Business Analyst- Dallas, TX

The Business Analyst will serve as a bridge between business stakeholders and technical teams, translating complex investment requirements into functional specifications. This role requires a blend of core business analysis, systems analysis capabilities, and specialized knowledge of investment instruments and accounting platforms.

Key Responsibilities

• Requirements Engineering: Elicit, analyze, and document business requirements for investment management systems.
• Systems Analysis: Conduct gap analysis between current and future state systems, ensuring technical designs align with business goals.
• Process Mapping: Create detailed "As-Is" and "To-Be" workflow diagrams to optimize investment operations.
• Technical Liaison: Collaborate with developers and QA teams to ensure functional specifications are understood and accurately implemented.
• Product Expertise: Leverage deep knowledge of investment accounting platforms to support data migration, reporting, and reconciliation.
• Testing & Validation: Support User Acceptance Testing (UAT) by defining test cases and validating results against business requirements.

Required Skills & Qualifications

• Business Analysis: Proven experience in requirements gathering, stakeholder management, and functional documentation.
• Systems Analysis: Proficiency in SQL for data analysis, understanding of system integrations (APIs/ETL), and the ability to interpret technical architecture.
• Investment Knowledge: Strong understanding of various investment instruments, including Equities, Fixed Income, Derivatives, and FX.
• Geneva Expertise: Hands-on experience with Advent Geneva for investment accounting, including RSL/RDL reporting and portfolio set-up.
• Analytical Thinking: Ability to decompose complex business problems into manageable technical tasks.
• Communication: Excellent verbal and written communication skills to bridge the gap between finance and technology teams.

Preferred Experience

• Experience working within Asset Management, Hedge Funds, or Fund Administration.
• Knowledge of the software development lifecycle (SDLC) in both Agile and Waterfall environments.
• Familiarity with data visualization tools or reporting suites related to investment accounting.

Compensation, Benefits and Duration

Minimum Compensation: USD 37,000
Maximum Compensation: USD 132,000
Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role.
Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full time employees.
This position is not available for independent contractors
No applications will be considered if received more than 120 days after the date of this post