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, 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. This role currently supports InvestCloud’s SmartKYC (SKYC) joint-venture delivery, serving Private Banking and Wealth Management clients across Switzerland and greater Europe.
What does a great Business Analyst do?
The Sr. Business Analyst is sharply focused on identifying, documenting, and recommending solutions to business requirements of new and existing Platforms from a technology, process, and workflow perspective. The Sr. Business Analyst will successfully demonstrate Agile and SCRUM competencies with a focus on Product Ownership and Demand Management. The senior business systems analyst Provides technical direction and support to project team members during development and testing of functional specification.
How you will provide meaningful contributions:
- Conduct analysis of clients' project objectives and define optimum solution.
- Conduct data analysis based on source data systems and target staging tables, drive design with Integration developers.
- Deliver agreed-upon products within committed timeframes, while managing scope and change rigorously.
- Identifies process improvements and provides options and technical solutions for future process design/changes that increase corporate efficiencies while considering impact and integrity of the project
- Drive Quality Control through unit testing and deliverable pre-hand-off testing
- Develop detailed documentation to train client users on the purchased products and ensure efficient handoff to Production Support upon go-live.
- Define project tasks from project objectives.
- Enforces efficiencies, eliminates rework and workarounds.
- Contributes to roadmap execution, including taking a lead role in multi-track project plans, communicating updates to stakeholders, management, and providing weekly reports.
- Successfully identifies opportunities to enhance existing IT processes and collaborate with process owners to introduce efficiencies.
- Collaborating with external or group wide specialists to facilitate ideas, requirement gathering, design and delivery of initiatives.
- Manage Java, Data Modeling and Mapping
- Responsible for understanding of Product Development Lifecycle and SaaS delivery.
- Technically savvy, with the ability to perform light configuration.
- Serves as a subject matter expert / thought leader on products and client functionality, partnering with strategic client teams on complex issues.
Basic Qualifications for Consideration:
- Minimum of 7-10 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 Accounting, Economics, Engineering, or related field
- Graduate Degree a plus
- 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
- Experience as a Data or Research Analyst
- Technical software spec writing and documentation
- Superior time management and negotiation skills
- Exceptional follow-through and attention to detail
- Proven track record of strong scope and change control
- Private Banking / Wealth Management knowledge with a focus on Front Office Transformation, Compliance, and CRM / CLM / Onboarding
- German or French language proficiency is a plus
About InvestCloud
InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion of assets with over 550 direct clients, from wealth managers, institutional investors and asset managers to family offices, asset services companies, financial platforms, and banks. InvestCloud specializes in digital platforms that enable the development of financial solutions, pre-integrated into the cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular products, resulting in best-in-class experiences for the financial services industry. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney. InvestCloud is backed by Motive Partners (together with its affiliates) and Clearlake Capital Group, L.P. (together with its affiliates). For more information, visit InvestCloud.com.
#LI-BH1
Skills Required
- 7–10 years of experience as a Business Analyst in fintech, consulting, or a related industry
- Bachelor’s degree in Accounting, Economics, Engineering, or a related field
- Expertise with Excel and data analysis, including modeling, lookups, and macro writing
- Knowledge of investment management, portfolio accounting, financial market data, and performance calculations
- Strong analytical and organizational skills
- Agile and Scrum experience, with a focus on Product Ownership and Demand Management
- Experience writing technical software specifications and documentation
- Private banking or wealth management knowledge, particularly Front Office Transformation, Compliance, CRM, CLM, and onboarding
- Experience as a Data or Research Analyst
- Excellent communication and client presentation skills
- Strong time management, negotiation, follow-through, and attention to detail
- Proven experience with scope and change control
- Ability to handle stressful situations with perseverance and professionalism
- Investment manager work experience, in-house or as a service provider
- Graduate degree
- German or French language proficiency
What We Do
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 a 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.
Why Work With Us
Our growth is driven by our people as much as by our product. We are a team of operators, designers and artists. We value fresh perspectives as well as seasoned experience. We are connected by a strong sense of fun and family, working with focus to meet and exceed the highest standards.
Gallery
