Senior Product Business Analyst - Compliance

    • Chicago, IL


We are Allvue Systems, a rapidly growing software company formed by the merger of AltaReturn and Black Mountain. Allvue has over 420 employees in offices throughout North America, Europe and Asia. We are the leading provider of software solutions for the Private Capital and Fixed Income markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals


  • Intelligent individuals looking to apply themselves creatively
  • People who are comfortable speaking up, sharing ideas and driving change
  • Energetic and passionate teammates looking for more than just a job to pay the bills
  • Hard-working individuals who habitually do more than asked


  • 5-10 years of experience writing Business Requirements for Software development or configuration OR Experience working with a Portfolio Testing / Pre and Post Trade Compliance system such as WSO Compliance, CDO Suite / Solvas, Eze Castle Compliance, or CRD
  • Working knowledge of CLO 2.0, 40 Act, UCITS, Hedge Fund, and Separately Managed Account rules is a plus
  • Experience working with an Asset Manager in a Front or Middle office role with an understanding of accounting, analytics, and compliance data is a plus
  • Ability to analyze and define requirements from Investment Management Agreement’s, CLO Indentures, Collateral Management and Administration Agreements, and other similar documents outlining specific test models and calculations
  • Performing requirements analysis with internal teams on various business functions
  • Documenting and communicating the results of your efforts
  • Effective communication of your insights and plans to cross-functional team members and product managers
  • Excellent problem solving abilities
  • Great teamwork skills
  • Well-rounded personality
  • Enthusiasm for technology and finance
  • A degree from a 4 year university
  • Exceptional communication skills (written & verbal) and be adept at listening and soliciting feedback
  • Detail-oriented & strong work ethic
  • Someone who thrives in a fast-moving environment and can successfully manage multiple competing priorities


  • Evaluate client fund structures and rules requirements to develop a comprehensive solution that models all necessary internal, investor, and legal requirements. Evaluate clients’ existing business processes to handle pre and post trade compliance, exceptions management, hypothetical analysis, and historical compliance
  • Develop Business Requirements around compliance, portfolio modeling, and portfolio management software enhancements, including liaison with implementation and client contacts to assist in product development.  Assist in training and best practices for test modeling and data analysis.
  • Effectively communicate the results of your analysis to product team members for inclusion in our standard configuration offering
  • Assist product managers in working with our automation team to develop testing plans and regressions scripts for the product.
  • Work with client project teams internally to ensure all data necessary for calculations are available, including security master, positions, and other information
  • Configure system settings and options, and execute unit/integration/acceptance testing
  • Test product-level functionality and new releases. Identify and communicate areas for improvement
  • End-user training
  • Some travel required


  • Fun, fast-paced work environment
  • Constantly evolving, cutting edge technology
  • The ability to make a significant impact immediately upon jumping in
  • An opportunity to work with some of the best firms and the best people in the financial industry
  • The ability to create change in the product we sell, by using the very same solution (in a very different way) to perform your daily job
  • Numerous team building activities to promote collaboration
  • Unlimited PTO

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law. In addition,  Allvue will provide reasonable accommodations for qualified individuals with disabilities.

Back to top