Associate Vice President, Business Analyst, Middle Office
Confidential
Associate Vice President, Business Analyst, Middle Office
About the Company
Expanding provider of investment management, research & trading services
Industry
Financial Services
Type
Public Company
Founded
1792
Employees
10,001+
Categories
- Financial Services
- Investment Management
- Consulting & Professional Services
- B2B
- Asset Management
- Boston
- Finance
- Insurance
- Publicly Traded
- Angel Investment
- Banking
Specialties
- investment management
- custodian
- etf
- financial products
- fund accounting
- relationship management
- research
- trading
- and investment servicing
Business Classifications
- B2B
About the Role
The Company is seeking a Business Analyst to join their Middle Office team. The successful candidate will be responsible for working closely with clients and the development team to create solutions that enhance the client experience, product features, and the strategic position of the investment management system. This role requires the individual to become a product expert, ensuring that the software effectively supports end users in their middle office workflows. The Business Analyst will be involved in the full software development lifecycle, with a focus on investment accounting products, and must be adept at both financial and technical concepts. Key responsibilities include applying business requirements to product development, producing requirement documents, gathering product specifications, and actively participating in the Agile development process. Applicants for this role at the company should have a minimum of 5 years of experience in the software development lifecycle, with a preference for those familiar with Agile methodologies. Strong experience in middle office investment management and investment accounting functions is essential. The role demands excellent communication, interpersonal, and negotiation skills, as well as advanced writing and analytical abilities. A strong technical background, demonstrated planning and scheduling skills, and a curiosity for financial markets and trading are also required. The ideal candidate will have a BS degree in a relevant field, with an MS or MBA degree strongly preferred, and a proven track record of translating business requirements into technical specifications. Knowledge of CRD functional financial areas and experience with derivative lifecycle events is a plus.
Functions
- Product Management
- ...Profile ~15+ years of experience in IT services or consulting, with at least 5 years in presales, solution architecture, or CTO-office leadership. ~ Proven track record of winning large, multi-tower global deals of $10M+ TCV. ~ Strong thought leadership profile,...Work at office
- ...Associate Vice President, Property Management About the Company Prominent investment management... ...communities, ensuring they are in line with business plans and state laws. The successful... .... Technical proficiency in Microsoft Office and the ability to learn new...Work at office
- ...Associate Vice President, Operational Due Diligence About the Company Prominent... ...the asset management business, with a focus on hedge fund... ...Accountant or Chartered Financial Analyst qualification, is required.... ...be proficient in Microsoft Office and be prepared for a role...Work at office
$87.36k - $131.04k
...- $131,040.00Category: Technology, Technology Business AnalysisCompany: CitiCiti is looking for a Senior IT Business Analyst to bridge the gap between business strategy and... ...to advanced proficiency across the Microsoft Office Suite, using these tools to produce clear, evidence...Work at officeFull timeRemote work$96k - $181k
...the first line of defense, Vice President PMs are expected to... ...is supportive of line of business goals while still maintaining... ...guidance and feedback to Analysts and Associates as appropriate.Gather and... ....Competent with Microsoft Office and the ability to learn and...Work at officeFull timeWork experience placementBank staffImmediate startRemote workFlexible hoursNight shift3 days per week$114.72k - $172.08k
...$172,080.00Category: Technology, Technology Business Analysis, ProfessionalCompany: CitiAs a Lead Business Technology Analyst, VP at Citi, you will sit at the intersection... ...globally.A hybrid working model with 3 days in the office and 2 days working remotely, balancing...Work at officeFull timeRemote workWorldwide- ...Job Description - Associate Vice Provost/Dean Admission and Financial Aid (HR Title: Associate Vice President) (DIV00000244) Job Description Associate Vice Provost/Dean Admission... ...priorities. While the Admission Office focuses on first-year and transfer students...Work at office
$125k - $165k
...functional platform spans the full business lifecycle and offers middle market clients integrated solutions... ...Transaction Execution Services (TES), Office of the CFO (OCFO), Performance... ...automation across every practice line.The Vice President, Event Management role at Portage...Work at officeContract workInterim roleRelocation$400k
...HybridPortage Point Partners is a business advisory, interim... ...focused on the middle market. Our blue chip... ...execution services (TES), office of the CFO (OCFO),... ...firm stakeholders.The Vice President, Tech IB // M&A role offers... ...Technology IB team (Associates to Managing Directors)...Work at officeInterim roleLocal areaRelocation$87.72k - $131.58k
...now.We are currently seeking a Senior Business Sys. Analyst w/Brokerage exp (Onsite Hybrid) to join... ...implementation of enterprise web and middle-tier applications leveraging technologies... ...possible, we hire locally to NTT DATA offices or client sites. This ensures we can...Work at officeFull timeTemporary workRemote workFlexible hours- ...Description Job Description Title: Associate Vice President of Financial Planning, Analysis,... ...Finance Department: DAL-Chief Financial Officer-530000 Job Location: Dallas... ...Projects, Accounting Reporting, Student Business Services, Property Management, and Central...Work at officeFull time
- The VP Associate General Counsel serves as primary legal support for all complex finance,... ...the boundaries of the law while achieving business objectives. Essential Duties and... ...Work is typically performed in a standard office environment. The physical demands described...Work at officeContract work
- ...sector investments scale over time Primary focus on mid and lower middle market opportunities Collaborate extensively to build and... ...maker Collaborative and team-oriented Driven to build an important business activity for the firm Engaged in the broader Dallas business...
