BA/PM (Asset Management, Investment) - W2 Position - Boston Locals

Boston, MA, US • Posted 1 day ago • Updated 13 hours ago
Contract Independent
Contract W2
12 Months
On-site
Depends on Experience
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Fitment

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Job Details

Skills

  • Business Analyst
  • Project Manager
  • Investment Management
  • Asset Management
  • Trading
  • Equities
  • Fixed Income

Summary

Role: BSA/PM Investment Management

Exp: 10+ Yrs

Location: Boston, MA (Weekly 4 days)

Note: W2 Position, must be local to Boston

Must Have Skills:
  • Deep assetmanagement domain experience , specifically supporting investment performance, attribution, benchmarks, and partnering closely with portfolio, performance, or risk teams
  • Handson product experience on investment platforms , with clear ownership of requirements, backlog, and delivery while enhancing and evolving existing systems
  • Comfortable working directly with data , including handson SQL and some Python, plus a practical mindset on using AI to improve analysis, requirements, and delivery artifacts
Required Qualifications:
  • 5+ years as a Business Systems Analyst or equivalent role within asset management or financial services
  • Strong understanding of front, middle, and back office operations trade lifecycle, portfolio accounting, investment performance, reconciliation, client reporting
  • Working knowledge of financial instruments and products (equities, fixed income, derivatives, alternatives, ETFs, mutual funds)
  • Demonstrated ability to independently drive requirements gathering, stakeholder workshops, and documentation with minimal supervision
  • Experience facilitating agile ceremonies and performing planning/coordination in a Scrum or Kanban environment
  • Proficiency in SQL for querying, data validation, and analytical support
  • Awareness of how AI and automation tools (e.g., GitHub Copilot, LLM-based assistants, AI test generation) are transforming the SDLC, with willingness to champion adoption

Regards,

Prakash

732-9 3 4-4169

prakash.v(@)smg(-)llc(.)us

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 91171941
  • Position Id: 8976870
  • Posted 1 day ago

Company Info

About Systems Management Group, Inc

Systems Management Group, Inc. (SMG) was created in 1989 and is dedicated to providing a complete suite of products and services to the Healthcare Community.  In addition to selling and supporting Practice Management & EHR software, we have many add-on products to enhance practice productivity.  Our clients include medical practices, clinics and billing services from coast-to-coast.  

 

SMG's team of specialists works with CGM products including Lytec Practice Management and Lytec MD EHR. SMG was one of Lytec's first resellers and continues 35 years later to be amongst its most respected sources of experience and knowledge.  We participate on the Lytec Advisory Board and have helped bring critical features and functions to the Lytec software product for many years. 

SMG has worked with thousands of medical practices and is dedicated to the art of customer support.  Utilizing online remote support tools, we are a phone call away from answering your questions & resolving your issue.   Our experienced professional team is schooled and certified in the latest technology and industry requirements.  

Contact the job poster
PV

Pradeep Villuri

Recruiter @ Systems Management Group, Inc
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