Investment Reporting Business Analyst

We are looking for an experienced Business Analyst with a background in financial services, particularly in investment reporting or wealth management. The ideal candidate will have strong analytical skills and the ability to translate business requirements into effective functional and technical solutions.

Key Skills & Experience

• Experience as a Business Analyst in financial services
• Knowledge of investment reporting, financial reporting, or wealth management
• Understanding of portfolio management, valuation, or financial instruments (preferred)
• Proficiency in SQL and experience working with data systems
• Familiarity with APIs and data formats such as JSON or XML
• Experience with Agile methodologies (Scrum)
• Exposure to testing (functional, integration, or UAT)
• Strong analytical thinking and problem-solving skills
• Good communication and stakeholder management skills

Responsibilities

• Gather, analyze, and document business requirements
• Translate requirements into functional specifications for development teams
• Collaborate with IT and business stakeholders across project phases
• Support testing activities including functional and integration testing
• Ensure proper integration of solutions within existing systems
• Assist in production support and issue resolution
• Coordinate with end users during testing and deployment phases
• Contribute to continuous improvement and efficient delivery processes