Senior Consultant, Asset Management Data Reporting

Cognizant; Needham (MA); Hybrid; USD 90,000 - 116,000; Full time

Benefits offered by this job

Insurance

Paid time off

401(k)

Disability

Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant Consulting is seeking a Senior Consultant, Asset Management Data Reporting to combine business analysis with Agile delivery to modernize an enterprise reporting platform. You will work with stakeholders, data analysts, technology teams, the Cognizant lead, and client partners in a hybrid environment.

This hands-on role is ~60% data analysis and 40% sprint coordination, serving as a peer leader to analysts and coordinating releases while contributing directly to analysis and delivery

Qualifications

• Progressive experience in Business Analysis, Data Analysis, Investment Reporting, or Data Delivery.
• Strong understanding of investment data and data models across domains.
• Strong SQL experience, including MySQL and/or PL/SQL.
• Experience translating business reporting and data requirements into actionable platform enhancements and delivery requirements.
• Hands-on Agile experience facilitating sprint ceremonies and managing Jira backlogs, priorities, capacity, dependencies, and sprint commitments.
• Experience with release and change management processes, including ServiceNow change requests and testing.
• Bachelor's degree in Finance, Business, Information Systems, or a related field.

Responsibilities

• Analyze, profile, reconcile, and wrangle investment data across holdings, transactions, and reference data to deliver accurate reporting.
• Partner with business stakeholders to assess, prioritize, and route reporting and data requests, including Salesforce intake.
• Facilitate sprint readiness, planning, daily scrums, retrospectives, backlog management, and capacity planning in Jira.
• Coordinate ServiceNow change and release management activities, including change requests, approvals, QA, and communications.
• Support PI planning, monthly reporting, ad hoc analysis, and platform enhancements across business and tech teams.

Skills

Business Analysis

Data Analysis

Investment Reporting

Data Delivery

SQL Experience

Agile Delivery

Education

Bachelor's degree in Finance, Business, Information Systems, or related field

Tools

Jira

ServiceNow

Salesforce

VS Code

MCP server integrations

MySQL

PL/SQL

Job description

About Cognizant Consulting

Cognizant Consulting is more than Cognizant's consulting practice—we're a global community of 5,000+ experts dedicated to helping clients reimagine their business. Blending our deep industry and technology advisory capability, we create innovative business solutions for Fortune 500 clients. And now, we're looking for our next colleague who'll join us in shaping the future of business. Could it be you?

About the role

As a Senior Consultant, Asset Management Data Reporting , you will make an impact by combining hands-on business and data analysis with Agile delivery and release coordination to support the development and modernization of an enterprise reporting platform. You will be a valued member of the Client Information Delivery team and work collaboratively with business stakeholders, data analysts, technology teams, the Cognizant lead, and client partners.

This is a hands-on role with approximately 60% focused on Business/Data Analysis and data wrangling and 40% focused on Sprint and Release Management coordination . You will serve as a peer leader to the analyst team, facilitating Agile delivery and coordinating releases without formal people-management responsibility.

In this role, you will:

• Analyze, profile, reconcile, and wrangle investment data across holdings, transactions, account and security reference data, risk, and attribution, using SQL to deliver accurate and consistent reporting and platform enhancements.

• Partner with business stakeholders to assess, prioritize, and route reporting and data requests, including facilitating the weekly Salesforce request intake process and supporting transformation and modernization initiatives.

• Facilitate sprint readiness, planning, daily scrums, retrospectives, backlog management, prioritization, and team capacity planning in Jira while continuing to contribute directly to analysis and delivery work.

• Coordinate ServiceNow change and release management activities, including change requests, approvals, bi-weekly releases, QA smoke testing, analyst validation, stakeholder communications, and IT process documentation.

• Support the Cognizant lead and client teams with PI planning preparation, monthly reporting, ad hoc analysis, platform enhancements, and delivery coordination across business and technology teams.

Work model - Hybrid

We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3-4 days a week in the Wellington office in Needham, Massachusetts . Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs. The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.

What you must have to be considered

• Progressive experience in Business Analysis, Data Analysis, Investment Reporting, or Data Delivery within Asset Management, Investment Management, or Financial Services.

• Strong understanding of investment data and data models, including holdings, transactions, account and security reference data, risk, and attribution and how these domains relate across systems.

• Strong hands-on SQL experience, including MySQL and/or PL/SQL , with the ability to query legacy databases and analyze, reconcile, profile, and validate complex datasets.

• Experience translating business reporting and data requirements into actionable platform enhancements and delivery requirements.

• Hands-on Agile experience facilitating sprint ceremonies and managing Jira backlogs, priorities, capacity, dependencies, and sprint commitments for an analyst or technology delivery team.

• Experience with release and change management processes, including ServiceNow change requests, approvals, testing, validation, and release coordination .

• Ability to balance hands-on Business/Data Analysis responsibilities with Scrum facilitation and release coordination.

• Strong stakeholder management and communication skills with the ability to prioritize competing business requests and communicate system and reporting changes clearly.

• Ability to operate as a peer leader, guiding and coordinating analysts through facilitation and influence rather than formal people-management authority.

• Bachelor's degree in Finance, Business, Information Systems, or a related field, or equivalent professional experience.

These will help you succeed

• Experience supporting Asset Management or Investment Management reporting platforms .

• Experience supporting migration or transformation from legacy databases to an enterprise reporting platform.

• Familiarity with Salesforce for request intake and business prioritization.

• Experience supporting PI planning and broader Agile planning activities.

• Hands-on experience with Jira, ServiceNow, Salesforce, and enterprise process documentation/wiki solutions .

• Familiarity with VS Code and MCP server integrations .

• Agile certification such as CSM, PSM, or SAFe , or a relevant Business Analysis certification.

• Strong self-direction and the ability to manage analysis, sprint cadence, release approvals, and competing priorities simultaneously.

• Strong collaboration skills with the ability to work effectively across Cognizant and client teams in a consulting environment.

• Clear and concise written and verbal communication skills with a strong client-service mindset.

Salary and Other Compensation

Applications will be accepted until 12/11/2026

The annual salary for this position is between $90,000 - 116,000 depending on experience and other qualifications of the successful candidate.

This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.

Benefits

• Medical/Dental/Vision/Life Insurance

• Paid holidays plus Paid Time Off

• 401(k) plan and contributions

• Long-term/Short-term Disability

• Paid Parental Leave

• Employee Stock Purchase Plan

Disclaimer

The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.

Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.