Job Type:
Direct Hire
Remote Status:
Hybrid
Compensation:
$150,000 - $180,000 / yr
Houston, TX
ID
j-3893
Posted
6/10/2026
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
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