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Investment Operations Analyst - Hybrid:

Investment Operations Analyst – Hybrid:

Our direct client, based in New York City, is looking for a Business Analyst with strong technical background, someone who enjoys solving problems across wide range of scope: from data analysis, improving operation efficiency, automating manual processes in support of their security valuation team.  This is a full-time position in a hybrid work environment, only require 1 day per month on site in downtown NYC.  A VBA technical skillset is required for success in this role.

Responsibilities Include:

  • Supports the offices daily and month-end functions, applications, billing and management reporting.
  • Assists External Customers and Internal Analysts with system or data issues; including, rating agency data discrepancies.
  • Reviews, updates, creates, enhances, maintains and automates new and current processes.
  • Develops test data, as needed, and tests applications for business requirements, functionality, and usability.
  • Gathers, analyzes, defines and documents requirements and communicates them to the appropriate parties.
  • Creates SQL queries, processes and reports utilizing Excel, SharePoint, MS Report Builder, Tableau, Power BI or other available tools.
  • Identifies solutions and verifies solution meets requirements.
  • Research companies and related data based on analyst or management requests
  • Analyzes rating agency data and their correlations.
  • Clearly and consistently reports the status of a projects, communicates ideas, roadblocks, recommendations to manager and ability to communicate with all levels of the organization.

Skills and Abilities:

  • Demonstrates ability to understand the ‘big picture’ and how systems and applications affect, and are affected by, other applications and initiatives.
  • Is quality-minded and looks for ways to improve the quality of the business processes and systems.
  • Demonstrates aptitude for technical and creative problem solving.
  • Familiarity with or ability to learn diagramming and modeling techniques and software.
  • Ability to work collaboratively and to negotiate successful solutions.
  • Must be able to multi-task between projects and tasks, and work in a ‘matrix-managed’ organization.
  • Must be a logical and disciplined thinker, be proactive and demonstrate initiative.
  • Ability to learn internally developed and vendor-developed web-based, client/server, and stand-alone applications.
  • Builds relationships within the organization and understands the most appropriate use of these relationships for effective project management.


Minimum Education and/or Experience Required:

  • Bachelor’s degree (BA) from four-year college or university and a minimum of 8 years related experience.
  • Microsoft 365 Suite with concentration in VBA, SharePoint, Flow, PowerApps, Power BI, Excel or other related applications.
  • Oracle, MS SQL or any other related database.
  • Working and Structure of Investment Securities.
  • Nice to have: knowledge of security masters and data warehouses.

Job ID: 5029

  • Accepted file types: docx, doc, pdf, rtf, wps, txt, html.
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