VP Business Analyst; Trading Operations & Portfolio Management

Company: Daley & Associates
Location: Boston
Posted on: February 25, 2021

Job Description:

VP Business Analyst; Trading Operations & Portfolio ManagementOur client, an Investment Advisor located in Boston, Stamford and NYC, is seeking a Business Analyst, whose focus will be on the implementation and integration of 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, with strong project management,analytical, and communication skills. This individual will work closely with Finance, Technology, and Operations,and will report into the Head of Operations.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.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 accordinglyQualifications* -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 FirmFor immediate consideration, please email a resume to Kenny kwilliams@daleyaa.comNOTE: No sponsorship. Please only apply if you are legally authorized to work in the United States without sponsorship.

Keywords: Daley & Associates, Boston , VP Business Analyst; Trading Operations & Portfolio Management, Executive , Boston, Massachusetts