Business Systems Analyst - Portfolio Management

About this kind of role

What a Business Systems Analyst - Portfolio Management usually does. The employer's own details are in the listing.

Typically does: A Business Systems Analyst specializing in Portfolio Management analyzes business needs related to investment portfolios, working to improve processes and systems. They gather requirements from stakeholders, document those needs, and translate them into technical specifications for developers or vendors. This role often involves evaluating existing systems, identifying areas for improvement, and assisting with the implementation of new solutions. They may also support user acceptance testing and provide training to end-users.

Tools and skills: Proficiency in data analysis, SQL, Microsoft Excel, and experience with portfolio management software, business intelligence tools, and process mapping techniques are generally required.

Good fit for: Individuals with strong analytical skills, a solid understanding of financial principles, and the ability to communicate effectively with both technical and non-technical audiences often thrive in this role.