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Senior Business Analyst at InvestCloud Inc (Los Angeles, CA)

About the role: 

This position is appropriate for self-starters with strong analytical and organizational skills, as well as excellent command of project management approaches and a strong sense of ownership. The ideal candidate will have experience in the field and be highly capable of quickly mastering new key concepts. Candidate will be part of a growing, fast paced and dynamic organization.

What we look for: 

  • Comfortable with Business Analyst role 

  • Detail oriented a must 

  • Ability to adapt to new situations

  • Customer service /client facing oriented background preferred

  • Ability to work in fast paced, team oriented environment, ability to multi-task and switch gears effectively.

  • Strong excel, word, power point (Hlookup, VLookup, Pivot Tables, If Scenarios preferred)

  • Strong Understanding of accounting concepts & investment terminology

  • Passion for solving problem! 

  • Strong "people skills" - ability to effectively interact with various levels throughout the organization

  • Experience with common interface formats and strong data mapping skills


  • Knowledge and experience with the investment management industry

  • Work experience in-house or as a service provider to investment managers

  • Facility with Excel

  • Excellent presentation skills and strong negotiation skills

  • Proven track record of strong scope and change control


  • SQL exposure 

  • Java exposure 

  • Data Modeling exposure 

  • Technical/Manual/Instruction 

  • Understanding of Product Development Lifecycle 

  • PMP Certification

  • Experience as a Research Analyst

  • Experience in wealth management, hedge fund, private equity sector

  • CPA or CFA 

Additional Information:

Cloud platform delivery projects to myriad investment management clients, including:

  • Wealth managers

  • Family offices

  • Hedge funds

  • Private equity funds

  • Fund-of-fund managers

  • Asset servicing companies

  • Custodians

by via developer jobs - Stack Overflow

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