Senior Business Analyst - Treasury & Portfolio Finance

Reposted 11 Days Ago
3 Locations
In-Office
Senior level
Financial Services
The Role
The Senior Business Analyst will liaise between business and technical teams to gather requirements, manage project workflows, and analyze processes within Treasury Operations.
Summary Generated by Built In

ABOUT INNOCAP

Innocap is the world’s leading firm of managed account platform services. With over US$89 billion in assets under management, over 500 employees and offices in five countries, we are shaping the future of alternative investments for institutional owners and allocators. Our mission is to revolutionize the asset management industry and to provide customized expert services and an exceptional client experience.

We are seeking forward-thinking individuals to join us on our exciting journey. Innocap’s success is built on the diversity of our people and the strength of their ambitions. We empower our teams and foster a culture of inclusivity, collaboration, innovation, and growth. At Innocap, you'll have the opportunity to enhance your career, work on exciting projects, and make a real impact.

ABOUT THE ROLE 

As a Senior Business Analyst reporting to the Global Head of Product Development, you will act as a key liaison between business and technical teams, translating business needs into actionable requirements and managing project workflows, mainly for our Treasury Fund Operations and Portfolio Finance functions. The role involves stakeholder collaboration, process analysis, and data-driven insights in financial services and hedge fund operations.

Your primary responsibilities will be to:

  • Collaborate with stakeholders, product owners, and development teams to gather and document business requirements.

  • Serve as a liaison between business units and IT teams to ensure alignment and successful project delivery.

  • Translate business needs into detailed user stories, epics, and acceptance criteria in Jira.

  • Maintain and manage Jira boards, workflows, and dashboards to support agile project tracking.

  • Understand current business processes and contribute to designing, building, and monitoring improvements for a new product suite.

  • Work closely with Quality Assurance and development teams to ensure requirements are clearly understood and implemented correctly.

  • Demonstrate strong stakeholder management skills with the ability to translate business requests into technical specifications and to challenge and refine requests when appropriate.

PRIMARY SKILLS AND QUALIFICATIONS 

  • Bachelor’s or Master’s Degree in Business, Finance, Computer Science, Information Systems, or related fields. 

  • Strong experience using Jira in Agile/Scrum environments, with proficiency in drafting user stories, process flows, and functional specifications. 

  • Good knowledge of Excel, SQL, and data visualization tools such as Power BI and Tableau, with a proven ability to analyze data using dashboards and reports. 

  • At least 5 years of experience as a Business Analyst, including 3+ years within the technology function of a hedge fund, fund administrator, prime broker, or financial institution in their capital markets division (treasury and/or portfolio finance teams).

  • Excellent project management and communication skills, with the ability to clearly articulate and present information to stakeholders. 

  • Analytical, detail-oriented, and resourceful, with a proven ability to stay organized and manage tasks efficiently. 

  • Experience in application development related to alternative investments Treasury or the Trade Life Cycle within financial services, ideally in the hedge fund space, is considered an asset. 

  • Knowledge of middle-office hedge fund processes such as reconciliation, Treasury, NAV calculation, and margin calculation is considered an asset. 

  • Certifications such as CFA, FRM, PMP, or CSPO are considered assets.  

#LI-Hybrid

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Top Skills

Excel
JIRA
Power BI
SQL
Tableau
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The Company
HQ: Montreal, Quebec
448 Employees

What We Do

Innocap is the leading Dedicated Managed Account Platform globally.

With over US$96 billion in assets on the platform and over 500 employees in 7 offices across five countries, we transform the way institutional allocators access their alternative investments.

Our mission is to provide institutional allocators with a superior way to access their alternative investments through a Dedicated Managed Account Platform (DMAP).

We are seeking forward-thinking individuals to join us on our exciting journey.  Innocap’s success is built on the diversity of our people and the strength of their ambitions. We empower our teams and foster a culture of inclusivity, collaboration, innovation, and growth.

At Innocap, you'll have the opportunity to enhance your career, work on exciting projects, and make a real impact.

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