Business Analyst / Project Manager with financial benchmark data Experience

Key Responsibilities — Business Analyst

• Collaborate with developers to review requirements, define estimates, and create development tickets for tracking.
• Perform data analysis to ensure the quality of data deliverables, including basic SQL queries (select/update) to validate what end users are seeing.
• Work closely with data owners and stewards to keep scope and requirements up to date.
• Produce Business Requirements Documents (BRDs), share with stakeholders, gather feedback, and iterate.
• Perform testing to support software releases.

Key Responsibilities — Project Manager

• Lead scoping and requirements discussions with internal stakeholders on benchmarks.
• Launch the project formally — send the kickoff communication, schedule stakeholder meetings, set expectations, and drive the agenda.
• Partner with business and technical owners to communicate the project plan and track delivery against it.
• Manage regular reviews of project status, deliverables and issues with tech leads and business stakeholders.
• Produce written call summaries and weekly status updates for upper management after every significant meeting.
• Configure and manage access levels to the benchmark application by user group and data domain (e.g., Boston vs. New York entitlements).
• Coordinate project releases, stakeholder training, and internal communications.
• Ensure all actionable items are tracked as Jira tickets or in Confluence.
• Help guide the team in adopting and adhering to Agile/Scrum best practices and principles.
• Foster collaboration within the team and across departments to ensure alignment on project goals and deliverables.
• Act as a servant leader to empower the team and support their growth and productivity.

Desired Candidate Profile

• Expertise in stakeholder management — the ability to influence and work closely with senior stakeholders and drive toward solutions and buy-in.
• Self-directed operator who can launch a project, set expectations, and run it without close supervision.
• Strong understanding of relational database technologies.
• Strong verbal and written communication skills, including producing clear BRDs, meeting summaries, and status updates.
• Experience working with FactSet benchmark data and State Street benchmark data.

Required Skills

• Working knowledge of SQL for data analysis (basic select and update queries).
• Expertise in financial benchmark data.
• Proven experience showing deep understanding of master data management challenges in large financial firms (specifically Asset Management) and track record of designing and implementing solutions in this space.
• Expertise in data governance, including data access entitlements defined by data owners and regulatory considerations.
• Professional experience actively managing the relationship with data owners, data stewards, data engineers, data analysts, business users to carefully define requirements and lead the project to meet expectations.
• Expertise in project management and project governance, with proven experience launching and delivering projects from kickoff to release.
• Proficiency with Jira and Confluence.

Desired Skills

• 10+ years professional experience in financial services or asset management.
• High-level familiarity with cloud-hosted applications and technologies.
• Experience working in both Agile and waterfall project environments.
• Ability to work independently, knowing when to escalate issues as appropriate.
• Accountability and willingness to be proactive in learning and improving the quality of deliverables and efficiency of processes.