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Tier-1 brand plus generalist Business Analyst title, but investment domain specialization narrows pool.
Requires specific investment management product and asset-class expertise, limiting cross-industry transferability.
Explicit 7–9 years requirement plus mandatory investment domain experience and SQL makes filters strict.
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Own analysis and documentation of business requirements across investment management functions including portfolio analytics, risk, ESG, and reporting.
Perform SQL-based data analysis for reporting, data validation, issue investigation and support business decision-making.
Collaborate with business and technology teams to translate requirements into functional specifications, data mappings, and support implementation and testing.
7–9 years of experience as a Business Analyst in Investment Management, Asset Management, Wealth Management, or Financial Services.
Strong hands-on experience with SQL for data analysis and validation.
Proven experience with investment data, reporting, analytics and investment products including equities, fixed income, derivatives, alternatives, mutual funds, ETFs, and other fund structures.
Work Experience Required: 7–9 years as Business Analyst in relevant financial domains.
Experienced in large-scale enterprise environments delivering business and technology transformation initiatives.
Ability to engage effectively with business stakeholders, data teams, and technology partners for cross-functional collaboration.
Familiarity or exposure to ESG, Sustainability, Responsible Investing, or Regulatory Reporting initiatives preferred.