The Role
The Business Analyst Consultant will bridge business and technology, defining requirements, improving processes, and mentoring team members in asset management settings.
Summary Generated by Built In
We’re hiring a Business Analyst!
Employment type: Full Time/Direct Hire (No Agencies or C2C)
Location: New York City or Charlotte, NC Metropolitan Regions
Location Type: Hybrid - Home Office/Local Ippon office (1-2 days per week onsite)
About Ippon:
The Ippon story started in 2002 in Paris, France - cue in the accordion. Our founder and CEO Stéphane Nomis used his unique experience as an international Judo champion to create a culture based on the sports values of ambition and excellence. Our USA Headquarters office is located in Richmond, VA, with additional offices in New York, NY, Washington DC, and Atlanta, GA. We are a technology consulting firm that specializes in helping accelerate our client’s digital roadmap in the areas of Product Management, Cloud, Data, and Software Engineering.
About the position:
We’re seeking a Business Analyst with Asset Management experience to join our team. The ideal candidate will serve as the bridge between business and technology, translating complex investment, trading, and portfolio management needs into clear, actionable requirements and user stories. You’ll work closely with cross-functional teams of consultants, product owners, and engineers to deliver technology-enabled solutions that improve data transparency, automation, and operational efficiency across investment platforms. This is a mid-to-senior-level consulting role, ideal for someone who thrives on problem-solving, engaging directly with clients, and creating clarity in fast-moving, complex environments.
Roles and Responsibilities:
- Discovery & Analysis
- Conduct client stakeholder interviews and workshops to elicit, document, and validate business requirements
- Analyze current-state workflows, data flows, and system dependencies across portfolio management, trading, compliance, or reporting functions
- Define future-state process maps and identify improvement opportunities
- Translate requirements into epics, features, and user stories with clear acceptance criteria
- Analyze data quality, identify gaps, and quantify business impact to inform prioritization
- Data & Systems Understanding
- Partner with data and engineering teams to define data mapping, lineage, and transformation rules
- Use SQL or query tools to validate data sets, confirm business rules, and troubleshoot data quality issues
- Validate data transformations and business rules through hands-on testing and scenario analysis
- Understand investment data models, reference data, and integration points between front, middle, and back-office systems and collaborate with engineers to translate business requirements into aggregable, reusable data models
- Use SQL, DAX, and Python to explore, validate, and model data in support of reporting, analytics, and decision-making
- Consulting & Delivery
- Frame business problems, shape solution options, and prioritize initiatives based on business value
- Serve as or support project leads and tech leads in defining scope, timelines, and delivery milestones
- Connect business objectives with technical execution, ensuring data and engineering teams deliver solutions aligned to stakeholder needs
- Support UAT, change management, and product/project go-live readiness
- Relationship & Communication
- Build trusted advisor relationships with client business and technology stakeholders
- Clearly communicate insights, findings, and recommendations to executive and technical audiences
- Mentor team members by sharing knowledge of asset management concepts, workflows, and business drivers to strengthen their industry acumen and client impact
Competencies we are looking for:
- Minimum Qualifications:
- 5+ years of Business Analyst or Product experience in Asset Management, Buy side, Investment Operations, etc.
- 2+ years of experience in consulting or client-facing roles able to assess client needs, use cases, structure problems, communicate clearly, and deliver value with minimal direction
- 2+ years of experience leading product planning and sprints for the engineering team to ensure on-time feature delivery
- Strong understanding of asset classes (equities, fixed income, derivatives), order management systems (OMS), and performance or accounting data flows.
- Ability to interpret complex financial instruments, data, and transactions.
- Experience delivering solutions with data visualization tools (Power BI, Tableau)
- Proficiency in reading or writing basic SQL to validate business rules, test data, or troubleshoot issues
- Familiarity with data warehousing concepts, APIs, and integration workflows
- Experience working in Agile delivery environments with tools such as Jira and Confluence
- Exceptional written and verbal communication skills, with the ability to bridge business and technical domains
- Preferred Qualifications:
- Bachelor’s degree in Finance, Business, Computer Science, or related field
- Relevant certifications such as CFA, CAIA, or PMP certification
- Python programming experience
- Prior experience working within or supporting a FINRA-member firm, broker-dealer, or registered investment adviser (RIA)
- Experience with investment accounting systems, data integration platforms, or cloud-based portfolio analytics solutions
- Exposure to regulatory initiatives (ESG reporting, data lineage, compliance automation)
- Familiarity with enterprise-scale software development lifecycle and associated processes
What we offer:
- Competitive salary – Great starting salaries for well qualified candidates
- Generous Paid Time Off policy - Ippon offers flexible time off to help you be your best
- Health, dental, and vision insurance – We are dedicated to helping our employees live healthier lives through comprehensive health programs
- 401k with company match - Ippon offers an industry leading 401(k) matching plan
- Family Leave - We support the importance of family and offer maternity, paternity and family medical leave plans
- A fun, smart, and healthy work environment, focused on our values and teamwork
We value the diversity and different perspectives each of our employees bring to Ippon Technologies.
Ippon Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, age, national origin, veteran, or disability status.
Visit us on LinkedIn or at https://ipponusa.com/ to learn more.
So, do YOU speak Ippon?
Top Skills
Confluence
Dax
JIRA
Power BI
Python
SQL
Tableau
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The Company
What We Do
USING OUR COLLECTIVE ENERGY FOR POSITIVE TECHNOLOGY
Ippon is a consulting and expertise firm, who is convinced that technology is a source of progress for society. We help our clients leverage their digital assets to design an appropriate strategy and deploy their transformation roadmap at scale.
Product ⦿ Data ⦿ Cloud & DevOps ⦿ Software Engineering
STRATEGY
Design your organization's strategy and deploy your roadmap at scale to deliver value expected by the market.
TECHNOLOGY
We rely on powerful technology platforms to drive innovation and modernization.
TRANSFORMATION
Accelerating digital transformation for your organization by applying adapted support methodologies
