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Tier-1 brand and generalist BA title with mid-senior level create medium applicant competition.
Role requires investment management domain expertise, limiting transferability across industries.
Mandatory 7–9 years, domain expertise, and SQL requirement make shortlisting highly strict.
Lead gathering, analyzing, and documenting business requirements for investment management functions, including portfolio analytics, risk, and ESG reporting.
Perform SQL-based data analysis to support reporting, data validation, and investigate issues impacting business decisions.
Collaborate with technology and business teams to translate requirements into specifications, support implementation and testing, and improve data quality and reporting accuracy.
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.
Thorough understanding of investment management products and asset classes including Equities, Fixed Income, Derivatives, Alternatives, and Multi-Asset Investments.
Experience working in large-scale enterprise environments delivering business and technology transformation initiatives.
Experienced in investment data, reporting, and analytics with strong knowledge of investment vehicles including Mutual Funds, ETFs, and Segregated Mandates.
Able to manage end-to-end business analysis lifecycle including requirement gathering, documentation, validation, and stakeholder sign-off.
Operates effectively at the intersection of business and technology teams to drive solutions in investment operations and risk reporting domains.