Senior Business Analyst

InvestCloud is excited about an opportunity for an individual with experience in delivering financial technology. This role provides the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills.

What does a great Business Analyst do?

In this role you will formulate and define system scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements. A great business analyst will devise or modify procedures to solve complex problems for our clients and the market we serve. This includes analysis of user needs, documentation of requirements and translation into proper system requirement specifications.

How you will provide meaningful contributions:

You will also be part of a team that reviews customer specific requests and translate business requirements into clear actionable documentation and provide solutions based on current feature functionality or new custom feature functionality. Partner with strategic client teams, providing premium services for complex issues and work within a streamlined environment to respond quickly to client needs.

Serve as a subject matter expert and provide thought leadership to other areas of the firm with questions or issues related to our products and client functionality.

Basic Qualifications for Consideration:

• Bachelor’s Degree, preferably with exposure to Business Administration and/or Computer Science
• 5 to 7 years of experience in Business or Systems Analysis in the Fintech space
• Deep knowledge and experience with Portfolio Accounting and Performance Measurement
• Proven ability to map data through the lifecycle of an account or account workflow
• Strong communication skills to clearly convey complex technical specifications to clients and internal teams
• Ability to collaborate with a cross-functional team to achieve results
• Skilled in eliciting, analyzing, specifying, and validating the business needs of stakeholders
• Experienced in gathering customer requirements through interviews, workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, and scenarios
• Demonstrated ability to work with stakeholders and project teams to prioritize collected requirements

Preferred Skills / Experience

• Knowledge of managed accounts and the platforms that support them
• Ability to collaborate with project sponsors to define project scope and vision
• Experience representing the voice of the customer
• Skilled in making rapid tactical development decisions that impact functionality or usability
• Understanding of data structures and databases, and how to use that data for integration
• Experience with the APL separately managed accounts platform
• Certificate of Investment Performance Management (CIPM) from the CFA Institute

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally.

As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum.

In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.

Salary Range: $165,000 – $175,000

Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.