Senior 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.

Role Overview:

The Senior 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 Senior BA bridges the gap between investment and software professionals by providing subject matter expertise and experience. The Senior 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.

Your Responsibilities:

• Client Implementations: Manage multiple client implementations concurrently, ensuring alignment with Dynamo project management guidelines.
• Financial Subject Matter Expert: Lead the implementation for portfolio management clients and other financial based projects. This involves accurately recording historical financial data, performing performance and exposure analysis, configuring client ownership hierarchies, preparing client reports, and addressing ad-hoc client requests.
• Collaboration with Product Management and R&D: Work closely with Product Management and Research & Development teams to enhance product features based on valuable client feedback.
• Liaison Between Clients and Internal Teams: Serve as a bridge between clients’ front, middle, and back offices, and our internal Development teams. Translate investment industry best practices into practical software solutions.
• Database Migration and Reconciliation: Migrate and reconcile clients’ databases across various product modules. Utilize SQL, Excel, and Dynamo Custom tools for efficient data management.
• Client Requirements and Quality Assurance: Gather client requirements and conduct quality assurance for custom reports and workflows.
• Customer Relationship Building: Cultivate strong relationships with our valued customers.

What you bring:

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

• 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.

• Progress towards advanced financial designation (CFA, CAIA, CPA) or MBA strongly 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

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.