Anaplan Molder

A wellestablished investment management firm is seeking a Business Analyst to partner closely with its Portfolio Finance team. This role focuses on delivering software solutions and process improvements that support investor reporting fund operations and financedriven initiatives.

The ideal candidate is analytical detailoriented and customerfocused with the ability to work effectively at the intersection of business finance and technology. This position suits someone who enjoys translating business needs into clear requirements and driving initiatives from concept through delivery.

Key Responsibilities

Project & Solution Delivery

• Lead and manage projects related to investor reporting systems and other applications supporting Portfolio Finance initiatives including new fund launches
• Partner with business stakeholders to gather analyze and document requirements; define scope; and translate needs into clear actionable deliverables
• Coordinate and guide project team members (developers testers external partners) across all phases of the system development lifecycle
• Monitor project progress manage risks and dependencies and ensure timely delivery
• Ensure solutions are tested approved and deployed in accordance with established changecontrol processes

Business Analysis & Documentation

• Produce highquality documentation including:
  • Functional and nonfunctional requirements
  • User stories and process flows
  • UI concepts and use cases
  • Project plans status updates and testing scripts
  • Training and support materials
• Plan and execute system and user acceptance testing to ensure business requirements are met
• Build strong working relationships with business users and proactively manage expectations
• Provide ongoing production support including assistance with monthly and quarterly investor/client reporting

Required Qualifications

• 2 or more years of hands-on Anaplan model development experience including model architecture module design calculations lists and hierarchies data integrations security design and production deployment.
• Strong SQL experience; PowerBI experience a plus
•  2-5 years of experience)
• Bachelors degree (Computer Science Accounting Finance Business or related field preferred)
• 35 years of experience in:
  • Business analysis business systems analysis or hybrid BA/PM roles
• Experience supporting or implementing:
  • Accounting platforms investor reporting systems or financial applications
• Strong proficiency with Microsoft Office (Word PowerPoint Visio); advanced Excel required
• Working knowledge of SQL and relational database concepts
• Project management experience working across multiple priorities
• Strong analytical organizational and communication skills
• Solid understanding of software change management and SDLC processes
• Experience with delivery tools such as Azure DevOps Atlassian (Jira/Confluence) GitHub or similar platforms

Beneficial (NicetoHave) Experience

• Background in investment management asset management private equity or commercial real estate
• Experience with investor reporting or fund accounting platforms (e.g. Investran Allvue eFront FundCount or similar)
• Experience with real estate or investment accounting systems (e.g. MRI Yardi RealPage)
• Exposure to Agile delivery environments and sprintbased development
• Experience with Power BI for reporting dashboards and data analysis
• Familiarity with investor statement production and distribution processes
• Use of AIenabled productivity tools (e.g. Copilot ChatGPT) to improve efficiency

Why This Role

• Highimpact position supporting Portfolio Finance and investorfacing reporting
• Exposure to new fund launches and evolving investment platforms
• Strong partnership with business stakeholders
• Growth opportunity within a sophisticated investment environment 

Qualifications :

 job specifications as follows:

• 2 or more years of hands-on Anaplan model development experience including model architecture module design calculations lists and hierarchies data integrations security design and production deployment.
• Strong SQL experience; PowerBI experience a plus
•  2-5 years of experience
• Fininacal Services is a must have 

Additional Information :

All your information will be kept confidential according to EEO guidelines.

Remote Work :

No

Employment Type :

Full-time