Business Data Analyst / Investment...

Talent; Sydney; On-site; AUD 120,000 - 150,000; Full time

Job summary

Talent is seeking a Business Data Analyst with investment reporting experience to support a major platform transformation within a financial services organisation.

You’ll combine business analysis and data investigation with day-to-day performance reporting across investment, product, technology and operations teams to improve reporting accuracy, strengthen controls and support the transition to a new platform.

Qualifications

• Experience in investment performance, market risk, fund or client reporting within asset management, superannuation or a related environment.
• Strong understanding of financial instruments and portfolio concepts (equities, fixed income, derivatives).
• Business analysis and change experience covering requirements, stakeholder engagement, testing and implementation.
• Confidence analyzing large datasets and working with investment data and reporting tools (Bloomberg, FactSet).
• Strong attention to detail and data quality controls.
• Clear communication with senior stakeholders.
• CFA or FRM study or qualifications is advantageous.

Responsibilities

• Gather requirements and translate them into clear specifications and test cases.
• Deliver portfolio performance reports and ad hoc analysis, investigating data and reporting issues.
• Assess the impact of platform changes on data, calculations, processes and reporting outputs.
• Support process redesign, automation, data enhancements and control improvements.
• Coordinate testing/UAT, cutover readiness and post-implementation support.
• Manage stakeholder queries, risks and dependencies, keeping delivery teams aligned.
• Maintain reporting methodologies, procedures, data definitions and control documentation.

Skills

Investment reporting

Data analysis

Stakeholder engagement

Attention to detail

Education

CFA/FRM study or qualifications

Tools

Bloomberg

FactSet

Job description

We’re looking for a Business Data Analyst with investment reporting experience to support a major platform transformation within a financial services organisation.

You’ll combine business analysis and data investigation with day-to-day performance reporting. Working across investment, product, technology and operations teams, you’ll help improve reporting accuracy, strengthen controls and support the transition to a new platform.

Responsibility

Gather requirements and translate them into clear specifications and test cases.

Deliver portfolio performance reports and ad hoc analysis, investigating data and reporting issues.

Assess the impact of platform changes on data, calculations, processes and reporting outputs.

Support process redesign, automation, data enhancements and control improvements.

Coordinate testing/UAT, cutover readiness and post-implementation support.

Manage stakeholder queries, risks and dependencies, keeping delivery teams aligned.

Maintain reporting methodologies, procedures, data definitions and control documentation.

Requirements

Experience in investment performance, market risk, fund or client reporting within asset management, superannuation or a related environment.

A sound understanding of financial instruments and portfolio concepts, including equities, fixed income and derivatives.

Business analysis and change experience covering requirements, stakeholder engagement, testing and implementation.

Confidence analysing large datasets and working with investment data and reporting tools, such as Bloomberg or FactSet.

Strong attention to detail and a practical approach to data quality and reporting controls.

Clear communication skills and confidence working with senior stakeholders.

Knowledge of benchmarking, performance attribution and time-weighted returns will be highly regarded, along with CFA or FRM study or qualifications.