Soni
Investment Management Business Analyst
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for an Investment Management Business Analyst with 5+ years of experience in investment management or capital markets. Contract length is "unknown," and pay rate is "unknown." Key skills include SQL, UAT, and strong stakeholder management.
🌎 - Country
United States
💱 - Currency
$ USD
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💰 - Day rate
Unknown
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🗓️ - Date
June 10, 2026
🕒 - 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
New York, NY
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🧠 - Skills detailed
#UAT (User Acceptance Testing) #Compliance #Consulting #Agile #SQL (Structured Query Language) #Business Analysis #"ETL (Extract #Transform #Load)" #Data Analysis #Documentation #Jira #Stories
Role description
Soni is seeking an experienced Investment Management Business Analyst to support a large-scale front-office transformation and investment platform implementation for a global institutional investment organization.
Responsibilities
• Gather and document business and functional requirements across investment management workflows
• Partner with portfolio managers, traders, investment operations, and technology teams
• Analyze and improve portfolio management, trading, compliance, and post-trade processes
• Support platform implementation, configuration, testing, and UAT activities
• Create requirements documentation, user stories, workflow diagrams, and functional specifications
• Collaborate with cross-functional teams to support process optimization and operating model changes
Requirements
• 5+ years of experience in investment management, asset management, front-office technology, or capital markets operations
• Strong experience supporting investment management platform implementations
• Deep understanding of trade lifecycle, investment operations, portfolio management, and trading workflows
• Experience gathering requirements and working directly with business stakeholders
• Strong communication and stakeholder management skills
Preferred
• Experience with leading investment management platforms
• Exposure to SQL, data analysis, Agile, Jira, and Confluence
• Experience supporting front-office transformation or consulting engagements
Soni is seeking an experienced Investment Management Business Analyst to support a large-scale front-office transformation and investment platform implementation for a global institutional investment organization.
Responsibilities
• Gather and document business and functional requirements across investment management workflows
• Partner with portfolio managers, traders, investment operations, and technology teams
• Analyze and improve portfolio management, trading, compliance, and post-trade processes
• Support platform implementation, configuration, testing, and UAT activities
• Create requirements documentation, user stories, workflow diagrams, and functional specifications
• Collaborate with cross-functional teams to support process optimization and operating model changes
Requirements
• 5+ years of experience in investment management, asset management, front-office technology, or capital markets operations
• Strong experience supporting investment management platform implementations
• Deep understanding of trade lifecycle, investment operations, portfolio management, and trading workflows
• Experience gathering requirements and working directly with business stakeholders
• Strong communication and stakeholder management skills
Preferred
• Experience with leading investment management platforms
• Exposure to SQL, data analysis, Agile, Jira, and Confluence
• Experience supporting front-office transformation or consulting engagements
