High growth asset management firm specializing in the wealth management space is in search of a business analyst to review portfolio operations, investor reporting, performance, and ad hoc projects relating to technology initiatives for the firm. This is a high profile role with great visibility to the COO and the partners of the firm.
Successful candidate will have 3 years of experience with investment operations, investor reporting or performance. Must have strong technical skills in dealing with large sets of data, utilizing reporting tools-SQL, Excel(advanced), Portfolio accounting software, or other relevant systems. Advent APX is highly desired. Excellent compensation and culture!