InvestM Technology LLC

Business Analyst (Wealth Management)

⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for a Senior Business Analyst (Wealth Management) with 5+ years of experience in Investment Management. Contract length is unspecified, with open pay rates. Key skills include SQL, business analysis, and knowledge of trading and compliance.
🌎 - Country
United States
💱 - Currency
$ USD
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💰 - Day rate
Unknown
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🗓️ - Date
October 12, 2025
🕒 - Duration
Unknown
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🏝️ - Location
Unknown
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📄 - Contract
Unknown
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🔒 - Security
Unknown
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📍 - Location detailed
United States
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🧠 - Skills detailed
#Compliance #"ETL (Extract #Transform #Load)" #Requirements Gathering #SQL (Structured Query Language) #Python #Business Analysis #Java #Data Analysis
Role description
We are looking for a Senior Business Analyst with extensive experience in the Investment Management industry. The ideal candidate would have prior experience working within an investment management firm either in their technology division or within the Investment operations group as a Business Analyst. Compensation • Open(All rates commensurate with experience are welcome) Responsibilities • Work as a Business Analyst in large-scale technology transformation projects for clients within the Investment Management or Investment Services Industry • Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition • Act as a project manager for small projects that do not have a dedicated project manager Mandatory Qualifications • 5+ years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund • Strong Experience in two or more domain areas – Trading, Compliance, Trade Settlements, Investment Accounting, Fund Accounting, Corporate Actions, Reconciliations, Performance & Attribution • 3+ years of hands-on experience in SQL Preferred Qualifications • MBA degree or CFA qualification • CFA CIPM(Certificate in Investment Performance Measurement) certification • Experience in one or more technology vendor packages used in the Investment Management industry – Eagle STAR/PACE, CRD, Bloomberg AIM, Blackrock Aladdin, SimCorp, Portia • Ability to code in Python or Java