Senior Business Analyst at Invoca

Montreal, Quebec, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, Hedge FundsIndustries

Requirements

Bachelor’s or Master’s degree in Business, Finance, Computer Science, Information Systems, or a related field
Good knowledge of Excel, SQL, and data visualization tools such as Power BI and Tableau, with a proven ability to analyze data using dashboards and reports
At least 5 years of experience as a Business Analyst, including 3+ years within the technology function of a hedge fund, fund administrator, prime broker, or financial institution
Strong experience using Jira in Agile/Scrum environments, with proficiency in drafting user stories, process flows, and functional specifications
Excellent project management and communication skills, with the ability to clearly articulate and present information to stakeholders
Analytical, detail-oriented, and resourceful, with a proven ability to stay organized and manage tasks efficiently
Experience in application development related to Treasury or the Trade Life Cycle within financial services, ideally in the hedge fund space (asset)
Knowledge of middle-office hedge fund processes such as reconciliation, Treasury, NAV calculation, and margin calculation (asset)
Certifications such as CFA, FRM, PMP, or CSPO (assets)

Responsibilities

Collaborate with stakeholders, product owners, and development teams to gather and document business requirements
Serve as a liaison between business units and IT teams to ensure alignment and successful project delivery
Translate business needs into detailed user stories, epics, and acceptance criteria in Jira
Maintain and manage Jira boards, workflows, and dashboards to support agile project tracking
Analyze current business processes and identify areas for improvement
Work closely with Quality Assurance and development teams to ensure requirements are clearly understood and implemented correctly
Demonstrate strong stakeholder management skills with the ability to translate business requests into technical specifications and to challenge and refine requests when appropriate

Skills

Jira

Agile

User Stories

Epics

Acceptance Criteria

Stakeholder Management

Business Requirements

Process Analysis

Treasury Operations

Invoca

AI-powered call tracking and analytics platform

About Invoca

Invoca offers a platform for AI-powered call tracking and conversational analytics, helping businesses analyze phone calls to gain insights from customer conversations. This data is vital for marketers to optimize their advertising strategies and improve customer acquisition. The platform integrates with popular marketing tools, allowing businesses to connect offline and online customer data. Invoca's goal is to enhance marketing performance through detailed insights, enabling data-driven decisions and better return on investment.

Santa Barbara, CaliforniaHeadquarters

2008Year Founded

$194.4MTotal Funding

SERIES_FCompany Stage

Consumer Software, Enterprise Software, AI & Machine LearningIndustries

201-500Employees

Benefits

PTO

Medical, dental, & vision coverage

Mental well-being & EAP

Paid family/medical leave

Invacation (sabbatical)

Wellness subsidy

Risks

Emerging AI-driven startups could challenge Invoca's market share in conversational analytics.

Privacy regulations like GDPR may limit Invoca's data collection capabilities.

Economic downturns could reduce marketing budgets, impacting Invoca's subscription revenue.

Differentiation

Invoca leads in conversation intelligence AI, enhancing marketing and sales team efficiency.

The platform offers seamless integration with major marketing tools like Google Ads and Salesforce.

Invoca's no-code integrations simplify deployment across social media platforms like TikTok and Snapchat.

Upsides

Growing demand for AI-driven insights boosts Invoca's market potential in personalized marketing.

Recent integrations with social platforms align with expanding social media ad budgets.

Recognition as a leader in revenue execution platforms strengthens Invoca's market position.

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