Business Analyst (Capital Markets)
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Were hiring a Business Analyst!
Employment type: Full Time/Direct Hire (No Agencies or C2C)
Location: New York City or Charlotte NC Metropolitan Regions
Location Type: Hybrid - Home Office/Local Ippon office (1-2 days per week onsite)
About Ippon:
The Ippon story started in 2002 in Paris France - cue in the accordion. Our founder and CEO Stéphane Nomis used his unique experience as an international Judo champion to create a culture based on the sports values of ambition and excellence. Our USA Headquarters office is located in Richmond VA with additional offices in New York NY Washington DC and Atlanta GA. We are a technology consulting firm that specializes in helping accelerate our clients digital roadmap in the areas of Product Management Cloud Data and Software Engineering.
About the position:
Were seeking a Business Analyst with Asset Management experience to join our team. The ideal candidate will serve as the bridge between business and technology translating complex investment trading and portfolio management needs into clear actionable requirements and user stories. Youll work closely with cross-functional teams of consultants product owners and engineers to deliver technology-enabled solutions that improve data transparency automation and operational efficiency across investment platforms. This is a mid-to-senior-level consulting role ideal for someone who thrives on problem-solving engaging directly with clients and creating clarity in fast-moving complex environments.
Roles and Responsibilities:
- Discovery & Analysis
- Conduct client stakeholder interviews and workshops to elicit document and validate business requirements
- Analyze current-state workflows data flows and system dependencies across portfolio management trading compliance or reporting functions
- Define future-state process maps and identify improvement opportunities
- Translate requirements into epics features and user stories with clear acceptance criteria
- Analyze data quality identify gaps and quantify business impact to inform prioritization
- Data & Systems Understanding
- Partner with data and engineering teams to define data mapping lineage and transformation rules
- Use SQL or query tools to validate data sets confirm business rules and troubleshoot data quality issues
- Validate data transformations and business rules through hands-on testing and scenario analysis
- Understand investment data models reference data and integration points between front middle and back-office systems and collaborate with engineers to translate business requirements into aggregable reusable data models
- Use SQL DAX and Python to explore validate and model data in support of reporting analytics and decision-making
- Consulting & Delivery
- Frame business problems shape solution options and prioritize initiatives based on business value
- Serve as or support project leads and tech leads in defining scope timelines and delivery milestones
- Connect business objectives with technical execution ensuring data and engineering teams deliver solutions aligned to stakeholder needs
- Support UAT change management and product/project go-live readiness
- Relationship & Communication
- Build trusted advisor relationships with client business and technology stakeholders
- Clearly communicate insights findings and recommendations to executive and technical audiences
- Mentor team members by sharing knowledge of asset management concepts workflows and business drivers to strengthen their industry acumen and client impact
Competencies we are looking for:
- Minimum Qualifications:
- 5 years of Business Analyst or Product experience in Asset Management Buy side Investment Operations etc.
- 2 years of experience in consulting or client-facing roles able to assess client needs use cases structure problems communicate clearly and deliver value with minimal direction
- 2 years of experience leading product planning and sprints for the engineering team to ensure on-time feature delivery
- Strong understanding of asset classes (equities fixed income derivatives) order management systems (OMS) and performance or accounting data flows.
- Ability to interpret complex financial instruments data and transactions.
- Experience delivering solutions with data visualization tools (Power BI Tableau)
- Proficiency in reading or writing basic SQL to validate business rules test data or troubleshoot issues
- Familiarity with data warehousing concepts APIs and integration workflows
- Experience working in Agile delivery environments with tools such as Jira and Confluence
- Exceptional written and verbal communication skills with the ability to bridge business and technical domains
- Preferred Qualifications:
- Bachelors degree in Finance Business Computer Science or related field
- Relevant certifications such as CFA CAIA or PMP certification
- Python programming experience
- Prior experience working within or supporting a FINRA-member firm broker-dealer or registered investment adviser (RIA)
- Experience with investment accounting systems data integration platforms or cloud-based portfolio analytics solutions
- Exposure to regulatory initiatives (ESG reporting data lineage compliance automation)
- Familiarity with enterprise-scale software development lifecycle and associated processes
What we offer:
- Competitive salary Great starting salaries for well qualified candidates
- Generous Paid Time Off policy - Ippon offers flexible time off to help you be your best
- Health dental and vision insurance We are dedicated to helping our employees live healthier lives through comprehensive health programs
- 401k with company match - Ippon offers an industry leading 401(k) matching plan
- Family Leave - We support the importance of family and offer maternity paternity and family medical leave plans
- A fun smart and healthy work environment focused on our values and teamwork
$100000 - $160000 a year
Base salary range will be dependent on geographic location and experience.
We value the diversity and different perspectives each of our employees bring to Ippon Technologies.
Ippon Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race color religion sex sexual orientation gender identity age national origin veteran or disability status.
Visit us on LinkedIn or at to learn more.
So do YOU speak Ippon
Required Experience:
IC
Key Skills
- SQL
- Agile
- Business Analysis
- Visio
- Waterfall
- Business Process Modeling
- Requirements Gathering
- User Acceptance Testing
- Business requirements
- SDLC
- Systems Analysis
- Data Analysis Skills
About Company
Cabinet de conseil en technologie et d'expertise en développement de logiciels innovants. Nous accompagnons les entreprises dans leur transformation numérique.
