Investment Business Analyst (CFA Preferred)

Job Description:

We are seeking a detail-oriented Investment Business Analyst with a strong financial background, preferably holding a CFA qualification, to join our team. The role involves configuring investment and trading rules within our platform, collaborating closely with development and analyst teams, and ensuring the accuracy and compliance of financial calculations.

Key Responsibilities:

• Configure and implement trading and investment rules in the system according to business requirements.

• Collaborate with developers, business analysts, and QA teams to conduct testing (UAT) and validate system outputs.

• Analyze and verify financial calculations related to equities, bonds, mutual funds, fees, and cash flow.

• Understand and apply formulas for investment calculations to ensure data accuracy.

• Review and troubleshoot discrepancies in system results and work closely with technical teams to resolve issues.

• Keep up-to-date with financial products, regulations, and market practices to support rule development.

• Communicate effectively between business and technical teams to ensure seamless implementation of investment logic.

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, Computer Science, or related fields.

• CFA Level 1 or higher is strongly preferred.

• 1-3 years of experience in investment, trading, or financial systems analysis.

• Strong understanding of financial instruments including stocks, bonds, mutual funds, and associated fee structures.

• Experience with business rule configuration or working in a Rule Engine environment is a plus.

• Excellent analytical, problem-solving, and communication skills.

• Ability to work collaboratively with cross-functional teams.

Preferred Skills:

• Familiarity with investment/trading platforms and financial software.

• Knowledge of regulatory requirements related to investment products.

• Experience in system testing and validation (UAT).