Senior Consultant - Alternative Investments

Job description

We’re currently searching for an experienced business analyst to help guide the development of systems which provide cutting-edge alternative assets to clients. Capco is helping a client build platforms which support alternative investments for their clients and we are looking to bring on an expert with a deep understanding of alternative assets, portfolio management/trading systems & processes, and strong skills as a business analyst to help with the creation of requirements, and overseeing the execution of the vision.

Objectives of this role

• Determine and write user requirements & user stories, to ensure maximum usability, taking into account user experience
• Identify best practices and make decisions by evaluating data
• Serve as a thought leader for the products and the technical business processes – creating the vision for developing innovative systems prototypes
• Create and implement precise project management plans
• Ensure transparent communication at all levels and ensure awareness of requirements across business units
• Perform, evaluate, and communicate quality assurance at every stage of systems development

Responsibilities

• Write user stories for alternative asset platform features
• Partner with stakeholders across business units (ex: portfolio managers, quants, marketing, operations, risk, compliance) to develop analyses and documentation in a collaborative way
• Communicating effectively and efficiently with all stakeholders, occasionally providing senior leadership with monthly status reports
• Evaluate, analyze, and communicate systems requirements
• Author and update internal and external documentation, and formally initiate and deliver business requirements and documentation

Required skills and qualifications

• Five or more years of experience in a business analyst or technical role within a financial institution
• Knowledge of alternative assets (real estate, private equity, private credit)
• Understanding of back-office operations (portfolio management/trading/compliance systems)
• Proven analytical abilities
• Strong familiarity with Word, Excel, and PowerPoint
• Experience in generating process documentation and reports
• Excellent communication skills, with an ability to translate data into actionable insights

Preferred skills and qualifications

• Bachelor’s degree (or equivalent) in information technology or computer science or finance with a strong understanding of technology
• Strong working knowledge of other Microsoft applications, including Visio
• Proven ability to manage projects and user testing
• Extensive experience with data visualization
• Technical writing (user stories, functional requirements, etc)

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