Title: Business Analyst - Investments

Location: Onsite; Austin, Texas (Need local of Austin, Texas Only)

Duration: 6 Months Contract

Required Qualifications

Bachelor’s degree in business, Finance, Information Systems, Computer Science, or a related field.

10 years of experience as a Business Systems Analyst with a minimum of 5 years supporting data for financial systems.

10 years of hands-on experience eliciting and documenting requirements, developing cross-functional maps and detailed activity level flows.

5 years of hands-on experience with data analysis, data validation, and data mapping.

5 years of experience in extracting data from large datasets with proficiency in writing basic to advanced SQL queries, joins, aggregations.

5 years of experience with system implementations, upgrades, and integrations for top/common Investment Accounting Systems and Investment data management platforms.

Preferred Qualifications

Experience in the investments services industry, preferably within an asset management or asset owner environment.

Understanding of investment concepts, public and private asset classes, and portfolio/accounting workflows.

Strong communication, collaboration, and stakeholder-management skills.

Solid organizational, analytical and problem-solving abilities with high attention to detail.

Ability to translate complex technical details into clear business terms for non-technical stakeholders.

Developing dashboards or reports using tools such as Power BI, Tableau, or similar platforms are a plus.

Understanding of REST APIs, low code/no code tools, cloud-based data architectures, and modern data platforms. Optional but valuable.

Professional certifications such as CBAP and CFA are a plus.

Professional Expectations

Attends all meetings, meets delivery deadlines and is available during office hours.

Logs in and remains on agency Jabber during work hours.

Attends remote meetings with camera on unless prior arranged for camera off.

Coordinates leave and vacation with lead.

Must dress appropriately for a business/business casual environment.

Communicates respectfully and works harmoniously with all co-workers, customers and vendors.

Provides exceptional customer service.

Is flexible; able to work under pressure and; able to adapt to change; and able to work on multiple problems and tasks.

Takes initiative to prevent and solve problems.