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Business Analyst with Capital market & Wealth Management _REMOTE Positions at Remote, Remote, USA
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From:

Srikanth,

Insoursys Inc

[email protected]

Reply to: [email protected]

Hi Professional

Hope you are doing Good..

I have an urgent opening on

Business Analyst

Position with my client. Please send me the resumes with full name, contact details, Salary, and availability date.

Requirement details

:

Title :

Business Analyst with Capital market //Wealth Management

Location : REMOTE

Duration : Contract / Full Time_Hire

Technical Skills & Knowledge:

Primary Skills
:

BA with Capital market //Wealth Management. EAGLE

Responsibilities

:

Position 1.Investment Performance- Sr BA

Good Exposure to performance(not Business exposure), need a BA with exposure to Product implementations(eagle/BBG) and Business and Systems requirement gathering

Should have prior implementation experience in Eagle

Define the fund performance principles, business logic and processes with knowledge of alternative asset management products and various performance strategies (e.g., Private Equity, Infrastructure, Long/Short)

Good knowledge around Investment data, data loading, exception reviews, fixes and monitoring

Including structures including master-feeder, fund of one, fund of funds, closed/open-end

Operational running (e.g., capital activity, investor relations) and governance

Financial data and information on the alternative assets market, tools to support investment in alternatives

Performance methodologies including Time Weighted and Internal Rate of Return (IIR)

Portfolio accounting principles, P&L and NAV calculations, attribution methodologies, and ratios specific to the Alternatives asset class

Position 2. Investment Recon -Sr BA

10 yrs. recon experience(implementation experience)-BA/DA exposure , communication skills and ability to take accountability for functional areas

Should have prior implementation experience in Eagle

Represent Aons Reconciliation team in conversations with other stakeholders (Aon & vendor) for the duration of the engagement

Define the fund reconciliation principles, business logic and processes with knowledge of

structured project infrastructure for reconciling G/L balances to business exceptions

implementation of a project infrastructure for maintenance of ledger balances to exceptions processing

reconciliation of exception to G/L Balances Interface with key Operations stakeholders and technology partners

lead meetings with managers and other subject matter experts to define and gather requirements and overall objectives Document the account workflow from the product process / reconciliation to the General Ledger

strategically mapping and maintaining the implemented General Ledger reconciliation process

implementing business rules to transform, assign ownership and normalize data across multiple systems

utilizing standard processes, design, and validation tools throughout project development life cycle

defining and building the necessary controls to ensure reporting integrity

Any other activity as directed by the Aon manager in line with the requirements for this role

Position 3.Fund Accounting- Sr BA

Good Exposure to Accounting, Need BA with product implementation experience in (Eagle/BBG)

Represent Aons Accounting team in conversations with other stakeholders (Aon & vendor) for the duration of the engagement

Define the accounting principles, business logic and processes on how to

maintain general ledger for UK, Canada, and US book of businesses

record and reconciling investment activity

perform cash reconciliations

ensure fund income and expenses, including management and performance fees, are accrued for and are in accordance with relevant accounting standards

process all investor-related transactions (e.g., subscriptions, redemptions)

prepare of financial statements

support year-end audit and tax reporting with client and auditors

Thanks & Regards

S
rikanth

L
ingala

Insoursys Inc

T:
972-440-2123

Email: [email protected] || www.insoursys.com

Keywords: business analyst
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07:17 PM 13-Dec-22


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