$250k - $325k
...-functional platform spans the full business lifecycle and offers middle market clients integrated solutions... ...Transaction Execution Services (TES), Office of the CFO (OCFO), Performance... ...opportunities for professional growth. The Associate, XFn role at Portage Point...Work at officeInterim roleRelocation$192k
...your family.What you'll doAs an Associate focused on Service Operations... ...experiences across their business - from AI-focused call centers... ...drive real change across back-office operations, customer... ...Finance / HR); contact center; middle office (claims, mortgages, case...Work at officeApprenticeshipEasy work$120k - $210k
...-functional platform spans the full business lifecycle and offers middle market clients integrated solutions... ...Transaction Execution Services (TES), Office of the CFO (OCFO), Performance... ...continuum with speed and precision. The TAS Associate will assume a wide set of...Work at officeInterim roleRelocation$120k - $145k
Business Unit:Financial And Valuation AdvisoryIndustry... ...market leadership in middle-market M&A transactions... ...position is for an associate based in our Atlanta,... ..., Houston or New York office within the Transaction... ...managementManage team members (Analysts) on engagementsReview...Work at officeFull timeWorldwide- ...functional platform spans the full business lifecycle and offers middle market clients integrated solutions... ...Transaction Execution Services (TES), Office of the CFO (OCFO), Performance... ...continuum with speed and precision. The Vice President, TAS SALT role at Portage Point...Work at officeInterim roleLocal areaRelocation
- ...span the full investment lifecycle, including fund accounting, middle office, risk, compliance, tax, and investor services. We're a... ...standard in the finance industry. During the two-year program, associates are squired through the training process with a mentor. A menu...Work at officeFull timeInternshipImmediate startRemote work
- ...ALERT and bond insurance is useful Versatile detail-driven hands-on financial services leader with experience in back and middle office operations. · Experience with: o Managing small team (2-4 people) o Processing trades (municipal, government,...Work at office
$150k - $190k
...Vice President Chicago; Dallas; New York Company Overview We are... ...clients drive valuesupporting the office of the CFO to drive end-to-... ...sizes, with a focus on the middle market. We provide clients... ...analysis of current and historical business performance and capital...Work at officeTemporary workWork experience placementInterim roleLocal areaRemote work2 days per week$163.4k - $322.1k
Position Summary Today’s chief financial officers (CFOs) and supply chain executives are being asked to improve business performance and shareholder value, along... ...and efficiency. Deloitte Oracle Associate Vice Presidents help clients delineate strategy and vision...Immediate startVisa sponsorship$171.5k - $307.5k
Position Summary Associate Vice President, CCaaS & AI TransformationOur Deloitte Sales & Service team empowers organizations to build deeper... ..., designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed...Work experience placementLocal area$189.4k - $260.5k
Become a part of our caring communityThe Associate VP, Interoperability Engineering... ...strategy for executing and delivering on IT business initiatives. The Associate VP, Interoperability... ...and/or enterprise-wide.The Associate Vice President, Technology Solutions -...Full timeTemporary workApprenticeship- ...approach to the relationship-based lending business. By underwriting, structuring,... ...ResponsibilitiesWe are looking for a Senior Associate/Vice President who is commercially minded,... ...Headquartered in New York, we maintain offices around the world.We believe who you are...
- ...understand, analyze, and respond to complex business opportunities and challenges. Develop... ...firmKPMG is currently seeking a Senior Associate to join our Global Mobility practice. Responsibilities... ...Manager, Project Lead, Senior Business Analyst, Development team, and QA team to...Local area
$200k - $250k
...outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory... ...Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim...Work at officeInterim roleRelocation- ...simulation and synthetic reality technologies. With offices and facilities across the U.S., Europe, the Middle East, and Asia-Pacific, Shield AI’s technology... ...Cloud & Infrastructure, Cybersecurity, Finance, and business stakeholders. The ideal candidate is organized, detail...Work at officeWorldwide
$71k - $107k
...simulation and synthetic reality technologies. With offices and facilities across the U.S., Europe, the Middle East, and Asia-Pacific, Shield AI’s technology... ...Cloud & Infrastructure, Cybersecurity, Finance, and business stakeholders. The ideal candidate is organized, detail...Work at officeFull timeTemporary workPart timeWorldwide$135k - $195k
...North America, Europe, the Middle East, China and Southeast... ...Roles: Senior Consultant and Associates The Role and Responsibilities... ...interest in running a steady-state business. We want to build, grow and... ...management consulting. With offices in more than 70 cities across...Work at officeMinimum wageWork experience placementLocal areaRemote workFlexible hours3 days per week1 day per week
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