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EasyAUM provides robust, software solutions for small and medium-sized, buy-side investment management firms. Our goal is to make our client's business operations efficient, adaptable and scalable, so they can focus on their products and client servicing.

We are a thriving small business in the technology industry. Our work culture is collaborative and employee driven. Going IPO is not a primary focus, nor is the best compensation package in the industry. Building work products of the highest quality, extreme client service consciousness and the collaborative work ethos are our prime drivers. If you enjoy working for such a company in the exciting investment management industry, please get in touch with us.

Our current openings are below, but with that said at EasyAUM we are always looking for senior professionals and partners in the industry with relevant technology, investment management domain and/or leadership skills.

Position: Business Analyst, Sr. Business Analyst

Responsibilities include:

Working on a subset of software products for investment managers and hedge funds in the following areas: Client Reporting and Factsheet Generation, OPERA Risk Reporting and Aggregation, Form PF Reporting, Portfolio Modeling and Construction, GIPS Performance Reporting, Market Data Integration.

Work with clients to define business requirements, analyze business drivers, understand current system processes and limitations. Work with product engineering groups to conceptualize best of breed design solutions. Work with market data providers such as Bloomberg, Thomson Reuters, Factset, MSCI Barra, as necessary to integrate portfolio analytics, fundamentals, risk analytics, securities reference and market data. Participate in sales calls, demonstrate software products; product configuration and implementation for clients. Develop and maintain documentation such as user manuals, conceptual design documents. Create test plans and test scripts, coordinate user acceptance testing with clients and track defects and communicate with clients.

Skill Requirements:

Under-graduate or Graduate Degree in accounting, finance or information technology; CFA is a plus. One to three years of experience working with business process, software design. Experience in areas such as investment operations, performance measurement or applying technology to the investment industry is preferred. Candidates should have strong communication and analytical skills, attention to detail and an aptitude for numbers. Candidates should be highly proficient in Microsoft Excel & Office products and have reasonable experience with SQL. Work attitude and ethic that complements EasyAUM organizational culture per above.

Location: San Mateo, CA

Please get in touch with us via email to rraghuram@EasyAUM.COM.