InvestCloud, Inc.
Join to apply for the
Senior Business Analyst
role at
InvestCloud, Inc. Join to apply for the
Senior Business Analyst
role at
InvestCloud, Inc. Get AI-powered advice on this job and more exclusive features. InvestCloud is excited about an opportunity for an individual with experience in delivering financial technology. This role provides the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills.
Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
What does a great Business Analyst do?
In this role you will formulate and define system scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements. A great business analyst will devise or modify procedures to solve complex problems for our clients and the market we serve. This includes analysis of user needs, documentation of requirements and translation into proper system requirement specifications.
How you will provide meaningful contributions:
You will also be part of a team that reviews customer specific requests and translate business requirements into clear actionable documentation and provide solutions based on current feature functionality or new custom feature functionality.
Partner with strategic client teams, providing premium services for complex issues and work within a streamlined environment to respond quickly to client needs.
Serve as a subject matter expert and provide thought leadership to other areas of the firm with questions or issues related to our products and client functionality.
Basic Qualifications for Consideration:
Bachelor’s Degree, preferably with exposure to Business Administration and/or Computer Science 5 to 7 years of experience in Business or Systems Analysis in the Fintech space Deep knowledge and experience with Portfolio Accounting and Performance Measurement Proven ability to map data through the lifecycle of an account or account workflow Strong communication skills to clearly convey complex technical specifications to clients and internal teams Ability to collaborate with a cross-functional team to achieve results Skilled in eliciting, analyzing, specifying, and validating the business needs of stakeholders Experienced in gathering customer requirements through interviews, workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, and scenarios Demonstrated ability to work with stakeholders and project teams to prioritize collected requirements
Preferred Skills / Experience
Knowledge of managed accounts and the platforms that support them Ability to collaborate with project sponsors to define project scope and vision Experience representing the voice of the customer Skilled in making rapid tactical development decisions that impact functionality or usability Understanding of data structures and databases, and how to use that data for integration Experience with the APL separately managed accounts platform Certificate of Investment Performance Management (CIPM) from the CFA Institute
About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.
Our Values
Client Connected Human Centered Technology Forward Respect + Integrity Excellence
The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $100,000 - $140,000
Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionAnalyst, Finance, and Information Technology IndustriesSoftware Development, Financial Services, and Professional Services Referrals increase your chances of interviewing at InvestCloud, Inc. by 2x Get notified about new Senior Business Analyst jobs in
Warren, NJ . Sr Associate, Senior Business Analyst & Special Projects Jersey City, NJ $92,000.00-$136,000.00 3 weeks ago Jersey City, NJ $92,432.00-$136,600.00 2 days ago Newark, NJ $132,288.00-$191,082.67 1 month ago Vice President – Lead Business Analyst (must have Loan IQ or Loan Product knowledge) Jersey City, NJ $120,000.00-$200,000.00 1 week ago Senior Business Analyst – Solution Delivery Newark, NJ $102,890.67-$139,637.34 1 month ago Business Analyst, Applications DevelopmentSenior Business Analyst with Custody - OnsiteBusiness Analyst with PolicyCenter- RemoteSr Business Analyst With P&C Re-Insurance - HybridBusiness Analyst with Pharma Background - OnsiteVice President, IT Business Lead Analyst - C13 - JERSEY CITY We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Senior Business Analyst
role at
InvestCloud, Inc. Join to apply for the
Senior Business Analyst
role at
InvestCloud, Inc. Get AI-powered advice on this job and more exclusive features. InvestCloud is excited about an opportunity for an individual with experience in delivering financial technology. This role provides the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness to learn, and the capability to quickly master new skills.
Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
What does a great Business Analyst do?
In this role you will formulate and define system scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements. A great business analyst will devise or modify procedures to solve complex problems for our clients and the market we serve. This includes analysis of user needs, documentation of requirements and translation into proper system requirement specifications.
How you will provide meaningful contributions:
You will also be part of a team that reviews customer specific requests and translate business requirements into clear actionable documentation and provide solutions based on current feature functionality or new custom feature functionality.
Partner with strategic client teams, providing premium services for complex issues and work within a streamlined environment to respond quickly to client needs.
Serve as a subject matter expert and provide thought leadership to other areas of the firm with questions or issues related to our products and client functionality.
Basic Qualifications for Consideration:
Bachelor’s Degree, preferably with exposure to Business Administration and/or Computer Science 5 to 7 years of experience in Business or Systems Analysis in the Fintech space Deep knowledge and experience with Portfolio Accounting and Performance Measurement Proven ability to map data through the lifecycle of an account or account workflow Strong communication skills to clearly convey complex technical specifications to clients and internal teams Ability to collaborate with a cross-functional team to achieve results Skilled in eliciting, analyzing, specifying, and validating the business needs of stakeholders Experienced in gathering customer requirements through interviews, workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, and scenarios Demonstrated ability to work with stakeholders and project teams to prioritize collected requirements
Preferred Skills / Experience
Knowledge of managed accounts and the platforms that support them Ability to collaborate with project sponsors to define project scope and vision Experience representing the voice of the customer Skilled in making rapid tactical development decisions that impact functionality or usability Understanding of data structures and databases, and how to use that data for integration Experience with the APL separately managed accounts platform Certificate of Investment Performance Management (CIPM) from the CFA Institute
About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.
Our Values
Client Connected Human Centered Technology Forward Respect + Integrity Excellence
The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $100,000 - $140,000
Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionAnalyst, Finance, and Information Technology IndustriesSoftware Development, Financial Services, and Professional Services Referrals increase your chances of interviewing at InvestCloud, Inc. by 2x Get notified about new Senior Business Analyst jobs in
Warren, NJ . Sr Associate, Senior Business Analyst & Special Projects Jersey City, NJ $92,000.00-$136,000.00 3 weeks ago Jersey City, NJ $92,432.00-$136,600.00 2 days ago Newark, NJ $132,288.00-$191,082.67 1 month ago Vice President – Lead Business Analyst (must have Loan IQ or Loan Product knowledge) Jersey City, NJ $120,000.00-$200,000.00 1 week ago Senior Business Analyst – Solution Delivery Newark, NJ $102,890.67-$139,637.34 1 month ago Business Analyst, Applications DevelopmentSenior Business Analyst with Custody - OnsiteBusiness Analyst with PolicyCenter- RemoteSr Business Analyst With P&C Re-Insurance - HybridBusiness Analyst with Pharma Background - OnsiteVice President, IT Business Lead Analyst - C13 - JERSEY CITY We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr