Job Description

About the Role

InvestCloud is looking for an intelligent, practical individual with experience in delivering financial technology. This role affords the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, solid knowledge in SDLC, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills.

What does a great Business Systems Analyst do?

Collaborate with product managers, business analysts, and developers to understand project objectives, interpret product feature requirements, define positive and negative test cases, formulate test data, execute tests, demonstrate delivered capabilities for internal product acceptance, and prepare documentation for support handoff by employing both business and technical tools. A successful business systems analyst is someone who delivers and implements robust modern systems with high quality and within budget.

How you will provide meaningful contributions:

• Conduct analysis on project objectives and define optimum solutions

• Conduct data analysis based on source data systems and target staging tables

• Deliver agreed-upon products within committed timeframes, while managing scope and change rigorously

• Drive solution quality through creation of test scenarios, creation of test data, and execution of deliverable pre hand-off testing

• Participate in troubleshooting and root cause analysis of reported issues against delivered systems

• Develop detailed solution documentation with system flow and data flow diagram for efficient handoff to Production Support upon go-live

• Define project tasks from project objectives

Basic Qualifications for Consideration:

• Minimum of 8 years as Business Analyst in Fintech, consulting, or related industry

• Work experience in-house or as a service provider to investment managers preferred

• Bachelor’s degree in computer science, Engineering, or related field

• Graduate Degree a plus

• Knowledge of Behavior Driven Development methodology

• Expert with Excel and Data Analysis, including modeling, lookups, and macro writing

• Knowledge of investment management, portfolio accounting, financial market data and performance calculations

• Ability to handle stressful situations with perseverance and professionalism

• Possess business savvy but a techie at heart

• Brilliant communication and client presentation skills

• Technical software spec writing and documentation

• Solid time management and negotiation skills

• Proven track record of strong scope and change control

Preferred Skills / Experience

• SQL

• Net

• Data Modeling and Mapping

• Understanding of Product Development Lifecycle and SaaS delivery

• Experience as a Data or Research Analyst

About InvestCloud

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, digital financial solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.