Peak Performers · 2 days ago
Senior Investment Business Systems Analyst
Peak Performers has partnered with a Texas State Agency to assist in their search for a hybrid Sr. Investment Business System Analyst in Austin, Tx. In this position, you will be responsible for supporting the modernization of an Investment Accounting and data, enhancing key Portfolio Management data applications, and contributing to building a scalable, self-service data delivery model that increases efficiency and insights across the business.
Employment
Responsibilities
Lead the elicitation of business, data, and process requirements through interviews, workshops, document analysis, workflow reviews, and stakeholder meetings
Prepare comprehensive documentation for the Investment Accounting system and data solution including detailed front-to-back investment process workflows, data flows, source to target data maps, data definitions to ensure that processes are understood to reduce the risk of requirements gaps, and to prepare the agency for an implementation
Define specific use cases and requirements, analyze vendor capabilities, and participate in solution demonstrations that guide target system design and configuration
Assist with system implementation tasks, including configuration support, data mapping, data validation, test script development, and execution of user acceptance testing
Enhance and optimize portfolio management applications, ensuring reliable, timely, and accurate data delivery
Contribute to the development of data governance practices, including data quality checks, metadata documentation, lineage tracking, and process standardization
Support change management activities by preparing training materials, creating user documentation, and assisting with end-user onboarding
Provide advisory support to Investments leadership throughout project lifecycle, ensuring transparency, risk awareness, and alignment with strategic objectives
Design interactive dashboards, reports, and data visualizations to support investment analysis, financial reporting, and strategic decision-making
Design solutions that align with agency enterprise architecture, internal controls, and information security policies
Qualification
Required
Bachelor's degree in business, Finance, Information Systems, Computer Science, or a related field
10 years of experience as a Business Systems Analyst with a minimum of 5 years supporting data for financial systems
10 years of hands-on experience eliciting and documenting requirements, developing cross-functional maps and detailed activity level flows
5 years of hands-on experience with data analysis, data validation, and data mapping
5 years of experience in extracting data from large datasets with proficiency in writing basic to advanced SQL queries, joins, aggregations
5 years of experience with system implementations, upgrades, and integrations for top/common Investment Accounting Systems and Investment data management platforms
Experience in the investments services industry, preferably within an asset management or asset owner environment
Preferred
Professional certifications such as CBAP and CFA are a plus
Benefits
Excellent medical health, dental & vision insurance at 60 days
Our employees may choose to participate in a 403(b) retirement plan
We pay weekly through direct deposit