Boston, USA

Business Analyst

We are seeking a Business Analyst who is knowledgeable on investment management domain and has good working knowledge with multiple investment management applications.

Roles and Responsibilities

  • Responsible for completing projects from requirements gathering to project delivery
  • Participate in workshops with key client stakeholders to document process/data flows and associated technology applications
  • Ability to work creatively, analytically and contribute in a team-oriented environment
  • Create a rapport with the clients and ensure project delivery is accurate as per requirements
  • Review and identify business gaps that need improvements and propose appropriate action plans
  • Maintain an understanding of advancements in regulations, technology and innovations which are happening across your specialization, and the broader financial services marketplace
  • Lead and support operational initiatives contributing to the success and growth of client engagements – e.g. repositories, value capture, sales enablement tools and data, templates, process improvements, etc.

Required Skills

  • 5-7 years of experience as a consultant and/or business analyst in the Investment Management industry
  • Demonstrated ability to manage conflict, build consensus, and facilitate problem-solving and collaboration amongst cross functional teams
  • Capable of working independently with limited oversight, with strong time management skills
  • A detailed understanding of buy side investment concepts and theory
  • Strong observation, analytical, numerical reasoning, business acumen, and leadership skills
  • Strong communication skills

Educational Requirements

  • Any relevant undergraduate degree
  • CFA (Level I or II or III), CIPM, or any certification or degree related to Investment Management domain will be an advantage

Other Requirements

  • Candidates must be comfortable with significant travel
  • Only candidates who are US citizens may apply

If you think you will fit well with the stradegi culture, if you have what it takes from a skills/capabilities perspective and if you are interested in this role, do get in touch with us