Senior Investment Analytics & Reporting BA (D365)

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

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.