REMOTE- Business Data Analyst

About the role

The Business Data Analyst will analyze business and system requirements related to investment products, portfolios, securities, transactions, and market data. The role involves performing Source-to-Target Mapping (STTM), validating data transformation rules, conducting data reconciliation activities, supporting data migration and system enhancement initiatives, collaborating with various teams, preparing test scenarios, coordinating UAT activities, analyzing data using SQL and reporting tools, monitoring data feeds, and participating in production support activities.

Responsibilities

• Analyze business and system requirements related to investment products, portfolios, securities, transactions, and market data.
• Perform Source-to-Target Mapping (STTM) by documenting how data elements flow from upstream source systems to downstream applications.
• Validate data transformation rules, field mappings, and business logic to ensure accurate movement of investment data across systems.
• Conduct data reconciliation activities between source systems and target platforms to identify, investigate, and resolve data discrepancies.
• Support data migration, data integration, and system enhancement initiatives by validating data accuracy and completeness.
• Collaborate with business users, operations teams, developers, and QA teams to validate functional and data-related requirements.
• Help to Prepare detailed test scenarios, test cases based on business requirements.
• Help to Coordinate and support User Acceptance Testing (UAT) activities, including test execution, defect reporting, and validation of fixes.
• Analyze data using SQL and reporting tools to validate business requirements and support decision-making.
• Monitor data feeds and interfaces to ensure timely and accurate processing of investment-related data.
• Participate in production support activities, including investigation of data issues and reconciliation breaks.

Requirements

Key Skills:

• Source-to-Target Mapping (STTM)
• Data Reconciliation & Validation
• User Acceptance Testing (UAT)
• SQL Querying & Data Analysis
• Financial Instruments (Equities, Fixed Income, Derivatives)
• Excel, SQL
• Investment Domain Exposure
• Security Master Data Holdings & Positions
• Portfolio Accounting
• Investment Reporting
• IBOR/ABOR transactions

Qualifications

Qualifications:

• Experience in data analysis and business intelligence
• Strong understanding of SQL and reporting tools
• Knowledge of financial instruments and markets
• Ability to work collaboratively with cross-functional teams
• Excellent communication and problem-solving skills

Skills

Skills:

• Source-to-Target Mapping (STTM)
• Data Reconciliation & Validation
• User Acceptance Testing (UAT)
• SQL Querying & Data Analysis
• Financial Instruments (Equities, Fixed Income, Derivatives)
• Excel, SQL
• Investment Domain Exposure
• Security Master Data Holdings & Positions
• Portfolio Accounting
• Investment Reporting
• IBOR/ABOR transactions

Benefits

Everforth Apex offers a comprehensive benefits package including medical, dental, vision, life, disability, and other insurance plans, an ESPP (employee stock purchase program), a 401K program with a company match, a Health Savings Account (HSA) on the HDHP plan, a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program, and other discounts. Professional development includes an on-demand training program, access to certification prep, a library of technical and leadership courses/books/seminars, and certification discounts and perks to associations like CompTIA and IIBA. For additional information, refer to the 'Welcome Packet' provided by an Everforth Apex team member.

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

The role is remote and flexible.

Contact Information

To apply, send your resume to [email protected]. For accommodation requests, contact the Benefits Department at [email protected] or 804-523-8228. For more information about Everforth Apex's commitment to diversity and inclusion, visit their Equal Opportunity Employment page.