Work from Office
Full Time
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Act as the primary interface between Investment Management teams and Data Engineering & Analytics groups.•Elicit, document, and translate complex business requirements into clear technical specifications (BRDs, FRDs, user stories, process flows).•Drive the design and implementation of investment data solutions, including data pipelines, reporting dashboards, and analytics platforms.•Support system configuration, integration, and user acceptance testing (UAT) for investment data platforms.•Collaborate with Data Engineers, Architects, and BI Developers to ensure alignment with business objectives and data strategy.•Lead or contribute to UAT planning and execution, including test case development, defect tracking, and resolution.•Maintain comprehensive documentation such as business process flows, data dictionaries, and traceability matrices.•Partner with data governance, compliance, and investment operations teams on cross-functional initiatives.The Minimum QualificationsEducation: Bachelors or Master s degree in Finance, Accounting, Information Systems, or Actuarial Science.Experience:•Bachelors degree in Finance, Economics, or a related discipline.•10+ years of experience as a BSA or similar role in data analytics or technology projects.•5+ years of domain experience in asset management, investment management, insurance, or financial services.•Familiarity with Investment Operations concepts such as Critical Data Elements (CDEs), data traps, and reconciliation workflows.•Working knowledge of data engineering principles: ETL/ELT, data lakes, and data warehousing.•Proficiency in BI and analytics tools such as Power BI, Tableau, MicroStrategy, and SQL.•Excellent communication, analytical thinking, and stakeholder engagement skills.•Experience working in Agile/Scrum environments with cross-functional delivery teams.The Ideal QualificationsTechnical Skills:•Proven track record of Analytical and Problem-Solving skills.•In-depth knowledge of investment data platforms, including GoldenSource, NeoXam, RIMES, JPM Fusion, etc.•Expertise in cloud data technologies such as Snowflake, Databricks, and AWS/GCP/Azure data services.•Strong understanding of data governance frameworks, metadata management, and data lineage.•Familiarity with regulatory requirements and compliance standards in the investment management industry.•Hands-on experience with IBORs such as Blackrock Alladin, CRD, Eagle STAR (ABOR), Eagle Pace, and Eagle DataMart.•Familiarity with investment data platforms such as GoldenSource, FINBOURNE, NeoXam, RIMES, and JPM Fusion.•Experience with cloud data platforms like Snowflake and Databricks.•Background in data governance, metadata management, and data lineage frameworks.Soft Skills:•Exceptional communication and interpersonal skills.•Ability to influence and motivate teams without direct authority.•Excellent time management and organizational skills, with the ability to prioritize multiple initiatives.•Ability to lead cross-functional teams and manage complex projects.•Regular meetings with the Corporate Technology leadership team•Focused one-on-one meetings with your manager•Access to mentorship opportunities•Access to learning content on Degreed and other informational platforms
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