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About the Role

This role focuses on delivering software solutions and process improvements that support investor reporting, fund operations, and finance-driven initiatives within an investment management firm. The ideal candidate is analytical, detail-oriented, and customer-focused, with the ability to work effectively at the intersection of business, finance, and technology.

Responsibilities

• 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 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 change-control processes.
• Produce high-quality documentation including functional and non-functional requirements, user stories, process flows, UI concepts, use cases, project plans, status updates, testing scripts, and training 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.

Requirements

• 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.
• 2-5 years of experience.
• Bachelor’s degree (Computer Science, Accounting, Finance, Business, or related field preferred).
• 3–5 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.
• Financial Services experience is a must-have.

Skills

• Anaplan model development
• SQL
• Microsoft Office (Word, PowerPoint, Visio)
• Advanced Excel
• Relational database concepts
• Software change management
• SDLC processes
• Delivery tools (Azure DevOps, Atlassian, GitHub)
• Investment modeling
• PowerBI (a plus)
• AI-enabled productivity tools (e.g., Copilot, ChatGPT)

Experience Level

• 2-5 years of experience
• 3-5 years of experience

Education Level

• Bachelor’s degree (Computer Science, Accounting, Finance, Business, or related field preferred)

Salary/Compensations

• USD 110000 - USD 120000 - yearly

About the Company

• Invesment mnagement
• A well‑established investment management firm

Equal Opportunity

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