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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Business Analysis within IT, focusing on Portfolio Analysis, Fixed Income Securities, and risk reporting. Proficient in integrating processes with Bloomberg PORT and utilizing SQL for data analysis.
Highest-signal resume keywords
Business Analyst ExperiencePortfolio AnalysisBloomberg PORT/AIM KnowledgeSQL SkillsRisk and Attribution Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisPortfolio AnalysisSQLRisk ReportingAttribution ReportingVBA/MacroPython ScriptingAgile MethodologiesFinancial ImplementationProcess Improvement
Soft Skills
Organizational SkillsVerbal CommunicationWritten CommunicationTeam CollaborationAccountability
Tools & Technologies
Bloomberg PORTMS OfficeJIRAConfluenceVS Code
Industry Keywords
Fixed Income SecuritiesOTCDerivativesFinancial ServicesAsset Management
Tech Stack
Tools & technologiesPythonSQLVBA
About the role
Key responsibilities & impact- Partner with global fixed income investment teams to support and enhance current processes
- Ensure investment processes are correctly integrated with Bloomberg PORT Enterprise for performance, attribution, and risk reporting
- Crystallize business requirements and define best practices
- Collaborate with business stakeholders to gather and document business requirements and functional specifications
- Document meeting minutes and track takeaways
- Analyze and evaluate business requirements for large-scale financial implementation projects
- Provide hands-on expertise throughout implementation
- Ensure deliverables meet product requirements
- Work with end users and project stakeholders to define best practices
- Evaluate business processes, identify improvement areas, and develop and implement solutions
- Understand upstream and downstream processes relevant to the area of expertise
- Partner with fast-paced agile teams to deliver quality software solutions to complex business problems
- Work with vendors, internal technology teams, and business stakeholders to meet project deliverables
Requirements
What you’ll need- At least 5+ years of Business Analyst experience in IT
- Experience in Portfolio Analysis, Fixed Income Securities/OTC/Derivatives, and reporting
- Relevant experience in financial services or asset management
- Knowledge of Bloomberg PORT/AIM
- Solid grasp of MS Office tool suite
- SQL skills, including creating and updating queries
- Working knowledge of JIRA/Confluence
- MS Excel VBA/Macro knowledge
- Functional knowledge of risk and attribution reporting
- Excellent organizational skills and ability to manage multiple projects and timelines
- Strong verbal and written communication skills
- Ability to collaborate as part of a team and take on additional responsibilities
- Accountability and willingness to proactively learn and improve deliverable quality and process efficiency
- Hands-on experience with VS Code and Python scripting is a plus
- Knowledge in AI technology and AI-based development is a bonus
Benefits
Comp & perks- Comprehensive, competitive benefits
- Individualized employee experience supporting balance across career, family, and community
- Investment in career development
- Incentive compensation may be included
