Business Analyst - Wealth Management(Capital Markets)

Experience:

Location:

Role Overview:

Key Responsibilities:

- Collaborate with Performance, Risk, Data, and Investment teams to gather and document business and functional requirements.

- Lead initiatives related to performance measurement, attribution analysis, and benchmark integration across portfolios and strategies.

- Support Aladdin implementation projects, including data integration, configuration, and workflow optimization.

- Analyze and troubleshoot data discrepancies across systems, ensuring accuracy and consistency of performance metrics.

- Develop and maintain documentation for methodologies, processes, and system configurations.

UAT

Aladdin

Required Skills & Experience:

Business Analyst

- Strong understanding of performance attribution and benchmarking concepts.

Aladdin

- Proficiency in SQL, Excel, and data visualization tools (e.g., Power BI, Tableau).

FactSet

- Excellent communication and stakeholder management skills.

- Ability to translate complex business needs into clear technical requirements.

- Analytical mindset with attention to detail.

- Comfortable working in fast-paced, cross-functional environments.

Education & Certifications:

- Bachelor's degree in finance, Business, Computer Science, or related field.

- CFA or CIPM certification is a plus.