Fulltime Role: Sr. Business Analyst with Asset Management/Capital Markets/Portfolio Management at Boston, MA

Boston, MA, US • Posted 30+ days ago • Updated 3 days ago
Full Time
On-site
Depends on Experience
Fitment

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Job Details

Skills

  • Asset Management
  • Capital Market
  • Equities
  • Finance
  • Fixed Income
  • Order Management
  • Portfolio Management
  • Regulatory Compliance
  • Stakeholder Management

Summary

Sr. Business Analyst

Boston, MA

Fulltime with Photon

 

Must have experience with Asset Management/Capital Markets/Portfolio Management.

 

We are seeking a highly analytical and articulate Business Analyst with strong domain expertise in Capital Markets and Asset Management to serve as a key liaison between business stakeholders and technology teams. The role requires deep exposure to Front Office functions, Portfolio Management processes, and investment lifecycle workflows to support delivery of scalable, high-impact solutions.

The ideal candidate will bring strong domain-driven thinking, combined with the ability to translate complex financial requirements into clear, actionable deliverables within a fast-paced Agile environment.

Required Skills & Qualifications:

Domain Expertise (Mandatory)

Strong hands-on experience in:

  • Capital Markets (Equities, Fixed Income, Derivatives preferred)
  • Asset Management & Investment Lifecycle
  • Front Office Operations (Trading, Order Management, Execution workflows)
  • Portfolio Management Systems & Processes
  • Understanding of trade lifecycle (order capture execution settlement) and portfolio analytics

Facilitation & Communication: Excellent stakeholder management skills with the ability to engage with Portfolio Managers, Traders, Risk & Compliance teams. Strong verbal and written communication skills with a structured approach to problem-solving.

Tools & Technologies

  • Proficiency in Jira for backlog and sprint management
  • Experience with Confluence for documentation
  • Exposure to data analysis tools (Excel, SQL preferred) for validating financial and portfolio data

Analytical Thinking: Ability to break down complex financial processes and translate them into structured functional requirements, especially across multi-asset and portfolio-driven systems.

Preferred Qualifications: Experience working with global Capital Markets / Asset Management clients or platforms

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: 10462843
  • Position Id: 9013590
  • Posted 30+ days ago
Contact the job poster
RK

Ravi Kumar. Basavaboyina

IT @ Photon
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