Investment Support Analyst - West Coast

Responsibilities

• Providing regular front office support for day-to-day order management system activities
• Participating as part of the team in client project scoping
• Assisting in project analysis (requirements gathering, interviews, workflow analysis, and data analysis)
• Executing testing plans (i.e. unit testing, use case testing, organized QA/UAT/Parallel testing)
• Assisting in the planning, organization, and executing of all tasks involved in the migration process from the test environment to the go-live environment
• Working with the team to execute all tasks in the client’s “post-go-live” environment
• Other responsibilities may include market research; thought leadership on investment management technological trends, and internal strategic company initiatives to help expand our service offerings

Requirements

• Bachelor’s degree in Finance or related field or equivalent experience
• 5+ years of investment management experience (experience may include relevant internship experience or project related experience in investment technology)
• Strong project management and business analysis skills
• Strong knowledge of equities, fixed income, derivatives, and the trade order life cycle
• Experience with VBA
• Experience with SQL
• Solid written and oral communications skills
• Experience working with trade order management systems is a plus
• Experience in creating and executing test plans on projects is a plus
• Understanding of compliance and the Investment Company Act of 1940 is a plus
• Knowledge of relational databases and how to code SQL in Oracle, MS SQL Server or Sybase is a plus

Qualifications

Travel required to Sacramento office. Currently 3 days in the office per week (subject to change).

Benefits

• Medical / Dental / Vision
• 401k with company match
• Paid time off (holidays, vacation and sick days)

• Visit https://impconsults.com and go to the Career Page