Anaplan Molder

Blake Smith Staffing LLC•New York, NY

7d•$110,000 - $120,000

About The Position

Invesment mnagement A well‑established investment management firm is seeking a Business Analyst to partner closely with its Portfolio Finance team. This role focuses on delivering software solutions and process improvements that support investor reporting, fund operations, and finance‑driven initiatives. The ideal candidate is analytical, detail‑oriented, and customer‑focused, with the ability to work effectively at the intersection of business, finance, and technology. This position suits someone who enjoys translating business needs into clear requirements and driving initiatives from concept through delivery.

Requirements

2 or more years of hands-on Anaplan model development experience, including model architecture, module design, calculations, lists and hierarchies, data integrations, security design, and production deployment.
Strong SQL experience
2-5 years of experience
Bachelor’s degree (Computer Science, Accounting, Finance, Business, or related field preferred)
3–5 years of experience in: Business analysis, business systems analysis, or hybrid BA/PM roles
Experience supporting or implementing: Accounting platforms, investor reporting systems, or financial applications
Strong proficiency with Microsoft Office (Word, PowerPoint, Visio); advanced Excel required
Working knowledge of SQL and relational database concepts
Project management experience working across multiple priorities
Strong analytical, organizational, and communication skills
Solid understanding of software change management and SDLC processes
Experience with delivery tools such as Azure DevOps, Atlassian (Jira/Confluence), GitHub, or similar platforms
Financial Services is a must have

Nice To Haves

Background in investment management, asset management, private equity, or commercial real estate
Experience with investor reporting or fund accounting platforms (e.g., Investran, Allvue, eFront, FundCount, or similar)
Experience with real estate or investment accounting systems (e.g., MRI, Yardi, RealPage)
Exposure to Agile delivery environments and sprint‑based development
Experience with Power BI for reporting, dashboards, and data analysis
Familiarity with investor statement production and distribution processes
Use of AI‑enabled productivity tools (e.g., Copilot, ChatGPT) to improve efficiency
PowerBI experience a plus

Responsibilities

Lead and manage projects related to investor reporting systems and other applications supporting Portfolio Finance initiatives, including new fund launches
Partner with business stakeholders to gather, analyze, and document requirements; define scope; and translate needs into clear, actionable deliverables
Coordinate and guide project team members (developers, testers, external partners) across all phases of the system development lifecycle
Monitor project progress, manage risks and dependencies, and ensure timely delivery
Ensure solutions are tested, approved, and deployed in accordance with established change‑control processes
Produce high‑quality documentation including: Functional and non‑functional requirements, User stories and process flows, UI concepts and use cases, Project plans, status updates, and testing scripts, Training and support materials
Plan and execute system and user acceptance testing to ensure business requirements are met
Build strong working relationships with business users and proactively manage expectations
Provide ongoing production support, including assistance with monthly and quarterly investor/client reporting