JOB DETAILS
- Job Type: Annual ongoing contract with rollover upon renewal
- Job Timings: 9 AM - 6 PM ET
JOB PURPOSE
We are seeking an experienced Business Analyst to support Geneva implementation, migration, and optimization initiatives across investment management and fund administration platforms. The role will act as a bridge between business stakeholders, operations teams, technology teams, and vendors to ensure successful delivery of Geneva accounting and investment operations solutions.
The ideal candidate will possess detail-oriented professional to support the migration and transformation of credit portfolio data from Oasis and other legacy investment platforms into SS&C Advent Geneva. The role involves data extraction, source-to-target mapping, credit instrument configuration, reconciliation, and validation of complex investment products using SQL.
KEY RESPONSIBILITIES
- Collaborate with stakeholders to understand user and business requirements, ensuring that modifications to existing systems align with strategic objectives.
- Document business and functional requirements using tools such as process models and data models.
- Apply methodologies for gathering requirements to enhance accuracy in development and testing phases.
- Conduct unit and integration testing prior to production releases to identify and resolve Geneva system issues.
- Support migration from internal accounting platform Oasis to Geneva
- Develop and execute complex SQL queries to extract investment data from Oasis and other legacy systems.
- Analyze and validate security master data, transaction history, positions, cash balances, and reference data.
- Support data profiling, cleansing, and quality assurance activities during migration projects.
- Sound knowledge on credit instruments and reconciliation p
- Participate in continuous improvement initiatives to refine software development life cycle processes.
- Provide prompt and accurate responses to inquiries regarding Geneva and its implementation of the Accounting Life Cycle
- Ensure data products are structured, reusable, and ready for consumption, enhancing the architecture by decoupling data from systems
- Support the Data Lake team with design and implementation of scalable data pipelines.
- Utilize Agile methodologies and tools such as Azure DevOps, MS Teams, Miro, MS Suites, and SharePoint to manage tasks and workflows.
- Ensure solutions adhere to data governance, security, and compliance standards.
KEY COMPETENCIES
- Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
- 5+ years of experience in investment operations, fund accounting, or asset management.
- 3+ years of Geneva implementation or support experience.
- Strong project management and business analysis skills.
- Experience managing large-scale transformation or platform migration programs.
- Knowledge of SDLC, Agile, and Waterfall methodologies.
- Knowledge of AI capabilities and practical business applications is a plus
