Equities Portfolio Business Analyst

3 weeks ago


New York, United States Stratford Solutions Inc. Full time

**Job Title**: Equities Portfolio Business Analyst (Remote, Full-Time)

**Location**: Remote (United States)

**Employment Type**: Full-Time

**Salary**: $80 per hour

Challenge As we continue to expand our operations, we are seeking a talented Equities Portfolio Business Analyst to join our team on a full-time remote basis.

**Responsibilities**:

- Collaborate with portfolio managers, traders, and other front-office professionals to understand business needs and workflows.
- Analyze current portfolio management processes and identify areas for improvement.
- Develop and document detailed business requirements and specifications.
- Work closely with technology teams to implement solutions and ensure alignment with business objectives.
- Conduct user acceptance testing (UAT) to validate system changes and enhancements.
- Provide ongoing support to investment professionals and assist with ad-hoc requests.
- Stay informed about market trends and regulatory developments impacting equity portfolio management.

**Qualifications**:

- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 8 years of experience in equities portfolio management or related roles.
- Strong understanding of equity markets, trading strategies, and investment products.
- Proven experience in business analysis, requirements gathering, and solution design.
- Excellent analytical skills with the ability to interpret complex data and make informed decisions.
- Proficiency in Microsoft Excel, SQL, and other analytical tools.
- Familiarity with portfolio management systems and trading platforms.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
- Self-motivated with a strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
- Relevant industry certifications (e.g., CFA, FRM) preferred but not required.

Who can Apply
- US Citizen
- Green Card Holder



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