Senior Business Analyst for Performance Attribution

• Position Overview

We are seeking an experienced Senior Business Analyst to lead business analysis activities for our Performance Attribution project. This role will be responsible for bridging the gap between business stakeholders and technical teams to ensure successful delivery of performance attribution solutions that meet business requirements and regulatory compliance standards.

• Key Responsibilities
• Business Analysis & Requirements Management

- Lead requirements gathering sessions with portfolio managers, investment analysts, and other stakeholders

- Conduct stakeholder analysis and develop communication strategies

- Document and analyze current state performance attribution processes and identify improvement opportunities

- Define detailed functional and non-functional requirements for performance attribution systems

- Create comprehensive business requirements documents (BRDs) and functional specifications

- Manage requirements traceability throughout the project lifecycle

- Facilitate requirements validation and sign-off processes

• Process Analysis & Design

- Map current state business processes related to performance attribution

- Design future state processes that optimize efficiency and accuracy

- Identify automation opportunities and workflow improvements

- Develop process documentation and standard operating procedures

- Conduct gap analysis between current and desired state

• Data Analysis & Modeling

- Analyze portfolio data, benchmark data, and attribution methodologies

- Work with data teams to define data requirements and quality standards

- Validate data mapping and transformation rules

- Support development of attribution calculation logic and algorithms

- Ensure data lineage and audit trail requirements are met

• Testing & Quality Assurance

- Develop comprehensive test plans and test cases

- Coordinate user acceptance testing (UAT) activities

- Support system integration testing and performance testing

- Validate business rules and calculation accuracy

- Ensure compliance with regulatory and audit requirements

• Project Support

- Participate in project planning and estimation activities

- Track and report on requirements delivery and testing progress

- Identify and escalate project risks and issues

- Support change management and training initiatives

- Assist with go-live planning and post-implementation support

• Required Qualifications

- 7+ years of business analysis experience in financial services

- 3+ years of experience with performance attribution or investment analytics projects

- Experience with portfolio management systems and investment data

 - Deep understanding of investment management business processes

- Ability to translate complex business requirements into technical specifications

- Knowledge of asset classes (equities, fixed income, alternatives)

- Familiarity with risk management and compliance frameworks

- Experience with performance measurement standards and best practices

- Experience with investment management concepts (portfolios, benchmarks, securities)

- Proficiency in requirements management tools (JIRA, Confluence, Azure DevOps)

- Advanced Excel skills and experience with financial modeling

- Familiarity with SQL and database concepts

- Experience with data visualization tools (Tableau, Power BI)

- Experience with Agile/Scrum methodologies

- Strong team player who can work effectively across departments

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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