Lead Business Analyst - Asset Management Data & Reporting

We are looking for a Lead Business Analyst - Asset Management Data & Reporting to strengthen upstream data quality and interface standardization in a Finance/IT program. You will work across Finance SMEs, architecture, and IT delivery squads to turn reporting needs for AUM, flows, revenues, and disclosures into testable requirements and verified results. Apply today to drive consistent end-to-end reporting outputs

Responsibilities

• Analyze the upstream landscape by mapping sources, formats, frequency, and controls, and define concepts such as static vs market vs fund valuation data
• Maintain data lineage to SIMSnew outputs and keep current an interface catalog, upstream data catalog, data definitions, lineage notes, and an open questions log
• Gather and organize business and data requirements, set acceptance criteria, and align business rules across stakeholders
• Collaborate with architecture and IT delivery teams to clarify intent, edge cases, and dependencies to support solution design
• Develop BRDs, user stories, process maps, decision logs, and sign-off packs
• Run workshops to resolve uncertainty in data definitions and ownership, creating decision logs and explicit ownership/RACI structures
• Manage cross-workstream dependencies using RAID logs, confirm assumptions, and preserve traceability across teams
• Specify control descriptions and acceptance criteria that meet Finance quality, auditability, and evidence requirements
• Assist with subsystem transition strategy, including platform migrations, and coordinate related dependencies
• Set data schedules and snapshot needs for daily, weekly, and monthly cycles, accounting for month-end flash vs actual reporting windows
• Rework business processes, approval workflows, and the associated control frameworks

Requirements

• Broad IT experience with at least 5+ years focused on senior business analysis in Agile delivery environments
• Strong track record in gathering requirements, producing FRD/BRD artifacts, decomposing needs, prioritizing work, and managing sign-offs
• Advanced skill in data and interface analysis, including source-to-target mappings, investigation of data quality issues, and reconciliation logic
• Practical familiarity with interface catalogs, data dictionaries, and documenting data lineage
• Domain knowledge of asset management Finance data and reporting concepts, including AUM, flows, and revenue components
• Working proficiency in SQL and common data analysis techniques
• Clear understanding of Finance reporting controls, including evidence and auditability requirements
• Effective workshop facilitation skills with the ability to align multiple teams and resolve conflicting priorities
• Independent, self-driven working style with strong ownership for driving analysis activities end to end