Sr. Business Systems Analyst – Asset Management Middle Office & Reconciliation

Title: Sr. Business Systems Analyst – Asset Management Middle Office & Reconciliation

Location: Austin, TX and Southlake, TX (3 days/week onsite)

Experience: 9+ years

Role Overview

We are seeking a technically strong Business Systems Analyst with Capital Market/ asset management middle office experience, especially reconciliation. The role partners with operations, technology, data, and vendors to define requirements, improve workflows, resolve data issues, and deliver scalable systems.

Key Responsibilities

• Gather, analyze, and document business, technical, functional, and data requirements for reconciliation and middle office initiatives.

• Support cash, position, transaction reconciliation across internal systems, custodians, accounting platforms, and data providers.

• Translate needs into user stories, process maps, data mappings, specifications, test scenarios, and procedures.

• Partner with engineering, QA, data, architecture, and vendor teams on integrations, reporting, testing, implementation, and support.

Required Experience

• Business Systems Analyst experience in financial services, investment operations, or fintech.

• Firsthand asset management middle office reconciliation and exception management experience.

• Strong understanding of matching, break investigation, root cause analysis, tolerances, aging, escalation, and controls.

• Experience with investment data including trades, positions, cash, transactions, securities, pricing, corporate actions, and reference data.

Technical Skills

• Strong SQL and data analysis skills.

• Ability to interpret technical designs, mappings, logs, interface files, and application workflows.

• Experience with reporting or analytics tools such as Power BI, Tableau, Excel, or similar platforms.

AI and Automation Skills:

• Practical understanding of AI, machine learning, or analytics for exception classification, anomaly detection, break prioritization, document analysis, and knowledge search.

• Ability to define AI use cases, data needs, success criteria, testing approaches, and human review controls.

• Familiarity with responsible AI, including privacy, explainability, oversight, and operational risk controls.

Qualifications:

• Bachelor’s degree in information systems, Computer Science, Finance, Business, Accounting, Engineering, or equivalent experience.

• Several years of business analysis, systems analysis, investment operations, or fintech delivery experience.

• Strong analytical, documentation, facilitation, stakeholder management, and communication skills.

Preferred Qualifications

• Experience with reconciliation or investment operations platforms such as VestmarkONE, SmartStream, Aladdin, Advent Portfolio Exchange, or similar tools.

• Knowledge of major asset classes and experience with cloud data platforms, APIs, Python, data quality tooling, or workflow automation.