Middle Office Investment Data Analyst/Financial Analyst II

LanceSoft, Inc.
Wellesley, Massachusetts, US
Full-time

Job Description

Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.

Qualified candidate may perform any of the following functions : support for client implementation programs related to Middle Office outsourcing, including cash reconciliation, portfolio accounting, trade support, corporate actions, develop and maintain project documents and / or product documentation related to these programs and complete research and analysis for management.

Duties may also include : process analysis, creation and maintenance of documentation, continuous implementation planning statistics, and operations planning process, as well as any ad-hoc analyses.

A Bachelor's degree in a related field and a minimum of 3-5 years of experience are required.

Shift (Start / End Time) : 08 : 30 AM to 05 : 00 PM

Overtime required? No

Work Location(s) : Hybrid : Wellesley MA / New York

Potential to Extend? Yes

Will this worker be working onsite? Yes

Required Skills / Experience

  • Past working experience in Investment Operations domain. Should be proficient in at least one Investment Operations domain (Data management, Trade management, Derivatives, IBOR, Data Delivery / Reporting).
  • Familiarity with diverse asset classes (Equity / Fixed Income / FX / Derivatives (Cleared / Bilateral) & Cash).
  • Facilitate technology projects from start to finish, including gathering / documenting requirements, communicating with the development team, and overseeing / assisting with testing, implementation, and ongoing maintenance.
  • Ability to quickly learn and map business processes to systems & capabilities.
  • Perform business analysis activities such as requirements gathering, detailed data analysis, data mapping, and testing while collaborating with business teams.
  • Participate in daily stand-ups and scrum sessions with the development teams.

Preferred Skills / Experience

  • Oracle / SQL Skills.
  • Experience with client onboarding projects for Investment Operations outsourcing.
  • Strong understanding of end-to-end Investment operations workflows and functions is desirable.
  • Exposure to Eagle and / or Eagle Data integration is a plus.

Education Requirement : Bachelor's degree in finance / business management / technology or a related discipline, or equivalent work experience required.

Software Skills Required (if applicable) : SQL preferred.

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2 days ago
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