Senior Business Analyst – Client Data Strategy

Responsibilities

• Collaborate with stakeholders to identify and analyze business needs, translating them into actionable requirements
• Proactively identify opportunities for process improvements. Perform gap analysis and recommend solutions to improve client data management and business outcomes
• Develop and maintain process automation workflows using Visual Studio / Claude CoPilot and Python to streamline data management and reporting processes
• Maintain Client Analytics Database Model with business driven views and custom data sets for simplified downstream consumption and reporting
• Design, build, and maintain business analytics reports and dashboards using Tableau and other visualization tools
• Conduct in-depth analysis of large volumes of client data to extract actionable insights and support strategic decision-making. Deliver business metrics and insights through reports, presentations, and interactive dashboards
• Document detailed business requirements documents, including workflows, process diagrams, and report mock-ups, ensuring clarity and alignment with stakeholders
• Manage project tasks, timelines, risks, and issues, ensuring timely and successful delivery of objectives
• Partner with IT and business teams to validate solutions through user acceptance testing (UAT) and ensure final deliverables meet both technical and business expectations
• Ensure all requirements align with enterprise data management standards

Requirements

• Bachelor’s Degree in IT, Business Analytics, or a related field of study
• 6+ years’ hands-on experience in managing data and analytics projects within Financial Services / Asset Management
• Experience working with client and product data for US mutual funds, UCITS, ETFs, Alternatives, and other fund vehicles, including fund administrator data, firm/office/financial advisor data, and client coverage models
• Strong analytical, writing, and technical skills
• Proficiency in SQL and Tableau (or comparable BI tools)
• Experience with Snowflake, Visual Studio, Claude CoPilot, Python, and Salesforce.com (or another CRM platform) is preferred
• Demonstrated ability to break down complex business problems into meaningful components and translate them into actionable business solutions
• Strong oral and written communication skills with the ability to explain technical ideas to business users
• Strong attention to detail, business acumen, and excellent time management and organizational skills
• Team player with strong work ethic and focus on meeting deadlines and objectives
• Ability to work independently and demonstrate critical thinking

Qualifications

None provided

Skills

• SQL
• Tableau
• Snowflake
• Visual Studio
• Claude CoPilot
• Python
• Tableau
• Other BI tools
• CRM platforms

Benefits

None provided

Pay

The salary range for this role is $130,000-$150,000.

Schedule

None provided