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Mid-level generalist BA in metro with SQL/Python, broad responsibilities, and recognizable brand increases competition.
Requires investment-management domain knowledge and data governance expertise, reducing cross-industry transferability.
Explicit years requirements, mandatory investment-management experience, and required SQL/Python skills create strict shortlisting filters.
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Own end-to-end analysis and documentation of Distribution business processes and associated data, identifying operational, financial, and technological risks.
Translate business and data requirements into technical requirements; support solution development, system testing, and user acceptance testing (UAT).
Manage scope and prioritize backlog with Product Owners; provide regular project updates and identify efficiency improvements across Distribution channels.
Bachelor’s degree in Finance, Business Administration, or Information Technology.
5-6 years of business and data analysis experience.
4-7 years of experience in Investment Management, Asset Management, or Financial Services industry.
Strong SQL and Python scripting skills; solid knowledge of data lifecycle, data governance, data modeling, and business intelligence concepts.
Experienced in handling end-to-end Distribution business processes in Financial Services, specifically Asset Management.
Capable of collaborating across business units and technology teams to translate complex business needs into clear technical requirements.
Proficient in analytical problem solving with strong data querying and validation skills using Snowflake and APIs to support data integration and quality assurance.