Senior Business Analyst - Treasury & Portfolio Finance

Innocap

4d•Hybrid

About The Position

As a Senior Business Analyst reporting to the Global Head of Product Development, you will act as a key liaison between business and technical teams, translating business needs into actionable requirements and managing project workflows, mainly for our Treasury Fund Operations and Portfolio Finance functions. The role involves stakeholder collaboration, process analysis, and data-driven insights in financial services and hedge fund operations. Your primary responsibilities will be to:

Requirements

Bachelor’s or Master’s Degree in Business, Finance, Computer Science, Information Systems, or related fields.
Strong experience using Jira in Agile/Scrum environments, with proficiency in drafting user stories, process flows, and functional specifications.
Good knowledge of Excel, SQL, and data visualization tools such as Power BI and Tableau, with a proven ability to analyze data using dashboards and reports.
At least 5 years of experience as a Business Analyst, including 3+ years within the technology function of a hedge fund, fund administrator, prime broker, or financial institution in their capital markets division (treasury and/or portfolio finance teams).
Excellent project management and communication skills, with the ability to clearly articulate and present information to stakeholders.
Analytical, detail-oriented, and resourceful, with a proven ability to stay organized and manage tasks efficiently.
Knowledge of middle-office hedge fund processes such as reconciliation, Treasury, NAV calculation, and margin calculation.

Nice To Haves

Experience in application development related to alternative investments Treasury or the Trade Life Cycle within financial services, ideally in the hedge fund space, is considered an asset.
Certifications such as CFA, FRM, PMP, or CSPO are considered assets.

Responsibilities

Collaborate with stakeholders, product owners, and development teams to gather and document business requirements.
Serve as a liaison between business units and IT teams to ensure alignment and successful project delivery.
Translate business needs into detailed user stories, epics, and acceptance criteria in Jira.
Maintain and manage Jira boards, workflows, and dashboards to support agile project tracking.
Understand current business processes and contribute to designing, building, and monitoring improvements for a new product suite.
Work closely with Quality Assurance and development teams to ensure requirements are clearly understood and implemented correctly.
Demonstrate strong stakeholder management skills with the ability to translate business requests into technical specifications and to challenge and refine requests when appropriate.