Job Description

Invesment mnagement 

Job Description

A well‑established  investment management firm is seeking a Financial   Analyst to partner closely with its  Portfolio Finance team. This role focuses on delivering software solutions and process improvements that support investor reporting, fund operations, and finance‑driven initiatives.

The ideal candidate is analytical, detail‑oriented, and customer‑focused, with the ability to work effectively at the intersection of  business, finance, and technology . This position suits someone who enjoys translating business needs into clear requirements and driving initiatives from concept through delivery.

Key Responsibilities

Project & Solution Delivery

• Lead and manage projects related to  investor reporting systems  and other applications supporting Portfolio Finance initiatives, including  new fund launches
• Partner with business stakeholders to gather, analyze, and document requirements; define scope; and translate needs into clear, actionable deliverables
• Coordinate and guide project team members (developers, testers, external partners) across all phases of the system development lifecycle
• Monitor project progress, manage risks and dependencies, and ensure timely delivery
• Ensure solutions are tested, approved, and deployed in accordance with established change‑control processes

Business Analysis & Documentation

• Produce high‑quality documentation including:
  • Functional and non‑functional requirements
  • User stories and process flows
  • UI concepts and use cases
  • Project plans, status updates, and testing scripts
  • Training and support materials
• Plan and execute system and user acceptance testing to ensure business requirements are met
• Build strong working relationships with business users and proactively manage expectations
• Provide ongoing production support, including assistance with  monthly and quarterly investor/client reporting

Required

Qualifications

• 2 or more years of hands-on  Anaplan  model development experience, including model architecture, module design, calculations, lists and hierarchies, data integrations, security design, and production deployment.
• Strong  SQL  experience; PowerBI experience a plus
•  2-5 years of experience)
• Bachelor’s degree (Computer Science, Accounting, Finance, Business, or related field preferred)
• 3–5 years  of experience in:
  • Business analysis, business systems analysis, or hybrid BA/PM roles
• Experience supporting or implementing:
  • Accounting platforms, investor reporting systems, or financial applications
• Strong proficiency with  Microsoft Office  (Word, PowerPoint, Visio);  advanced Excel  required
• Working knowledge of  SQL  and relational database concepts
• Project management experience working across multiple priorities
• Strong analytical, organizational, and communication skills
• Solid understanding of  software change management and SDLC processes
• Experience with delivery tools such as  Azure DevOps, Atlassian (Jira/Confluence), GitHub , or similar platforms

Beneficial (Nice‑to‑Have) Experience

• Background in  investment management, asset management, private equity, or commercial real estate
• Experience with  investor reporting or fund accounting platforms  (e.g., Investran, Allvue, eFront, FundCount, or similar)
• Experience with  real estate or investment accounting systems  (e.g., MRI, Yardi, RealPage)
• Exposure to  Agile delivery environments  and sprint‑based development
• Experience with  Power BI  for reporting, dashboards, and data analysis
• Familiarity with  investor statement production and distribution processes
• Use of  AI‑enabled productivity tools  (e.g., Copilot, ChatGPT) to improve efficiency

Why This Role

• High‑impact position supporting  Portfolio Finance and investor‑facing reporting
• Exposure to  new fund launches and evolving investment platforms
• Strong partnership with business stakeholders
• Growth opportunity within a sophisticated investment environment 

Qualifications

 job specifications as follows:

• Investment modling 
• Strong  SQL  experience; PowerBI experience a plus
•  2-5 years of experience
• Fininacal Services is a must have 

Additional Information

All your information will be kept confidential according to EEO guidelines.

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