Enfusion
is hiring
Business Analyst, Portfolio Mana
About Our Company
At Enfusion, we help investment managers solve their most pressing business challenges by looking at innovation from a fundamentally unique perspective. We give them the power to see clearly—so that they can act confidently. Institutional investment managers. Hedge funds. Family offices. No matter the firm or investment strategy, all asset managers share one thing in common: a single-minded pursuit to generate maximum returns for their investors. And the driving goal behind Enfusion is to harness the power of technology to remove the operational barriers that divert asset managers’ energy away from this fundamental task.
Enfusion’s platform uses one golden source of truth to unify the front, middle, and back offices: from portfolio management and accounting all the way through to order management, execution management, and analytics. And we’ve built it specifically to run in the cloud.
Why is cloud-native multi-tenant so important? Because it makes things possible at the operational level that other Software-as-a-Service solutions simply can’t. It ensures that portfolio managers can see what the trading desk sees. It makes weekly upgrades possible. It lets clients enter new asset classes effortlessly. But perhaps most importantly of all, it means that we never stop improving.
We also help managers expand their team while controlling their headcount. Our middle and back office managed services specialists are trained to leverage our platform’s features to the fullest, helping established asset managers and new funds alike reduce costs and streamline processes across their firm.
As a Fintech leader and pioneer in developing innovative solutions, Enfusion partners with 800+ investment managers from nine global offices spanning four continents. In 2021, Enfusion was named Best EMS/OMS Provider by the Fund Intelligence Operations and Services Awards and Best Institutional Investment Solution at the FinTech Breakthrough Awards.
Job Description & Responsibilities
As a Business Analyst on our Product Management team, you will oversee the implementation of key components of Enfusion’s industry-leading Portfolio Management software. You’ll be able to make an immediate impact in how we successfully deliver and support our clients with Enfusion’s cutting edge technology platform.
The Role
As a Business Analyst for our Portfolio Management (PMS) Product team, you will oversee the implementation and consultation of Enfusion’s industry-leading Portfolio Management software. You’ll be able to make an immediate impact in how we successfully deliver and support our clients with Enfusion’s cutting edge technology platform and golden data set.
What You’ll Do
- Work directly with clients and vendors from the finance industry to gather new feature requirements for Enfusion's portfolio management system, and analyze product gaps for enhancements on functionalities we currently support
- Partner with our software development team to provide product feature design specifications, implementation details, testing scenarios and quality assurance
- Work closely with our client experience and account management team to utilize product expertise for advanced and escalated client support requests
- Work with our strategy and corporate development teams to research and discover new opportunities and workflows that aren't currently supported by our existing platform
- Work with our Business Development team to gather and assess portfolio management requirements
Requirements
What You’ll Need
- 5+ years of experience preferred, and a strong understanding of the P&L calculation, trading strategy, portfolio management, fund accounting, and cash management across the range of financial instruments (Equities, Options, Futures, FX, Fixed Income, CDS/CDX, Total Return Swaps, Stock Borrow, etc.)
- Understanding of hedge funds/asset management portfolio operation workflows
- Understanding of theoretical valuations and risk measures across ranges of financial instruments such as; options, futures, bonds, CDS/CDX, IRS, variance / volatility swaps is a plus
- Experience with financial numerical calculation modules like FinCAD, Numerix, etc is a plus
- Experience with asset management accounting software is a plus
- Experience of using Enfusion's software is a plus
- Strong analytical and problem-solving skills
What we offer
The salary range for this position is between $130,000 - $150,000 + bonus + benefits.
Note: This good faith pay range is provided in compliance with NYC law and the laws of other jurisdictions that may require a salary range in job postings.
Enfusion offers a competitive compensation and benefits package, retirement and pension plans, and generous Paid Time Off policy; and paid parental leave. Other perks include commuter benefits, and an employee assistance program. All benefits and programs are subject to applicable eligibility requirements.