Lead/Senior Business Analyst- Asset Management

Lead/Senior Business Analyst

Responsibilities

• Decompose the upstream landscape, including sources, formats, frequency and controls, and clarify key data definitions
• Document lineage from upstream sources to program outputs and maintain an interface catalog and data catalog
• Analyze key feeds and data sources, such as Salesforce, SIMCORP, Global Product Master, and GDH/LDH, along with additional product and custodian feeds
• Elicit and structure requirements across upstream data domains, including static data, AUM, flows, fund/transaction/holding data, prices, trailer fees, revenues and client data
• Define data schedules and snapshot needs on a daily, weekly and monthly basis, with attention to month-end flash versus actual reporting windows
• Establish business process definitions, approval/sign-off workflows and associated control design, including redesign of processes where needed
• Support subsystem transition strategy for platforms such as GVOR and IPR, including dependency management
• Define acceptance criteria, align business rules and support solution design by clarifying intent and edge cases
• Facilitate workshops and decision-making sessions to resolve ambiguity in data definitions and ownership, maintaining decision logs and RACI documentation
• Make cross-workstream dependencies visible early through RAID logs, confirm assumptions and maintain traceability across teams
• Produce high-quality analysis artifacts, including BRDs, user stories, process maps, decision logs and sign-off packs
• Facilitate workshops, align multiple teams and manage conflicting priorities among stakeholders

Requirements

• 7-15 years of experience in IT, with proven experience in business analysis, requirement gathering, and BRD/FRD documentation
• Knowledge of VaR calculations and risk models
• Expertise in data and interface analysis, including data flows, source-to-target mappings, data quality issues and reconciliation logic
• Background in developing and maintaining interface catalogs and data dictionaries
• Understanding of asset management Finance data and reporting concepts, such as AUM, flows and revenue components, along with the associated needs for controls, evidence and auditability
• Skills in structured requirements elicitation, decomposition, prioritization and sign-off management, with the ability to write unambiguous requirements
• Proficiency in Agile methodologies and SQL
• Competency in stakeholder management, including facilitating workshops, aligning multiple teams and managing conflicting priorities
• Capability to work independently and drive analysis activities with strong ownership and a self-driven working style