Description

RESPONSIBILITIES

• Partner directly with portfolio managers and research analysts to understand portfolio analytics, risk, performance, and investment decision-making workflows.

• Lead analysis for portfolio analysis initiatives and platform enhancements, translating complex investor needs into clear functional requirements, user stories, and acceptance criteria.

• Lead end-to-end analysis for complex initiatives spanning multiple systems, including investment data, analytics, and user experience.

• Collaborate with engineers, architects, and product teams to evaluate solution approaches, tradeoffs, and implementation impacts.

• Drive alignment across stakeholders by facilitating discussions between investment professionals and technology teams.

• Support delivery from concept through release, including solution design reviews, testing, and rollout readiness.

• Identify opportunities to enhance investor workflows, improve analytical capabilities, and increase platform usability and performance based on direct investor feedback.

• Drive high quality Agile practices, including well formed epics and user stories, clear acceptance criteria, backlog readiness, and active participation in sprint planning, reviews, and retrospectives.

Required QUALIFICATIONS 

• Bachelor’s degree in Computer Science, Engineering, Business, Finance, or a related field.

• 5+ years of experience as a Systems Analyst, Business Analyst, or similar role within complex technology environments.

• Strong understanding of the asset management industry and portfolio analytics, including concepts such as portfolio risk, performance attribution, portfolio construction, or factor exposures.

• Exceptional communication and facilitation skills, with the ability to engage directly with portfolio managers and research analysts to understand complex investment workflows and analytical needs.

• Strong analytical and problem-solving skills, with the ability to structure ambiguity, evaluate tradeoffs, and make clear recommendations.

• Demonstrated experience leading analysis efforts across cross-functional teams and coordinating requirements across multiple systems.

• Experience working in Agile or iterative development environments.

Preferred Qualifications

• Experience working directly with portfolio managers, research analysts, or investment teams.

• Experience working on investment analytics platforms supporting portfolio analysis, risk, or performance.

• Working familiarity with SQL or data analysis tools.

• Practical experience applying AI techniques (e.g., Copilot/ChatGPT) to translate business needs into requirements— e.g. prompt design, workflow automation, and validating outputs

Key Skills

Education

Bachelor's degree