Compliance Business Analyst Jobs

Title: Compliance Business Analyst

Location: NYC or San Diego (Hybrid)

Permanent Full Time Role + Benefits

$100-180K salary (dependent on experience and level)

Job Summary

The Business Analyst carries out Business Analysis relating to our clients’ needs across various product offerings. This will include (but is not limited to) requirements gathering, defining the objectives and scope of the implementations and producing high quality Business Requirements Documents (BRD's) and Design Documents. You will be required to communicate effectively with senior client contacts as well as across multiple internal departments (e.g. Product, Operations, Engineering & Client Solutions). You will also be expected to manage multiple initiatives concurrently at varying levels of complexity.

Responsibilities

• Attend business requirements gathering sessions to gather high level requirements, document the scope of work and contribute to the estimation process
• Prescribe solutions to clients based on best practices and recommend process changes as needed
• Develop Business Requirements around compliance, portfolio modeling, private equity and portfolio management implementations, capturing the clients’ scope and objectives as well as developing thorough use cases. Liaise with internal developers, engineers & QA teams to ensure the product implemented aligns with the clients’ needs and expectations
• Conduct end-user training with a goal of ensuring widespread adoption of the Allvue software
• Effectively communicate any product defects or enhancements to product team members for inclusion in our standard configuration offering
• Some travel required
• Provide subject matter expertise on the business processes supported by the Allvue software solutions
• Gather requirements and produce Business Requirement Documents (BRDs) or Design Documents for client approval and subsequent implementation by the Allvue team

Requirements

• 3+ years experience working with CLO and/or Fund Finance investment vehicles or equivalent
• Experience performing data reconciliations
• 3+ years experience in analytical role(s) - writing business requirements and/or translating CLO indenture language
• Demonstrated understanding of alternative asset (Corporate Loan, High Yield Bond, Derivatives) analytics, order management systems and pre/post trade compliance concepts
• Must be a resourceful problem solver, and able to communicate effectively
• Must be capable of using Excel to model/test financial and analytical calculations