BSA SMA SQL AWS Hybrid in Atlanta
Sr. Business Systems Analyst - Separately Managed Accounts Wealth Management Platform Institutional & Retail Full Trading Lifecycle Atlanta, GA (Midtown) 4 Days Onsite - Relocation available Flextime + Unlimited PTO $165,000 $180,000 The Role You'll sit at the intersection of investment operations and platform development for a wealth management platform serving institutional and retail clients across the full trading lifecycle - from construction and rebalancing through execution and reporting.
What You'll Do
Partner with Portfolio Managers and Financial Advisors to deliver new features and customizations across digital tools, client reporting, and automations Gather requirements, build user stories, and drive testing through implementation Translate data requirements into actionable development tasks for engineering teams What We're Looking For 5+ years in Business Systems Analysis, Solutions Architecture, or similar Investment management domain experience SMA background a strong plus End-to-end trading lifecycle fluency: construction, optimization, trade modeling, rebalancing Experience across upstream/downstream systems: OMS, Analytics, Accounting, Reporting Strong SQL; cloud fluency in AWS (Lambda, S3, microservices, CI/CD) Agile/Jira