Description

Qualifications

EDUCATION

Bachelor's degree in finance, economics, computer science, or other relevant field

Master's degree is a plus

Experience

8+ years as technical business analyst at a hedge fund, private equity shop, or other financial services firm

Well versed in Software Development Life Cycle (SDLC) methodologies and best practices

CERTIFICATIONS & DOMAIN KNOWLEDGE

Strong understanding of alternative investments, including private credit, structured products, hedge funds, and derivatives

Strong understanding of private loans investment space; operations, accounting, and portfolio management tools; and business processes including portfolio set up, trade booking and allocation, expense booking, cash reconciliation, and monthly closing

Professional Scrum Product Owner or Scrum Master Certifications is a plus

Technical Skills

Expertise in Microsoft Excel, Word, PowerPoint, and Visio or equivalent

Experience with large data sets, including analysis, transformations, and comparisons; direct experience writing SQL queries is a must and familiarity with Power BI as a reporting tool is a plus

Proficiency in diagramming business processes, in tools such as Visio and Lucid

Experience managing relationships and integrations with fund administrators, compliance providers, and market data providers

Direct experience with WSO, Geneva, or similar tools

Familiarity with diagramming tools, such as Visio and Lucid App

Soft Skills

Excellent analytical and problem-solving skills

Strong, proactive communication and interpersonal skills

Attention to detail and a commitment to delivering high-quality work

Familiarity with agile project methodologies

Comfortable in a fast-paced, dynamic environment

Key Skills

Education

Bachelor's or Master's degrees