Hello ,


We have the following *Business Analyst (Mutual Funds)* for our client
in *Boston,
Ma*

Please send the best candidates profiles with the following information.



*Total years of Experience: *

*Full name: ***

*Rate: ***

*Legal Status: *

*Availability for the Project: *

*Contact #: *

*E-Mail ID: *

*Current Location:*

*Location Preference:*

*Employer Details: Mail ID & Phone #*

*
*

*SEND RESUMES TO ra...@tammina.com*





 *POSITION: Business Analyst (Mutual Funds)*

*Duration: 3 months plus extensions *

*Location: Boston, Ma *

*Title: Senior Financial Services Business Analyst*

* *

****They must be in driving distance due to face to face interview and they
must have superior communication skills.  (ONLY LOCALS) *

* *



*Primary Responsibilities:*

·         Detailed documentation of design and data requirements for mutual
fund reports including web pages, fact sheets and shareholder reports

·         Determine/Document/Validate data sources for all data points
required

·         Rigorous testing, bug tracking

·         Comply with regulatory standards including Sarbanes-Oxley, FINRA
and SEC.

·         Job Requirements:

·         A bachelor’s degree or equivalent in Economics or Finance

·         Minimum of 5 years experience gathering and documenting
requirements

·         Minimum of 5 years experience testing and defect tracking

·         Proven understanding of mutual fund structure and data model,
including Class/Fund/Portfolio relationships, NAV, Performance, Assets,
Portfolio Holdings, Expenses, Distributions, etc.

·         Proven understanding of basic security attributes for Equity,
Income and Derivatives, including Sectors, Maturities, Credit Ratings,
Market Values, etc.

·         Conceptual understanding of modern portfolio theory.

·         Proven ability to query SQL Server and Oracle databases using SQL
for business analysis

·         Proven ability to succeed under strict deadlines

·         Ability to build report prototypes for proof of concept and common
requirement understanding

·         Ability to work independently with senior management and several
departments impacted by the project, such as Operations, Legal, Compliance,
Marketing, Investment Managers and IT.

·         Familiarity with Eagle PACE data model a plus

·         Familiarity with Red Dot (or any CMS) a plus







I look forward to your reply!



Best Regards



*Rahul* | Tech Tammina

Phone: 703-349-2536 | Email: ra...@tammina.con

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