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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.


• 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


• ~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