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Business Analyst Financial Services

New York, New York, United States
November 21, 2017


Supporting the ongoing maintenance and stewardship of Investment Management owned data as well as being an integral part in supporting the production issue resolution process.

Requires strong analytical, data management and business analysis skills and a keen focus toward timely resolution of issues.

- Supports function of project support for data acquisition or new enhancement requests, where specific responsibilities include:

- Understanding business requirements and analyzing and documenting the required data and information about the data

- Acts as the data SME and partners with business SME’s to understand and document data requirements, including data quality and data usage needs

- Captures metadata that is accurate, complete, consistent and of use to the business

- Participates in testing of data related changes

- Ensures assigned data elements and documentation produced about the data are in adherence with enterprise defined data governance standards and best practices


• Bachelor’s Degree, preferably in Finance or Management Information Systems

• Masters or relevant industry certifications, preferable

• Experience in business analysis

• Experience in the Asset Management Industry, in particular working in the front office with exposure to investment, trading, compliance, performance and risk data

• Data Quality, Data Governance and/or Data Management experiencepreferred

• Database and SQL (Structured Query Language) experiencerequired

• Knowledge of Data Management applications

• Knowledge of Enterprise data architectures

• Knowledge of Business Intelligence and Data Mining applications

• Knowledge of investment management data, in particular performance and risk, trading, portfolio compliance, and external market data

• Knowledge of Data Management and Data Governance and technology toolsets supporting these areas, such as in the areas of data modeling, data mining, data cleansing, etc.

• Intermediate knowledge of Microsoft Excel

• Intermediate knowledge of database functionality and SQL

• Ability to understand relationship of databases and flow of data throughout the organization

• Ability to understand programming logic driving data extracts and generation of data elements

• Knowledge of Microsoft Visio

• Ability to design and develop data flow diagrams

• Strong verbal and written communication skills

• Ability to communicate effectively with persons located across different states and countries

• Strong attention to detail and excellent organizational skills

• Ability to perform multiple tasks in a fast-paced, continually changing environment

• Able to work independently and organize own time effectively

• Knowledge of using MS Project to create project schedules

• Ability to break down work into tasks and prioritize to effectively plan out work and drive to completion

• Ability to identify and meet with various business and technology stakeholders in gathering information

• Ability to organize and run meetings effectively

• Knowledge of the MIFIDII regulation would be a plus

• Ability to make independent decisions related to day to day job duties

• Ability to independently solve problems of moderate scope and complexity

• Possibly on occasion and could require global travel