Consulting Career Opportunities: Business/Data Analyst

At Grandview, our team of financial services industry experts approaches every client challenge as their own. Whether guiding investment management firms through technology transformation, delivering insightful dashboards and reports to business teams, or integrating data across systems to foster automation and integrity, we are driven by a common goal to be the best in the world at helping financial institutions manage their business systems and data assets.

If you love solving complex data and technology problems with creativity, drive, and determination, then Grandview may be the place for you. If you appreciate variety in your work and collaboration with client stakeholders to deliver data and technology solutions that make work faster and more effective, then we want to talk to you!  At Grandview, your career growth is only bound by your imagination and drive. We encourage a growth mindset and value fresh perspectives and grand ideas. Grand careers start at Grandview!

The Role: Business/Data Analyst (Full-Time Exempt or Contract-Based Hourly)

Business/Data Analysts (BA) are the data savvy change agents for our clients, bringing a valuable suite of financial industry knowledge and experience across asset classes, fund structures, investment operations functions and technology platforms. At Grandview, we use the term Business Analyst (BA) instead of consultant.

Our engagements allow you to leverage your investment industry and data analysis skills on transformational data and technology projects for asset managers, insurance companies, banks, asset administrators and fintech providers. We invite you to view client case studies on Typical projects may include:  

  • Implementing or updating OMS, accounting, portfolio management and compliance systems
  • Extracting, cleansing, and integrating data across multiple systems for streamlined processes, golden source, insightful dashboards, and reporting solutions
  • Designing and implementing data governance programs
  • Selecting investment management related technology vendors or migrating to SaaS/cloud platforms
  • Redesigning and documenting business workflows and procedures
  • Creating and implementing client and performance reporting systems and processes

Required Qualifications

  • 7+ years of financial industry experience in investment management – asset manager, insurance, bank, trustee, PE/Hedge fund, fund/asset administrator, or fintech company with front/middle/back-office data and technology platform experience 
  • Deep knowledge of one or more investment asset classes and related data characteristics, operational functions, and technology platforms (i.e., trade, post-trade, portfolio management, compliance)
  • Proficient analyzing, extracting, and loading large data sets using Excel, SQL, ETL, BI Tools
  • Experience leading 2 or more complex investment related projects
  • Proficient in Word, Excel, PowerPoint, Visio to document and present current state, analysis, solutions
  • Able to work independently to solve complex problems from both a business and technology perspective
  • A strong desire to work in a client-focused, collaborative, fast-paced environment
  • Roll-up-your-sleeves, get “into” the data mindset 
  • Awareness and career intentions to champion and contribute to a small, growing company
  • Must be eligible to work in the U.S. indefinitely without sponsorship
  • Based in Greater Chicago or NYC area; willing to work hybrid (remote and onsite), light travel

Financial Industry/Investment Management Expertise

What sets Grandview apart from other consulting firms is that every Grandview business analyst comes from the financial services industry with:

  • Direct knowledge and experience of the investment lifecycle, investment data, data flows, asset characteristics, fund structures and related front-middle-back-office investment operations functions
  • Knowledge of market data sources and data flows, ABOR and IBOR technology platforms and upstream and downstream use of investment data
  • Business, data, technology, and project experience in the front, middle or back-office, or IT/PMO

Technical Data and Business Analysis

This role leans technical, as a core component of most engagements includes analyzing and reporting on large data sets across multiple systems in the investment space. A typical day includes using Excel and SQL queries for data extraction, comparison, and root cause analysis, ETL processes, and data visualization using BI/reporting tools such as Power BI or Tableau. We expect at minimum advanced Excel skills.

  • Leverage knowledge of investment data and technology to solve complex problems
  • Use Advanced Excel and basic SQL to analyze large data sets and perform root-cause analysis
  • Build and maintain data in value-added reports and dashboards using tools such as Power BI, Tableau, Business Objects, Crystal Reports
  • Design and deploy data governance and data integrity best practices
  • Conduct analysis and document recommendations on database architecture and design, vendor selections, business and data workflows, data management, and operational processes

Project Management, Testing and Production Support Responsibilities

You may not have held the title of “project manager” but your experience leading major projects or project workstreams is valuable baseline knowledge upon which to build more advanced project management, program governance, stakeholder communication, issue tracking and risk management skill sets.  

  • Excel in a fast-paced, complex project management environment using Grandview methodologies for project planning, execution, documentation, issue tracking and stakeholder updates
  • Manage program governance including budgets, milestones, timelines, and stakeholder updates
  • Identify, escalate, and resolve project implementation and production support issues using tools such as Jira, and effectively raise issues and provide status updates to stakeholders
  • Document business requirements, policies, procedures, current state, gap analysis, data/workflows
  • Lead or support test planning and execution, and post-production issue resolution

Client Relationship Management and Communication

We take a client-focused, hands-on approach to building relationships with our clients and earning their trust.  Professionalism, poise, patience, and persistence are hallmark attributes needed to cut through the noise and guide stakeholders through iterative solutions. We emphasize regular, concise, and accountable communication.

  • Build value-added partnerships and consult with stakeholders, project sponsors, executives, workstream leaders, subject matter experts, IT, and business users
  • Navigate client organizations in a resourceful and professional manner
  • Maintain poise and professionalism in a client-focused, fast-paced, dynamic environment, pivot quickly to meet client deadlines and requirements
  • Clearly and concisely communicate and document agenda, issues, and action items in kickoff, daily, weekly, milestone and debrief meetings with stakeholders at various levels
  • Write and document in an organized, concise manner and use effective visuals and storytelling using Word, PowerPoint, Excel, and BI Tools

If you meet the required qualifications and are interested in finding out more, please email your resume (.PDF) and a brief statement of interest, subject line: Business Analyst, to