Associate Vice President, Business Analyst, Middle Office

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