American Veteran Magazine

Lead Systems Analyst, Investor Engagement

Morgan Veteran Recruiting Group
September 13, 2017
Job Type



This individual  plays a critical role in clients success by providing continuous support and solutions to the firm’s globally located investors across Asset Allocation, Commodities, Equity, Fixed Income, Macro Analysis and Risk Management.

There is an opportunity for a strong Lead Systems Analyst to play a key role in this large team, deliver solutions to our business partners, solve complex problems, and generally act to ensure that service levels within this area are maintained at a high level.


·        Leadership:  Strong Leadership and delivery skills are required.  This individual will lead a team of 5.

·        Domain knowledge:  Broad investment knowledge (equities, fixed income, asset allocation. etc.). 

·        Communication skills:  This individual will interface directly with Investors so the candidate must have strong communication skills.

·        We are seeking a hands-on, technical support lead with excellent communication and problem-solving skills

·        Strong Analyst skills are required.

·        Technical skills:  SQL is a plus.


·        Interact directly with investment professionals at all levels of the organization as a trusted advisor.

·        Proactively identify issues and opportunities for improved methods and approaches to support investment processes.

·        Answer functional and technical questions from business partners and colleagues.

·        Manage production incidents, determining root cause, appropriate corrective actions, and follow-up.

·        Respond to requests from our business for adhoc analysis as well as other information delivery solutions.

·        Provide guidance and supervision of junior members of the team as well as onshore and offshore consultants.

·        Design, support, improve, and develop data validation and productivity tools and processes within this area.



·        Bachelor’s degree in Computer Science, Business, Economics, Finance or related subject


·        5+ years business analysis or systems analysis experience in financial statement analysis, investment management or financial services environment


·        Analytical and problem solving skills in buy-side investment management systems and data technologies.

·        Understanding of financial instruments such as stocks, bonds, swaps, options, futures, forwards, derivatives and FX.

·        Hands-on experience working directly with investment professionals.

·        Experience with advanced investment data concepts such as holdings, transactions, security master, analytics, and performance.

·        Excellent written and verbal communications skills.

·        High attention to detail and strong commitment to delivering quality, professional work is absolutely essential for this position.

·        Experience with SQL is a plus.

·        Willingness and ability to work independently and as part of a team, in a fast-paced, business-critical environment.

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