Business Analyst – Hedge Fund
Dallas based Hedge Fund is looking for a Business Analyst with portfolio accounting systems experience and strong SQL and Tableau skills. The firm has built an investor portfolio holdings system on the Salesforce platform.
Responsibilities
• Learn the firm’s current suite of systems related to the transfer agency system built on Salesforce
• Handle ad-hoc and project requests from business units
• Author business requirements documentation
• Work with senior members of the Business Technology team to deliver software solutions
• Provide software and subject matter expertise to support end-users
• Provide clarification of requirements to technical members of the team
• Lead user-acceptance testing to ensure quality solutions are delivered
• Projects:
• Proprietary transfer agency system built on Salesforce
• Various transfer agency system related interfaces
Requirements:
Bachelor’s degree in finance, economics, business administration, or computer science from top-tier university
Preferred Experience:
• 2+ years of total professional experience
• 2+ years of business analysis or project management experience at a hedge fund, mutual fund, fixed income asset manager, investment bank, broker-dealer, or financial software/data vendor
• 2+ years of experience with any of the following types of systems:
• Salesforce
• Portfolio Accounting
• Tableau
Business Knowledge & Skills
• Good understanding of investor capital activities
• Knowledge of Portfolio Accounting
• Ability to maintain productive relationships within the business
- Ability to translate business requirements to technical requirements
Keywords: Salesforce, Portfolio Accounting, Business Analyst, Tableau, SQL
Please send resumes to Jim Geiger [email protected]