We are looking for a Lead Business Analyst - Asset Management Data & Reporting to strengthen upstream data quality and interface standardization in a Finance/IT program. You will work across Finance SMEs, architecture, and IT delivery squads to turn reporting needs for AUM, flows, revenues, and disclosures into testable requirements and verified results.
Responsibilities
- Analyze the upstream landscape by mapping sources, formats, frequency, and controls, and define concepts such as static vs market vs fund valuation data
- Maintain data lineage to SIMSnew outputs and keep current an interface catalog, upstream data catalog, data definitions, lineage notes, and an open questions log
- Gather and organize business and data requirements, set acceptance criteria, and align business rules across stakeholders
- Collaborate with architecture and IT delivery teams to clarify intent, edge cases, and dependencies to support solution design
- Develop BRDs, user stories, process maps, decision logs, and sign-off packs
- Run workshops to resolve uncertainty in data definitions and ownership, creating decision logs and explicit ownership/RACI structures
- Manage cross-workstream dependencies using RAID logs, confirm assumptions, and preserve traceability across teams
- Specify control descriptions and acceptance criteria that meet Finance quality, auditability, and evidence requirements
- Assist with subsystem transition strategy, including platform migrations, and coordinate related dependencies
- Set data schedules and snapshot needs for daily, weekly, and monthly cycles, accounting for month-end flash vs actual reporting windows
- Rework business processes, approval workflows, and the associated control frameworks
Requirements
- Broad IT experience with at least 5+ years focused on senior business analysis in Agile delivery environments
- Strong track record in gathering requirements, producing FRD/BRD artifacts, decomposing needs, prioritizing work, and managing sign-offs
- Advanced skill in data and interface analysis, including source-to-target mappings, investigation of data quality issues, and reconciliation logic
- Practical familiarity with interface catalogs, data dictionaries, and documenting data lineage
- Domain knowledge of asset management Finance data and reporting concepts, including AUM, flows, and revenue components
- Working proficiency in SQL and common data analysis techniques
- Clear understanding of Finance reporting controls, including evidence and auditability requirements
- Effective workshop facilitation skills with the ability to align multiple teams and resolve conflicting priorities
- Independent, self-driven working style with strong ownership for driving analysis activities end to end