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VP Business Analyst; Trading Operations & Portfolio Management

  • Date Posted February 10, 2021
  • Location stamford , Connecticut
  • Job Type Direct
  • Job ID 17195

VP Business Analyst; Trading Operations & Portfolio Management

Our client, an Investment Advisor, located in Boston, Stamford, and NYC, is seeking a Business Analyst whose focus will be on implementing and integrating new platforms, automated processes, and reporting.

Role-specific initiatives will be focused on driving optimization and scalability for the Firm as a whole, but more specifically within trading operations, risk, portfolio management, and marketing. The ideal candidate will have a mix of business and technology experience, strong project management, analytical, and communication skills. This individual will work closely with Finance, Technology, and Operations and report to the Head of Operations.

Responsibilities:

• Review the current data infrastructure and help design a roadmap to a target state operational model

• Establish data integrity with appropriate quality assurance throughout our infrastructure

• Clean up existing issues with pro-forma marketing materials and create scalability with reporting through

Power BI and other emerging technology solutions

• Partner with the business and technology leads to identify, prioritize and manage projects accordingly

Qualifications:

• ~7+ years of experience within financial services, with a mix of finance and technology responsibilities

• Experience working with debt instruments and Fund of Funds, preferably at a credit manager

Security types: bonds, equities, derivatives, etc.

• Strong Microsoft Excel and PowerPoint skills along with data analytics and business intelligence applications

are required; VBA, SQL, Python are a plus

• Motivated, self-starter with strong analytical skills, and an ability to grasp new concepts quickly

• Proven record of project management/oversight, with strong communication skills and extreme attention to

detail as it relates to data and process

• Team player with the ability to build strong relationships at all levels within the Firm

This role will interview and onboard remotely; however, prospective employees should be prepared to be in the office full time in the near future. We are currently entertaining candidates in the NYC/ Stamford & Boston Area markets. No Sponsorship.

For immediate consideration, please email a resume to Kenny at kwilliams@daleyaa.com

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