Senior Business Analyst
About The Position
The Senior Business Analyst will join Strategic Investment Group’s Enterprise Solutions team, focusing on data analytics, data governance, and new software implementations. The role supports the quality, consistency, and accessibility of the firm’s data for investment operations and decision-making. Current priorities include a firm-wide data governance program, daily analysis of firm data using SQL in Snowflake, maintenance and enhancement of Salesforce, and implementation of new software and system integrations. The position works closely with business users, internal teams, and external vendors to deliver and support solutions. It calls for a self-motivated, accountable professional who takes issues from initial report through resolution, attends to details, communicates clearly, and manages multiple priorities in a dynamic environment.
Requirements
- Bachelor’s degree in Management Information Systems, Data Analytics, Business, Engineering, Economics, Finance, or a related discipline.
- Six or more years of experience as a business analyst, data analyst, investment analyst, engineer, or consultant working through all phases of project delivery.
- Strong SQL skills, including writing and troubleshooting complex queries against relational databases.
- Demonstrated problem-solving ability, including breaking ambiguous issues into parts, tracing data discrepancies to root causes across systems, and proposing practical fixes.
- Meticulous attention to detail, including catching errors, inconsistencies, and edge cases in data, requirements, and testing, and validating one’s own work.
- Self-motivation and accountability, including proactively identifying gaps, asking questions early, following open items through to closure, and delivering reliably with minimal supervision.
- Excellent interpersonal and communication skills, including the ability to collaborate with business users to elicit and define functional requirements.
- Advanced Microsoft Excel skills.
Nice To Haves
- Experience with Snowflake.
- Experience in finance, investment management, or performance systems.
- Familiarity with data governance concepts such as data quality, data lineage, master data management, and data cataloging.
- Experience with Power BI or other business intelligence and visualization tools.
- Experience using Python for data analysis, automation, or scripting.
- Familiarity with AI tooling in a data context, such as AI-assisted querying, analysis, or documentation.
- Exposure to Hex.
- Familiarity with Salesforce from a business analyst perspective, including requirements, reports, dashboards, and light configuration.
- Experience using Jira and Confluence to track and document projects.
Responsibilities
- Support implementation of new software platforms and integrations, from requirements gathering through configuration review, testing, and user adoption.
- Translate and supplement user requirements for external vendors and internal developers, breaking requests into components and providing supporting calculations and examples.
- Write and refine daily SQL queries in Snowflake to analyze, profile, and validate data across systems and ensure data integrity and reliable reporting.
- Build and maintain queries, reports, and dashboards in tools such as Hex to make data accessible to business users.
- Document implementation decisions, data flows, dependencies, and risks.
- Verify that requirements are met throughout projects through hands-on testing and coordination of User Acceptance Testing.
- Keep projects on schedule, communicate updates and blockers proactively, and manage scope expectations with internal stakeholders and vendors.
- Manage tasks across multiple workstreams with varying priorities and levels of oversight.
- Support and enhance Salesforce by defining requirements with business users, performing light configuration such as fields, reports, and dashboards, and coordinating vendors responsible for development and updates.
- Support legacy systems and internal tools, including responding to user inquiries and troubleshooting.
- Support the design and rollout of a firm-wide data governance program, including data definitions, ownership, quality standards, and supporting documentation.
- Gather requirements and develop an understanding of the data warehouse and security master.
- Perform other duties as assigned to support business initiatives.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
