Full-time for Senior Business Analyst/Product Owner
Why This Role Stands Out
This Senior Business Analyst/Product Owner role offers a significant opportunity to drive a large-scale data transformation within the investment domain, ideal for experienced professionals who excel at bridging business needs with technical execution. You'll thrive by leveraging your deep investment data knowledge and analytical skills to shape impactful data solutions, contributing to a reputable company's strategic initiatives. Apply now to elevate your career in this dynamic hybrid environment!
Quick Overview
Job Description
- Collaborate with business stakeholders (investment teams, research, performance reporting, client reporting) to gather, analyze, and document data requirements.
- Translate business requirements into detailed functional specifications, including source-to-target mappings (STTM) for data migration and transformation initiatives.
- Analyze source systems and data structures to understand data lineage, quality issues, and transformation logic.
- Write and execute SQL queries for data profiling, validation, reconciliation, and root cause analysis.
- Work closely with data engineering teams (ETL/ELT, Snowflake/Databricks environments) to ensure correct implementation of business rules.
- Support data quality initiatives by defining validation rules, reconciliation logic, and exception handling processes.
- Participate in data model reviews, ensuring alignment with investment domain concepts such as portfolios, securities, benchmarks, transactions, and performance metrics.
- Assist in UAT planning and execution, including test case creation, defect tracking, and validation of transformed datasets.
- Contribute to data governance practices, including metadata documentation, data lineage tracking, and glossary definitions.
- Engage in Agile ceremonies and provide continuous feedback to improve delivery outcomes.
Strong understanding of investment management domain concepts, including:
- Public markets (equities, fixed income)
- Private investments (PE, VC, real assets)
- Portfolio structures, holdings, transactions, benchmarks
- Performance and attribution concepts
- Proven experience in data transformation or data migration programs within financial services or asset management.
- Hands-on experience in creating source-to-target mappings and functional specifications for data pipelines
- Strong SQL skills for data analysis, including joins, aggregations, window functions, and data validation queries.
- Experience working with modern data platforms such as Snowflake, Databricks, or similar cloud-based ecosystems.
- Familiarity with data warehousing concepts, dimensional modeling, and data lake architectures
- Strong analytical thinking and ability to interpret complex datasets and business rules.
- Experience working in Agile delivery environments.
- Exposure to tools/platforms commonly used in investment data ecosystems (e.g., Bloomberg, FactSet, Aladdin, Burgiss, or similar).
- Understanding of data governance frameworks, including data quality, lineage, and stewardship.
- Experience with ETL/ELT tools or orchestration frameworks (e.g., Airflow).
- Basic understanding of Python/PySpark for data analysis is a plus.
- Prior experience in working with consulting firms or investment advisors is highly desirable.
- Strong communication skills with the ability to interact with both business and technical teams.
- Attention to detail, especially in data mapping and validation activities.
- Problem-solving mindset with the ability to identify data issues and propose solutions.
- Ability to manage multiple priorities in a fast-paced transformation environment.
Skills
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