Above 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 5 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

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence
  
  

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. $77,000 - $130,000