Portfolio BI

Business Analyst – Alternative Investments

Portfolio BI

full-time

Posted on:

Location Type: Hybrid

Location: Belgrade • Serbia

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Tech Stack

SQL

About the role

  • Serve as the primary point of contact for clients, understanding their needs and providing tailored solutions
  • Collaborate with stakeholders to gather and document business requirements and understand their needs and objectives
  • Translate business needs into detailed functional specifications for the development team
  • Ensure all requirements are clearly communicated and understood by all parties involved
  • Work closely with software development teams
  • Monitor and report on the effectiveness and efficiency of implemented solutions
  • Communicate effectively with cross-functional teams to ensure alignment and successful project delivery
  • Conduct user acceptance testing (UAT) to ensure the software meets business needs and quality standards
  • Collect, analyze, and interpret financial and operational data to support decision-making processes
  • Provide training and support to end-users on new software features and functionalities

Requirements

  • 5+ years of proven experience in business analysis within the alternative investment and SaaS/software product space
  • Strong understanding of public market securities (Equity, Fixed Income, Equity Derivates, etc) along with trade life cycle - Subject Matter Expert in the field
  • Strong understanding of SaaS solutions and their application in trading and portfolio management
  • Proficiency in data analysis tools and software (e.g., Excel, SQL)
  • Excellent communication and presentation skills in English language
  • Ability to work independently and collaboratively in a fast-paced environment
  • Strong analytical and problem-solving skills
  • Detail-oriented with the ability to manage multiple tasks and prioritize effectively
  • Excellent interpersonal skills and the ability to build relationships with stakeholders
  • Bachelor’s degree in Finance, Economics, Business Administration, Computer Science, or a related field. An MBA or CFA designation is a plus
Benefits
  • Hybrid role with a comfortable office in the center of Belgrade
  • Office Lunches & Socials
  • Private medical insurance package, for you and your family
  • Start of 23 days of vacation per year, plus public holidays
  • Permanent employment contract
  • Access to training and coaching to support your professional development (A Cloud Guru and Pluralsight)
  • The opportunity to receive a yearly performance bonus
  • Collaboration with talented, enthusiastic, global teams
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business analysisdata analysisuser acceptance testingfunctional specificationsfinancial data analysisoperational data analysisSaaS solutionspublic market securitiestrade life cycleportfolio management
Soft Skills
communication skillspresentation skillsanalytical skillsproblem-solving skillsdetail-orientedinterpersonal skillsrelationship buildingindependent workcollaborative worktask prioritization
Certifications
Bachelor’s degreeMBACFA