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Business Analyst – Investment Operations
Contract / Project-Based Opportunity
We are seeking a Business Analyst for a project-based opportunity within the financial services industry. This role will support initiatives involving financial reporting, data reconciliation, file extracts, requirements documentation, testing, and process improvement.
The ideal candidate combines a strong accounting or finance background with analytical, project management, and problem-solving skills.
Key Responsibilities
- Manage finance and operations projects from requirements gathering through implementation, ensuring deliverables are completed on time and within scope.
- Develop custom reports and perform financial data reconciliations and file extract projects.
- Gather and document business and functional requirements and translate them into clear technical specifications.
- Analyze financial and operational processes and recommend solutions that improve efficiency, accuracy, and risk controls.
- Partner with business, product, technology, and other stakeholders to establish priorities and move projects forward.
- Develop UAT and acceptance test cases and perform testing to ensure solutions meet business requirements.
- Identify data discrepancies, research issues, and assist in developing appropriate solutions.
- Provide guidance and training on new processes, tools, and solutions to support successful implementation.
Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- Minimum of 2 years of relevant experience in accounting, finance, business analysis, or financial operations.
- Ability to read, understand, and provide input on financial statements and financial reporting.
- Strong Microsoft Office skills, particularly Excel, Word, and PowerPoint.
- Experience with tools such as SQL, Access, SharePoint, Dynamics, or Copilot is beneficial.
- Experience within investment management, wealth management, financial services, investment processing, or a data/technology-driven environment is a plus.
- Strong analytical, diagnostic, and problem-solving skills.
- Ability to gather requirements, manage projects, and work effectively across multiple business functions.
- Excellent written and verbal communication skills.
- Quick learner with a curious, innovative, and solutions-oriented approach.
This is an excellent contract opportunity for someone who enjoys combining finance, data, technology, and process improvement to solve business challenges.
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