Job Description

: The Business & Data Analyst will execute data operations and business analysis functions supporting reporting and publishing initiatives supporting client reporting systems and digital applications. This includes a combination of business and data analysis, data operations responsibilities, data monitoring, issue triage and resolution, business process enhancement planning, business requirements, and defining key metrics for success criteria. This role will contribute to project execution, implementation, and testing activities. The Business & Data Analyst must be proficient in analysis, definition, communication, assessment, and validation of data and business requirements used for software development. Previous experience working with mutual funds, ETFs, and/or Institutional funds across a range of data domains such as performance, holdings, accounting, pricing, and analytics is required. Exposure to ESG data analytics and reporting desirable. Responsibilities: Perform daily data operations tasks and activities. Analyze, assess, and solicit data and business requirements. Explore external and internal data sources covering all domains of investment product periodic and reference data. Document data sourcing, delivery, and extraction solutions Develop, communicate, and explain epics & stories for agile sprints. Contribute to development and execution of data quality monitoring program supporting global investment web sites. Partner with 3 Party Software Vendors and Data Vendors as needed. Collaborate with functional areas of project teams including Project Management, Product Management, Development, Data Integration, Business Systems Analysis, Quality Assurance, and User Experience. Participate in test-plan preparation, reviews & execution. Document supporting project deliverables including process and training guides. Develop and maintain detailed requirements with considerations for scope, success factors/measures, assumptions, constraints, and dependencies. Communicate status with stakeholders, business partners and team. Develop, implement and enforce best practices and operating standards. Qualifications: 12+ years working experience in the Investment Industry with 3+ years hands on data operations experience. Strong Microsoft Excel skills and working proficiency of Visio, Powerpoint, and Word Solid understanding of waterfall and agile methods, JIRA and Confluence experience a plus Knowledge of Data development/Operations in Finance, Factset a plus Understanding of Mutual Funds, ETFs, and Institutional funds across a range of data domains including performance, holdings, accounting, pricing, and analytics. Proven ability to effectively manage time and balance priorities across multiple assignments Great attention to detail Strong interpersonal and collaboration skills Experience working with globally distributed project teams required. Proven track record of successfully delivering and executing on data driven projects through all aspects of data operations, business requirements analysis, solicitation, definition, communication, assessment, and validation.

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