Business Analyst

Dynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years, the Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world – Blackstone Growth and Francisco Partners, Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.

The Business Analyst (BA) is a highly visible position within the Client Services department and an ideal fit for candidates who are interested in the intersection of finance and technology.  The BA bridges the gap between investment and software professionals by providing subject matter expertise and experience. The BA works as part of a team of Project Managers, Client Success Managers and Support Representatives in the implementation, delivery, and support of our clients using Dynamo, a Cloud-based investment management and reporting solution.

Primary Responsibilities:

• Work on upwards of 10 client implementations at any point in time while adhering to Dynamo project management guidelines.

• Attain a billable utilization rate target greater than or equal to what is determined by your manager.

• Act as liaison between Clients’ front-, middle- and back-offices and internal Development teams by understanding investment industry practice principles and translating them into workable software solutions.

• Migrate and reconcile clients’ databases for CRM, Fundraising, Deal Sourcing, Partnership Accounting, and Portfolio Management product modules using SQL, Excel, and Dynamo Custom tools.

• Gather client requirements and perform QA for custom reports, workflows, and data integrations.

• Build strong relationships with customers.

• Perform other duties and tasks as assigned

Required Skills & Experience:

• Experience and knowledge of both liquid and illiquid investment analysis and performance reporting

• Private Equity Partnership Accounting, and Portfolio Accounting principles and fundamentals

• General knowledge of database structure that allows for quick understanding of data migration tools and processes

• Technical Skills: proficient Excel and beginner to intermediate SQL

• Experience working in the financial services industry, specifically the alternative assets space is preferred

• Progress towards CFA, CAIA, or advanced degree preferred

What we offer: 

• The ability to have an IMPACT. Good ideas come from everyone in our organization and we are agile enough to embrace new ideas and directions.
• The opportunity to gain knowledge and experience in the rapidly growing financial services and alternative assets industry.
• A very attractive work culture in an established technology company – we take pride in our work and people.
• A flexible work environment with opportunities for remote/ hybrid work or flexible hours.
• Excellent health insurance program for you and your family.
• Flexible benefits with plenty of options to choose from.
• Offsite events & teambuilding activities.

This is your opportunity to build your career with Dynamo Software. Join us today.

Dynamo Software, Inc. is an equal opportunity employer. All employment decisions and personnel actions at the Company are administered without regard to race, color, religion, creed, national origin, ancestry, sex, age, qualified mental or physical disability, sexual orientation, gender identity, genetic carrier status, any veteran status, any military service, any application for any military service, or any other category or class protected by federal, state or local laws.  All employment decisions and personnel actions, such as hiring, promotion, compensation, benefits, and termination, are and will continue to be administered in accordance with, and to further the principle of, equal employment opportunity. All personal data included in job applications is protected by Bulgarian law and will be treated confidentially. If you would like to complete the job application for this position with Dynamo Software, and submit your information to our candidate database for review for future opportunities, please indicate below. If at any point you would like your application and personal data to be removed from our database, please contact*HR@dynamosoftware.com and we will comply with your request based on GDPR standards.*