Senior Business Analyst/Product Owner

Senior Business Analyst/Product Owner

Data Transformation (Investment Domain)

Location : Boston, MA or Arlington, VA or Florham Park, NJ (3 Days Onsite)

Full Time

Required Skills and Experience

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

Other experiences:

• 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

Preferred Qualifications:

• 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.

Key Competencies

• 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.