Functional Business Analyst with Investment management exp
2 weeks ago
Job Description:
Clientis looking for Functional BA with experience in Investment Management with below job description:
• Accomplished Salesforce Consultant with over 8 years of experience in delivering data driven solutions
• Skilled in requirements gathering, driving user experience, process improvement, and stakeholder management.
• Adept at utilizing various analytical tools and methodologies to optimize operations and support business goals
• Skilled Salesforce Administrator Specializing in User Management and workflow automation
• 8 years' experience in the financial services industry including clients like citi Investment, Jeffries
• Experience in projects related to asset management, client services portals,...etc
Arjun
Mandatory Areas
Must Have Skills -
Skill 1 - 8+Yrs of Exp -Functional BA in Investment Management
Skill 2 - 8+Yrs of Exp -Accomplished Salesforce Consultant with over 6 years of experience in delivering data driven solutions
Skill 3 - 8+Yrs of Exp -Skilled in requirements gathering, driving user experience, process improvement, and stakeholder management.
Skill 4 - 8+Yrs of Exp -Adept at utilizing various analytical tools and methodologies to optimize operations and support business goals
Skill 5- 8+Yrs of Exp- Skilled Salesforce Administrator Specializing in User Management and workflow automation
Skill 6 - 8+Yrs of Exp -financial services industry including clients like citi Investment, Jeffries
Skill 7 - 8+Yrs of Exp -projects related to asset management, client services portals,...etc
Mandatory if Applicable
Domain Experience (If any ) -Yes-Investment Management, Financial Services Industry
Must have Certifications -N/A
Prior UST experience - Y / N-No
If Yes - provide dates , details of account/project-N/A
Location -Remote
Onsite Requirement - Y/N-Yes
Number of days onsite -Candidates needs to travel Twice or Thrice in a Month to Client Location at Boston, MA. Client will bear the expenses for the Travel
If Onsite - Office Address -33 Arch St 10th Floor, Boston, MA 02110
-
Boston, United States Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Fixed Income Investment Grade Research Analyst
4 months ago
Boston, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...
-
Fixed Income Investment Grade Research Analyst
2 weeks ago
Boston, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...
-
Investment Analyst
4 months ago
Boston, United States Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Investment Analyst
1 week ago
Boston, United States Mount Holyoke College Full timeInvestment Analyst Job no: 493841 Work type: Staff Full-time Location: Boston, MA Categories: Business/ Accounting/Finance, Institutional & Business Affairs Position Type: Staff Full-time Hours per week: 37.5 Weeks per year: 52 Work Schedule: Monday through Friday, 9:00 a.m. to 5:00 p.m. Department Summary & Job Purpose: The Mount Holyoke College...
-
Investment Analyst
4 months ago
Boston, United States Mount Holyoke College Full timeInvestment Analyst Job no: 493841 Work type: Staff Full-time Location: Boston, MA Categories: Business/ Accounting/Finance, Institutional & Business Affairs Position Type: Staff Full-time Hours per week: 37.5 Weeks per year: 52 Work Schedule: Monday through Friday, 9:00 a.m. to 5:00 p.m. Department Summary & Job Purpose: The Mount Holyoke College...
-
Senior Quantitative Analyst
4 weeks ago
Boston, Massachusetts, United States MFS Investment Management Full timeJob SummaryMFS Investment Management is seeking a highly skilled Senior Quantitative Analyst to join our team. As a key member of our Investments and Trading functions, you will be responsible for building mathematical and data analytical models to support our investment strategies. Key Responsibilities- Develop and implement advanced mathematical and...
-
Boston, Massachusetts, United States Inficare Full timeJob Description:Inficare is seeking a seasoned Functional Business Analyst with a strong background in Investment Management and Salesforce expertise to join our team.The ideal candidate will have over 8 years of experience in delivering data-driven solutions, with a proven track record of requirements gathering, driving user experience, process improvement,...
-
Boston, Massachusetts, United States Geode Capital Management Full timeAbout the Role:Geode is seeking a highly motivated Business Analyst to help a squad of IT professionals dedicated to managing, enhancing, and driving technology capabilities supporting performance measurement, finance, and business development functions within the organization.Your unique blend of investment management domain expertise, experience engaging...
-
Private Investment Services Analyst
3 months ago
Boston, United States Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Fixed Income High Yield Research Analyst
3 days ago
Boston, United States MFS Investment Management Full timeTHE ROLEWorking as part of the global research team, develop investment recommendations within assigned US high yield sector, for the fixed income portfolios managed by MFS.WHAT YOU WILL DOWork as part of the global fixed income investment department, developing specific investment recommendations for use by portfolio manager.Conduct deep fundamental...
-
Analyst, Investment Analytics
3 weeks ago
Boston, United States SCS Financial Full timeFirm Description Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices and institutional investors. We manage approximately $30 billion in assets across public, alternative, and private market opportunities globally. The firm's overall business strengths...
-
Investment Analyst
1 month ago
boston, United States Fanning Personnel Full timeJob Title: Investment AnalystLocation: Boston, MAJob Type: HybridAbout the Role:We are seeking a detail-oriented and highly motivated Investment Analyst to join our client's dynamic team. In this role, you will be responsible for supporting the investment team in analyzing, evaluating, and monitoring potential investment opportunities. You will play a key...
-
Investment Analyst
1 month ago
boston, United States Fanning Personnel Full timeJob Title: Investment AnalystLocation: Boston, MAJob Type: HybridAbout the Role:We are seeking a detail-oriented and highly motivated Investment Analyst to join our client's dynamic team. In this role, you will be responsible for supporting the investment team in analyzing, evaluating, and monitoring potential investment opportunities. You will play a key...
-
Investment Analyst
1 month ago
Boston, United States Fanning Personnel Full timeJob Title: Investment AnalystLocation: Boston, MAJob Type: HybridAbout the Role:We are seeking a detail-oriented and highly motivated Investment Analyst to join our client's dynamic team. In this role, you will be responsible for supporting the investment team in analyzing, evaluating, and monitoring potential investment opportunities. You will play a key...
-
Investment Analyst
1 month ago
Boston, United States Fanning Personnel Full timeJob Title: Investment AnalystLocation: Boston, MAJob Type: HybridAbout the Role:We are seeking a detail-oriented and highly motivated Investment Analyst to join our client's dynamic team. In this role, you will be responsible for supporting the investment team in analyzing, evaluating, and monitoring potential investment opportunities. You will play a key...
-
Boston, United States BSASPEC Full timeBusiness Analyst (Capital Markets, Investment Banking)Job Code: BSA-18-0022Positions: 1Experience: 2-5 yearsJob Type: Full TimeJob Description:The Senior Business Analyst is a member of the Project Management team whose focus is on documenting requirements and workflows for various IT initiatives within Equity and Fixed Income.Primary...
-
Quantitative Investment Analyst
1 month ago
Boston, Massachusetts, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Quantitative Investment Analyst to join our Research and Development team within the Portfolio Engineering group. As a key member of this team, you will be responsible for researching and developing new investment methodologies that enable us to manage personalized client portfolios at scale.Key...
-
Investment Finance Associate
4 weeks ago
Boston, Massachusetts, United States MFS Investment Management Full timeJoin Our Team at MFS Investment ManagementMFS Investment Management is a global investment management firm that creates long-term value responsibly by doing what's right for our clients every day.We are seeking a highly motivated and detail-oriented Investment Finance Associate to join our team. As a key member of our Corporate Finance department, you will...
-
Software Engineering Sr. Engineer
2 weeks ago
Boston, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...