfortable in a fast-paced, dynamic environment