Lead Business Analyst - Asset Management Data

We are hiring a Lead Business Analyst - Asset Management + Data to drive Finance/IT transformation focused on upstream data quality and standardized interfaces. You will translate complex Finance data and process needs into clear requirements, partnering with Finance SMEs, architecture, and multiple IT delivery teams to validate outcomes across AUM, flows, revenues, and disclosures. Apply now to help improve end-to-end reporting consistency

Responsibilities

• Decompose the upstream landscape by detailing sources, formats, frequency, and controls, and clarify definitions such as static vs market vs fund valuation data
• Document data lineage to SIMSnew outputs and maintain an interface catalog, upstream data catalog, data definitions, lineage notes, and an open questions log
• Elicit and structure business and data requirements, define acceptance criteria, and align business rules across stakeholders
• Support solution design by clarifying intent, edge cases, and dependencies with architecture and IT delivery teams
• Create BRDs, user stories, process maps, decision logs, and sign-off packs
• Lead workshops to remove ambiguity in data definitions and ownership, establishing decision logs and explicit ownership/RACI structures
• Track cross-workstream dependencies through RAID logs, validate assumptions, and maintain end-to-end traceability across teams
• Define control descriptions and acceptance criteria that satisfy Finance quality, auditability, and evidence requirements
• Support subsystem transition strategy, including platform migrations, and manage related dependencies
• Define data schedules and snapshot needs across daily, weekly, and monthly cycles, with attention to month-end flash vs actual reporting windows
• Design and redesign business processes, approval workflows, and associated control frameworks

Requirements

• Extensive IT experience including 5+ years in senior business analysis within Agile delivery environments
• Proven capability in requirements elicitation, decomposition, prioritization, and managing sign-off, including FRD/BRD creation
• Deep expertise in data and interface analysis, including source-to-target mappings, data quality issues, and reconciliation logic
• Working knowledge of interface catalogs, data dictionaries, and data lineage documentation
• Solid background in asset management Finance data and reporting concepts, including AUM, flows, and revenue components
• Hands-on experience with SQL and data analysis techniques
• Strong understanding of controls, evidence, and auditability needs within Finance reporting environments
• Demonstrated skill in facilitating workshops, aligning multiple teams, and handling conflicting priorities
• High ownership mindset with the ability to work independently and drive analysis activities in a self-driven working style