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InvestM Technology LLC
Business Analyst (Investment Management)

Business Analyst (Investment Management)

Hybrid

San francisco, United states

Senior

Freelance

19-02-2026

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Skills

Python Java Data Analysis SQL Organization Accounting

Job Specifications

We are looking for a Senior Business Analyst with extensive experience in the Investment Management industry. The ideal candidate would have prior experience working within an investment management firm either in their technology division or within the Investment operations group as a Business Analyst.

Compensation

Open(All rates commensurate with experience are welcome)

Responsibilities

Work as a Business Analyst in large-scale technology transformation projects for clients within the Investment Management or Investment Services Industry
Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
Act as a project manager for small projects that do not have a dedicated project manager

Mandatory Qualifications

10+ years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund
Strong Experience in two or more domain areas – Trading, Compliance, Trade Settlements, Investment Accounting, Fund Accounting, Corporate Actions, Reconciliations, Performance & Attribution
5+ years of hands-on experience in SQL

Preferred Qualifications

MBA degree or CFA qualification
CFA CIPM(Certificate in Investment Performance Measurement) certification
Experience in one or more technology vendor packages used in the Investment Management industry – Eagle STAR/PACE, CRD, Bloomberg AIM, Blackrock Aladdin, SimCorp, Portia
Ability to code in Python or Java

About the Company

InvestM is a diversified workforce solutions firm that provides project-based staffing, contingent staffing, and direct placement services to Fortune 5000 companies and US Government Agencies. To identify top talent, our screening and hiring process uses a quantitative and data-driven methodology, that is cost-efficient, scalable, and works for all industries in need of qualified talent. *****Geographic regions we service****** USA | Canada | UK | Australia | Hong Kong | Saudi Arabia | UAE *****Industry Verticals that we... Know more