VP Business Analyst; Trading Operations & Portfolio Management
Company: Daley & Associates
Location: Boston
Posted on: February 25, 2021
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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
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