Senior Business Analyst — Dynamics 365 & Integrations

That Agency; Sydney; On-site; AUD 150,000 - 190,000; Full time

Job summary

That Agency is seeking a Senior Business Analyst to support front‑office investment reporting and analytics capabilities. You will translate complex requirements into data and technology solutions, partnering with investment, portfolio management, risk and technology teams.

You will work on TRS and derivatives reporting, investment data mapping, validation and UAT, and help enhance reporting processes and analytics in a fast‑paced financial services environment.

Qualifications

• Proven BA experience within investments, superannuation or funds management, delivering front‑office reporting and analytics across performance and risk.
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Responsibilities

• Partner with front‑office investment teams to understand business requirements across reporting, analytics and portfolio management.

Skills

Investment reporting

Derivatives reporting

Portfolio analytics

Stakeholder engagement

Requirements gathering

SQL

Tools

BlackRock Aladdin

GoldenSource

Ortec Pearl

BlackRock eFront

Job description

Senior Business Analyst - Investment Reporting & Analytics

An established financial services organisation, is seeking an experienced Senior Business Analyst to support the enhancement and delivery of front‑office investment reporting and analytics capabilities.

Working closely with investment, portfolio management, risk and technology teams, you will play a key role in translating complex investment reporting requirements into practical data and technology solutions. This is an opportunity for someone with a strong understanding of investment markets, portfolio analytics and derivatives reporting who can bridge the gap between investment stakeholders and technical delivery teams.

• Partner with front‑office investment teams to understand business requirements across investment reporting, analytics and portfolio management.
• Gather, document and translate complex investment requirements into functional specifications, user stories and process designs.
• Support the development and enhancement of investment reporting and analytics capabilities.
• Work across portfolio reporting, stress testing, liquidity reporting and investment performance analytics.
• Analyse reporting requirements relating to Total Return Swaps (TRS), derivatives and other complex investment instruments.
• Work closely with data, technology and development teams to deliver reporting and analytics solutions.
• Ensure reporting outputs are accurate, consistent and aligned with investment stakeholder requirements.
• Support data mapping, validation, reconciliation and UAT activities.
• Identify opportunities to improve reporting processes, data quality and investment analytics capabilities.

About You

You will be an experienced Business Analyst with a background in investment management, superannuation, funds management or institutional financial services.

• Proven Business Analysis experience within investments, superannuation or funds management, delivering front‑office investment reporting and analytics across investment performance, portfolio exposure, risk, stress testing and liquidity.
• Strong knowledge of Total Return Swaps (TRS), OTC derivatives and complex financial instruments, including associated reporting, collateral and counterparty exposure requirements.
• Hands‑on experience with BlackRock Aladdin, particularly across investment data, portfolio analytics and risk reporting.
• Experience with investment data and platforms including GoldenSource, Ortec PEARL and BlackRock eFront, covering investment data management, performance attribution and private markets.
• Strong understanding of institutional investment environments, with the ability to engage effectively with Portfolio Managers, Investment Analysts, Risk and Technology stakeholders.
• Proven capability in requirements gathering, translating complex investment requirements into functional specifications, and supporting technology delivery, system enhancements and reporting transformations.
• Technical capability across SQL, data analytics and reporting technologies, including validating and interpreting complex investment data.

If you have a strong investment domain background and enjoy translating complex business requirements into meaningful technology solutions, we'd love to hear from you.