Skills

Communication Tableau Data Analysis SQL Problem-solving Customer Service Attention to detail power bi Accounting

Job Specifications

Business Analyst - Investments Level: 3

Austin, Texas - Hybrid model(which involves at least 3 days per in the office, and the other days working from home)

Only candidates currently based in Austin will be considered.

6 months Contract

Required Qualifications:

• Bachelor’s degree in business, Finance, Information Systems, Computer Science, or a related field.

• 10 years of experience as a Business Systems Analyst with a minimum of 5 years supporting data for financial systems.

• 10 years of hands-on experience eliciting and documenting requirements, developing cross-functional maps and detailed activity level flows.

• 5 years of hands-on experience with data analysis, data validation, and data mapping.

• 5 years of experience in extracting data from large datasets with proficiency in writing basic to advanced SQL queries, joins, aggregations.

• 5 years of experience with system implementations, upgrades, and integrations for top/common Investment Accounting Systems and Investment data management platforms.

Preferred Qualifications:

• Experience in the investments services industry, preferably within an asset management or asset owner environment.

• Understanding of investment concepts, public and private asset classes, and portfolio/accounting workflows.

• Strong communication, collaboration, and stakeholder-management skills.

• Solid organizational, analytical and problem-solving abilities with high attention to detail.

• Ability to translate complex technical details into clear business terms for non-technical stakeholders.

• Developing dashboards or reports using tools such as Power BI, Tableau, or similar platforms are a plus.

• Understanding of REST APIs, low code/no code tools, cloud-based data architectures, and modern data platforms. Optional but valuable.

• Professional certifications such as CBAP and CFA are a plus.

Professional Expectations:

• Attends all meetings, meets delivery deadlines and is available during client office hours.

• Logs in and remains on agency Jabber during work hours.

• Attends remote meetings with camera on unless prior arranged for camera off.

• Coordinates leave and vacation with client lead.

• Must dress appropriately for a business/business casual environment.

• Communicates respectfully and works harmoniously with all co-workers, customers and vendors.

• Provides exceptional customer service.

• Is flexible; able to work under pressure and; able to adapt to change; and able to work on multiple problems and tasks.

• Takes initiative to prevent and solve problems.

About the Company

Connect Tech+Talent brings together highly qualified technology professionals with great companies. Our mission is to help companies and individuals be successful. We believe that we make a difference in the lives of our clients by connecting them with the right talent and technology to ensure the success of their projects. For candidates, we know that one job can make a huge impact on a person's life. We want to connect you with the employer and role that will help you reach your goals. Our 27+ years of expertise in hiri... Know more