Investments Business Analyst

Charlotte, North Carolina
Job Type: Contract
Posted:

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Job Title: Business Analyst – Finance Technology
Location: Hybrid onsite Charlotte NC 3 days/week – 2 days remote
Job Type: Contract – 1 year min.
MUST HAVES

  • 2 positions require strong experience with middle office bank loans and investment processes.
  • 2 positions require in-depth knowledge of private investment strategies and platforms.
  • Exceptional interpersonal skills, with the ability to interact confidently and professionally with C-level executives.
  • Bachelor’s degree required, ideally from a top-tier or globally recognized university.

We are seeking 4 skilled Business Analysts to join our dynamic finance technology team. These roles focus on private and public investments, supporting cutting-edge solutions in middle office banking and multi-strategy private investments. The ideal candidates will possess exceptional analytical skills, experience with investment technology, and the ability to interact with C-level executives in a professional and effective manner.
Key Responsibilities:

  • Collaborate with stakeholders, including senior executives, to understand business needs and translate them into technical requirements.
  • Analyze and optimize workflows related to middle office bank loans and private/public investments.
  • Develop and document business and technical requirements, ensuring alignment with strategic objectives.
  • Partner with technology teams to implement, test, and refine solutions that meet business goals.
  • Serve as a key point of contact for troubleshooting and resolving issues related to investment technology platforms.
  • Provide insights and recommendations on system enhancements to improve operational efficiency.
  • Manage and deliver high-priority projects within tight deadlines while maintaining a focus on quality and outcomes.

Qualifications:

  • Bachelor’s degree from a top-ranked university, preferably in Finance, Business, Technology, or a related field.
  • For Middle Office Banking Focus: Strong experience with middle office bank loans and investment processes.
  • For Multi-Strategy Focus: In-depth knowledge of private investment strategies and platforms.
  • 5+ years of relevant experience in financial technology or business analysis roles.
  • Exceptional interpersonal skills, with the ability to interact confidently and professionally with C-level executives.
  • Strong knowledge of private and public investment processes, systems, and technologies.
  • Proven experience in managing multiple projects simultaneously in a fast-paced environment.
  • Advanced proficiency in tools like Excel, SQL, or other analytics software is a plus.

Preferred Skills:

  • Experience with specific investment platforms or tools related to private investments.
  • A track record of success in driving technology-related initiatives within the financial sector.
  • Exceptional problem-solving skills and a detail-oriented approach.

What We Offer:

  • A collaborative and forward-thinking work environment.
  • Opportunities to work closely with senior leadership and shape innovative solutions in finance technology.

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