Lead II - Business Analysis

Role Description

Job Role: Technical Business Analyst – Global Data Solutions

Job Location: Chennai, Bangalore, Kochi, Trivandrum

Overview

The Technical Business Analyst will play a key role within the Global Data Solutions team, acting as the bridge between technology and investment business functions. The role focuses on driving the data platform strategy, delivering business-aligned data solutions, and ensuring measurable value across the Asset & Wealth Management ecosystem. The ideal candidate combines strong investment domain knowledge with hands-on technical expertise in data analysis, integration, and visualization.

Key Responsibilities

• Partner with investment, operations, and technology teams to deliver data-driven solutions supporting portfolio management, client reporting, compliance, and regulatory initiatives.
• Translate business requirements into detailed functional specifications, data requirements, user stories, process maps, and workflow documentation.
• Collaborate with data engineers, architects, and business stakeholders to design end-to-end data flows across front-, middle-, and back-office systems.
• Analyse large datasets across clients, portfolios, transactions, and market/reference data to identify trends, data quality gaps, and optimization opportunities.
• Develop and maintain data dictionaries, data lineage, metadata documentation, and governance artefacts.
• Define data quality rules, controls, and reconciliation processes to ensure accuracy of portfolio, market, and client data.
• Use SQL and data visualization tools to validate business logic, perform impact assessments, and present insights to senior leadership.
• Support UAT planning, execution, issue resolution, and user training for data-centric programs.
• Facilitate workshops to capture business pain points, data challenges, and automation opportunities.
• Serve as the primary liaison between business teams and technology groups, ensuring clear communication, prioritization, and delivery of data products.
  
  

Required Skills & Experience

• Strong domain expertise in Asset & Wealth Management products (mutual funds, equities, fixed income, structured products, derivatives).
• Understanding of portfolio management, client onboarding, trade lifecycle, performance reporting, and compliance frameworks.
• Proven experience in stakeholder management, requirements gathering, and workshop facilitation.
• Hands-on proficiency in SQL, data analysis, and working with structured/unstructured investment data.
• Experience in data modeling, data governance, master/reference data management, and data quality frameworks.
• Familiarity with cloud data platforms (Azure, AWS, GCP) and API-based data integration.
• Working experience with Power BI / Tableau for dashboards, analytics, and data visualization.
• Exposure to regulatory frameworks (MiFID II, ESG, SFDR, BCBS 239) within asset management.
• Strong analytical skills with the ability to convert complex data flows into clear business insights.
• Excellent communication and presentation skills for both technical and business stakeholders.
  
  

Preferred Qualifications

• Bachelor’s or Master’s degree in Finance, Computer Science, Information Systems, or related field.
• Experience in Agile delivery environments.
• Knowledge of data management tools (Collibra, Alation, Informatica) is a plus.
  
  

Skills

Business Analysis,Etl,Data Architecture