Business Analyst - Implementation

Overview

We are FundCount, a growing international fintech company with a 20-year history and a global office and staff footprint. We provide a unified software solution for investment, general, and partnership accounting and analysis. Our product delivers operational efficiency and insight to investment management professionals — family offices, fund administrators, and alternative fund managers.

Business Analyst will be responsible for working closely with FundCount’s clients, prospects, and, if required, internal functional areas to: 

• Work with our implementation and customer support teams, answer complex client questions and manage use cases testing various capabilities of FundCount. 
• Perform analysis and specification writing for investment accounting data mapping and migration processes. 
• Gather, analyze, and transform clients’ fund accounting & investment analysis feature requirements into system specifications. 
• Provide product support and training to functional teams such as Sales, Product Management, Marketing, Tech Writers, Implementation, Customer Service, Developers, and QA testing. 

We require a Business Analyst based in Europe. 

This position involves short business trips.

Our product

All portfolio and partnership accounting activity in FundCount is aggregated within one software system and flows through a single general ledger. Investment information is consolidated, accurate, and instantly available, providing insight and the foundation for in-depth analysis that drives decision-making. 

Our clients are single and multi-family offices, fund administrators, private equity firms, and hedge funds.

Responsibilities

Core

• Focus on solving business problems — conduct market analysis and produce comprehensive product/service requirements and detailed specifications for existing and new financial functionality, interfaces, and reports. 
• Analyze clients’ investment accounting processes and systems, including those involving FundCount and surrounding applications. Transform this analysis into system-wide configuration instructions. 
• Solicit and document client business requirements — work collaboratively with clients and FundCount staff to provide consultative support regarding applications and business processes.
• Provide hands-on product support and training to clients and FundCount internal teams. 
• Conduct necessary research, prepare business/functional requirements, and review functional designs and product documentation articles. 
• Work with technical and development staff to conduct user-acceptance testing, including preparing test data and user-acceptance testing documents. 
• Develop data mapping specifications for existing and new data import and export interfaces between FundCount and third-party investment management systems and services. 

Additional

• Work with Sales, convert prospect data, and set up use-case scenarios for proof of concept and demo exercises.  
• Lead demonstrations with business, support, and customer training groups for new and improved applications, communicate detailed descriptions of functionality changes, and provide follow-up support as required. 
• Build relationships internally and collaborate effectively on cross-functional teams. 
• Present recommendations in a logical, concise, and influencing manner.

Critical Success Factors

• Bachelor’s degree in science, mathematics, accounting, or finance. 
• 2+ years of relevant experience in fund administration, family offices, or investment accounting & technology (fund accounting and administration systems).
• Experience with research, requirements capture, and business analysis on IT projects for complex financial applications in the alternative fund industry.
• Strong knowledge of a broad range of investment management products, including equities, fixed income, derivatives, hedge funds, private equity funds, and real estate funds, is highly desirable.
• Strong MS Excel skills and familiarity with Jira or similar task/issue management systems.
• Ability to learn new things quickly and work independently and as a project team member.

• Excellent interpersonal, verbal, and written communication skills.
• Willingness to travel within the region to conduct client training approximately 20% of the time.

Our offer

• Full-time, 40 hours per week.
• 100% remote work.
• Competitive salary + bonuses.
• Reporting to the Director of Implementations.