Senior Business Systems Analyst
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Key skills for this role
About the Role
Insight Global is hiring a Portfolio Management Specialist to support the implementation and evolution of a Portfolio Management platform. The role requires deep portfolio management domain expertise and experience with PMS/OMS systems, working closely with front-office stakeholders.
Key Skills for This Role
Responsibilities
- Support the implementation and evolution of a Portfolio Management platform
- Translate investment workflows into scalable platform capabilities
- Partner closely with front office stakeholders (portfolio managers, traders, investment teams)
Requirements
- Strong portfolio management domain expertise
- Experience with portfolio construction, asset allocation, rebalancing, trading workflows, performance analytics
- Experience working directly with portfolio managers, traders, or investment teams
- Experience in a Product Owner, Business Analyst, or SME role supporting PMS or OMS
- Hands on experience with portfolio platforms such as Charles River, Aladdin, SimCorp, Advent, Eagle, Wealth360
- Experience supporting system implementations, upgrades, or transformations
- Strong ability to translate investment workflows into system/product requirements
Full Job Posting
Overview
- Insight Global is hiring a Portfolio Management Specialist to support the implementation and evolution of a Portfolio Management platform.
- Role requires deep, hands on portfolio management domain expertise and experience supporting or building portfolio systems (PMS/OMS).
Requirements
- Strong portfolio management domain expertise.
- Experience with portfolio construction, asset allocation, rebalancing, trading workflows, performance analytics.
- Experience working directly with portfolio managers, traders, or investment teams (front office exposure required).
- Experience in a Product Owner, Business Analyst, or SME role supporting PMS or OMS.
- Hands on experience with portfolio platforms such as Charles River, Aladdin, SimCorp, Advent, Eagle, Wealth360.
- Experience supporting system implementations, upgrades, or transformations.
- Strong ability to translate investment workflows into system/product requirements.
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