Role :: Business Systems Analyst (Asset Management Domain)
Experience within Asset Management, Wealth Management, Investment Banking, or Capital Markets
Location :: Pittsburgh (Hybrid)
Permanent Full Time role
Position Summary
We are seeking a highly motivated Business Systems Analyst with Asset Management domain expertise to bridge business requirements and technology solutions across investment management platforms, portfolio management systems, trading operations, and client reporting functions.
The ideal candidate will work closely with portfolio managers, traders, operations teams, compliance, risk management, and technology teams to analyze business processes, gather requirements, and support strategic technology initiatives within the Asset Management organization.
Key Responsibilities
Business Analysis & Requirements
- Gather, analyze, and document business requirements from Asset Management stakeholders.
- Conduct requirement workshops with Portfolio Managers, Traders, Investment Operations, Risk Management, Compliance, and Finance teams.
- Translate business requirements into detailed Functional Requirements Documents (FRDs), Business Requirements Documents (BRDs), user stories, and process flows.
- Create business process models and workflow diagrams using Visio or similar tools.
Asset Management Functional Support
- Support front-office, middle-office, and back-office processes across the investment lifecycle.
- Analyze and document workflows related to:
- Portfolio Management
- Trade Order Management
- Trade Execution
- Trade Settlement
- Investment Accounting
- Performance Measurement
- Compliance Monitoring
- Client Reporting
- Collaborate with business users to define data requirements for security master, market data, holdings, positions, transactions, and performance reporting.
Systems & Technology
- Work closely with technology teams to design and implement solutions supporting investment management platforms.
- Support integrations between:
- Portfolio Management Systems (PMS)
- Order Management Systems (OMS)
- Data Warehouses
- Risk Management Platforms
- Performance and Reporting Systems
- Analyze data flows, interfaces, and system dependencies across Asset Management applications.
- Assist in data mapping, data lineage, reconciliation, and validation activities.
Reporting & Analytics
- Define reporting requirements for portfolio performance, investment analytics, risk exposure, compliance monitoring, and client reporting.
- Work with data teams to develop dashboards and management reports.
- Utilize SQL and data analysis tools to support reporting and issue investigation.
Asset Management Domain Knowledge Required
Strong understanding of:
Investment Management Concepts
- Equities
- Fixed Income
- Mutual Funds
- ETFs
- Alternative Investments
- Institutional Asset Management
- Wealth Management
Portfolio Management
- Portfolio Construction
- Portfolio Rebalancing
- Asset Allocation
- Benchmarking
- Performance Attribution
- Investment Analytics
Middle Office Operations
- Trade Processing
- Trade Lifecycle
- Settlement
- Corporate Actions
- Cash Management
- Reconciliation
Risk & Compliance
- Investment Guidelines Monitoring
- Regulatory Reporting
- Compliance Rules
- Portfolio Risk Management
- Market Risk and Operational Risk
Investment Data
- Security Master Data
- Holdings Data
- Transaction Data
- Market Data
- Pricing Data
- Reference Data Management
Required Qualifications
- Bachelor's Degree in Business, Finance, Information Systems, Computer Science, or related field.
- 6+ years of experience as a Business Analyst or Systems Analyst.
- 3+ years of experience within Asset Management, Wealth Management, Investment Banking, or Capital Markets.
- Strong experience in BRD, FRD, Gap Analysis, Process Mapping, and Requirement Management.
- Experience with SQL, Excel, Visio, Jira, and Confluence.
- Strong analytical and problem-solving skills.
- Excellent stakeholder management and communication skills.
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