Technical Business Analyst
Core
Re-engineer client and fund data to deliver scalable, insight-led reporting and support sales growth within a Distribution function.
Role type
Technical Business Analyst (Data Transformation & Reporting)
Builds
Future state dashboards and optimized reporting flows for client, platform, and fund levels
Domain
Financial Services / Data Engineering
Deliverable
dashboards & analysis
Required skills
Translating business requirements into data attributes and KPIs, Data cleansing and standardization, Multi-source data analysis, Power BI dashboard design, Stakeholder management, UAT support
Preferred skills
Experience with financial or distribution data, Legacy reporting rationalization
Technologies
Power BI, Excel
Responsibilities
Define Distribution reporting requirements across flows, AUM, revenue, clients, platforms and mandates; Translate requirements into data attributes, business rules, transformations and KPIs; Analyse data from multiple sources to define cleansing and standardisation rules; Partner with data and BI teams to ensure data accuracy; Support the design and rollout of Power BI dashboards; Reduce reliance on manual Excel processes.
Seniority
Mid-level, hands-on IC
