Financial Analyst Jobs

About The Position

Requirements

• 4+ years of experience in business analysis, preferably within the financial services industry
• Experience working on large‑scale business and technology transformation initiatives, from initial concept through implementation
• Strong ability to synthesize information from multiple sources and articulate findings in a clear, concise, and structured manner
• Comfortable working with guidance and direction, while independently driving assigned analysis tasks to completion
• Demonstrated understanding of business analysis frameworks and the project management lifecycle
• Disciplined and consistent approach to business analysis, with strong attention to detail while maintaining a broader, end‑to‑end view
• Proven critical thinker with the ability to analyze complex information and summarize effectively for diverse audiences
• Excellent written and verbal communication skills, including experience producing senior‑level business documentation and presentations
• Proficient in process mapping and documentation tools

Nice To Haves

• experience with Visio and/or Lucid
• Familiarity with leading financial industry platforms such as SS&C, SimCorp, or Eagle Accounting
• CBAP® or CCBA® certification

Responsibilities

• Elicit, analyze, and synthesize business needs from workshops, meetings, and informal stakeholder conversations into clear, actionable requirements
• Validate requirements with stakeholders and ensure alignment to agreed scope and design direction
• Translate high‑level discussions into: Business, functional and data requirements, Process flows and workflow diagrams, Use cases and outcomes summaries
• Document current‑state and future‑state workflows across investment operations, with a clear articulation of process purpose, pain points, and intended changes
• Identify and document dependencies, handoffs, and system interactions across portfolio accounting systems and upstream/downstream platforms
• Maintain end‑to‑end traceability between business requirements, functional specifications, design decisions, and implementation outcome
• Support functional design discussions by ensuring business intent is clearly articulated and documented
• Assist in test scenario creation, walkthroughs, and validation to ensure delivered solutions meet the documented requirements
• Act as a bridge between business users, SMEs, technology teams, and vendors throughout the delivery lifecycle
• Ask thoughtful questions to clarify ambiguity and confirm understanding, especially where requirements are implied rather than explicitly stated
• Communicate findings in a clear, structured, and professional manner suitable for governance and design discussions
• Liaise and coordinate with the various project stream under the program and associated stakeholders to ensure alignment

Benefits

• annual performance bonus