At Portfolio BI, it's all about data. We are the leading global provider of data solutions and services to the investment management community. We empower the most sophisticated buy-side firms to take control of their portfolio and operational data.
Our clients benefit from local technological expertise, seasoned financial experts, and our award-winning solutions and services – PBI Axiom, PBI Vector, and PBI Stratus. Our offerings ensure improved data workflow, data analytics, data governance, and data security for buy-side firms. More than 175 top-tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years. We don't just help our clients access, organize, and analyze their data; we help them act on it.
We are committed to developing our team as we grow by offering a variety of opportunities to increase knowledge, build skills, and take charge of your career.
We are seeking a dynamic and detail-oriented Business Analyst to join our team, specializing in SaaS solutions for the Alternate Asset Management sector. The ideal candidate will focus on enhancing our software solutions for data workflow and analytics, trading, and portfolio management, working closely with clients, gathering requirements, and collaborating with cross-functional teams.
You will:
- 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 asset management, or financial services industry
- 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:
You would be part of an international team of people, working on the latest technology and at the forefront of automation and innovation. We offer:
- Hybrid role with a comfortable office in the center of Belgrade
- Office Lunches & Socials
- Private medical insurance package, for you and your family
- 33 days of vacation days per year, including 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
