Senior Business Analyst – Investment Data Strategy
About The Position
The Investment Data Strategy & Architecture team is seeking an experienced Senior Business Analyst to help shape the future of investment data capabilities across the firm. This role sits at the intersection of investment management, data strategy, architecture, and technology delivery. The successful candidate will partner with Data Engineers, Architects, Front Office Stakeholders (Portfolio Managers, Traders, Research Analysts, Quants), and Technology Leaders to define and deliver strategic data capabilities that enable investment decision-making, analytics, reporting, AI, and operational efficiency. This role is ideal for someone who combines deep investment domain knowledge with strong analytical, architectural, and technology skills. You will help define enterprise investment data strategy, logical data models, metadata standards, data quality frameworks, and reusable investment data services while driving execution through agile technology teams. This position is an evolution of the traditional business analyst role, emphasizing strategic thinking, data architecture, and product ownership with a strong technical foundation.
Requirements
- 5+ years of experience in Business Analysis, Data Strategy, Data Architecture, Product Strategy, Investment Technology, or related disciplines.
- Experience within Asset Management, Investment Management, Hedge Funds, Wealth Management, Capital Markets, or related financial services organizations.
- Strong understanding of front-office investment workflows and investment data.
- Experience working directly with Portfolio Managers, Traders, Research Analysts, Risk teams, or Quantitative teams.
- Experience defining business capabilities, operating models, and strategic roadmaps.
- Experience partnering with agile software development teams.
- Demonstrated ability to lead complex cross-functional initiatives from concept through delivery.
- Strong project management and stakeholder management skills.
Nice To Haves
- Advanced SQL skills.
- Python experience for data analysis and prototyping.
- Experience working with data warehouses and analytical platforms.
- Experience creating UML diagrams, process flows, and architecture documentation.
- Strong understanding of relational data modeling concepts.
- Experience with data quality, metadata, lineage, and governance concepts.
- Experience using Jira, Confluence, and related Agile delivery tools.
Responsibilities
- Define and promote the strategic vision for investment data capabilities across the organization.
- Perform deep analysis of investment datasets, workflows, and business processes.
- Identify data quality, lineage, integrity, and operational issues and recommend solutions.
- Support root-cause analysis and remediation efforts across investment platforms.
- Use data-driven insights to influence strategic and architectural decisions.
- Drive adoption of enterprise data architecture principles, standards, and governance frameworks.
- Evaluate current-state data ecosystems and identify opportunities for simplification, standardization, and reuse.
- Support enterprise initiatives related to AI, metadata management, data governance, and data quality.
- Develop process flows, conceptual architectures, capability models, UML diagrams, and solution designs.
- Participate in architecture reviews and provide recommendations on data modeling approaches.
- Translate complex investment processes into scalable technology and data solutions.
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
