Generic Solutions Inc.
About the Business Analyst Role:
We are actively hiring an experienced Business Analyst with a strong background in fixed-income asset management and extensive hands-on experience with Investortools Perform. This is an onsite role based in Chicago, Illinois, and applicants must be local with proper state identification.
The selected candidate will work closely with investment professionals, portfolio managers, and compliance teams to enhance and support the firm’s investment and trading systems. If you thrive in fast-paced environments, are an analytical thinker, and have a knack for solving complex problems, we’d love to hear from you.
Education and Experience Requirements for Business Analyst Role:
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Bachelor’s degree in Finance, Technology, or a related field
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A minimum of 5 years of hands-on business analysis or systems development
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At least 5 years of experience working with Investortools Perform in a financial or asset management environment
Core Responsibilities for Business Analyst Role:
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Analyze complex business requirements and translate them into functional specifications
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Act as a liaison between investment teams and IT to improve operational workflows
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Configure and manage trade lifecycle and performance attribution in Investortools
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Develop, test, and support compliance rules within financial platforms
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Assist in system upgrades, data integration, and reporting processes
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Document processes, changes, and procedures for long-term knowledge sharing
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Identify opportunities for automation and process optimization
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Ensure project deliverables are met on time and within scope
Key Skills and Attributes for Business Analyst Role:
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Strong analytical and problem-solving skills
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Familiarity with fixed-income asset management operations
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Deep understanding of portfolio management systems and trade messaging
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Experience with performance attribution and trade allocation processes
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Excellent written and verbal communication skills
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Strong attention to detail with the ability to multitask effectively
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Ability to work both independently and collaboratively
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Demonstrated experience meeting tight deadlines with minimal supervision
Why Join Us?
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Collaborate with industry experts and seasoned investment professionals
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Be part of a mission-driven team focused on operational excellence
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Take ownership of system enhancements and workflow innovations
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Competitive compensation and benefits package
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Stable work environment with growth opportunities
FAQs:
1. What is the required experience with Investortools Perform?
Candidates must have at least 5 years of experience using Investortools Perform in a financial or asset management setting.
2. Is remote or hybrid work available for this position?
No. This is a 100% onsite role in Chicago, IL.
3. What forms of local residency proof are accepted?
Only an Illinois State ID or Illinois Driver’s License is accepted. Utility bills are not valid.
4. What industries is this experience relevant for?
Primarily candidates from fixed-income asset management, investment firms, and trading environments.
5. Are H1B or CPT visa holders eligible?
No. Only US citizens or Green Card holders can apply.
6. Is a degree mandatory?
A bachelor’s degree in Finance, Technology, or a related field is preferred, or equivalent professional experience.
7. What is the hiring timeline?
Interviews will begin immediately with a goal to fill the role within 4 to 6 weeks.
8. How is performance measured in this role?
Based on the ability to improve workflows, implement system enhancements, and meet project deadlines.
9. Is there a relocation allowance?
No, this role requires already being located in or near Chicago, IL.
10. Will this position involve direct coding or software development?
No direct coding is required, but familiarity with system configurations and workflows is important.
11. Is there any travel involved?
No, this role does not involve travel.
12. What kind of projects will I work on?
You’ll work on performance attribution systems, compliance rule development, and trade lifecycle management.
13. What tools will I use regularly?
Investortools Perform, trade messaging tools, compliance platforms, and internal portfolio systems.
14. Who will I report to?
You will report to the Director of Investment Operations or a senior project manager.
15. What is the team size?
You’ll be working with a cross-functional team of 5 to 10 members including investment analysts and IT personnel.
Ready to Apply?
Submit your updated resume and a short cover letter detailing your experience with Investortools Perform and fixed-income asset management.
Explore our Careers Page to see more job openings.
To apply for this job email your details to vamshi@gensolinc.com