Business Analyst-New Jersey, NJ /New York, NY /Chicago, IL- 3 days onsite

Business Analyst

Location- New Jersey, NJ /New York, NY /Chicago, IL- 3 days onsite

Contract

Key Requirement: Understanding "Fixed Income Portfolio Management" and prior experience in Asset Management or Financial Services is a must-have. + STRONG COMMUNICATION SKILLS.

Role- Business Analyst – Fixed Income Portfolio Management 

Position Overview

Business Analyst supporting Fixed Income Portfolio Management, with a focus on Municipal Bonds, portfolio attributes, calculations, and investment data. The role will work closely with Portfolio Managers, data, and technology teams to translate investment requirements into business rules, data specifications, and functional requirements.

Key Responsibilities

• Gather, document, and validate requirements from Portfolio Managers and investment teams
• Define security and portfolio-level attributes, calculations, and business rules
• Identify and document data points required by Portfolio Managers for investment analysis and decision-making
• Support Fixed Income portfolio analytics including yield, duration, spread, ratings, portfolio weights, sector/state exposure, and benchmark characteristics
• Translate portfolio-management requirements into functional specifications, data mappings, and user stories
• Analyze and validate investment data using SQL and data analysis
• Develop test scenarios, support UAT, and investigate data/calculation discrepancies
• Collaborate with investment, product, data, and technology teams

Required Qualifications

• 8+ years of Business Analyst experience in Asset Management or Financial Services
• Strong Fixed Income domain knowledge, preferably Municipal Bonds
• Understanding of Fixed Income portfolio management and portfolio analytics
• Experience defining and validating financial attributes and calculation logic
• Strong understanding of portfolio, holdings, security master, benchmark, and market/reference data
• Strong SQL and data-analysis skills
• Experience working directly with Portfolio Managers or investment teams