Our client is seeking a Business Data Analyst to lead historical data backfill and gap analysis efforts across legacy accounting systems and the strategic data warehouse, bridging business and technology teams to identify, document, and close critical data gaps in an investment management environment.
Responsibilities & Qualifications
Analyze historical data from legacy accounting systems and databases, comparing datasets against the firm's strategic data warehouse and systems of record
Perform data lineage analysis to map data flow across multiple platforms and identify root causes of discrepancies
Identify, document, and prioritize data gaps between legacy systems and the strategic data model, assessing business impact with Front Office Trading and Portfolio Management teams
Define functional requirements and create comprehensive business requirements, process documentation, and data mapping artifacts for gap remediation
Partner with technical teams to design and implement solutions aligned with the strategic operating model
Gather business requirements from stakeholders, document functional specifications, and communicate findings clearly to both business and technology audiences
Serve as a subject matter expert on investment management data, asset management systems, and financial services data practices
Requirements
8–15 years of experience in business analysis, data analysis, or related roles within financial services or asset management
Demonstrated expertise in data mapping, data lineage analysis, and gap analysis methodologies
Strong proficiency in SQL or data querying languages; ability to validate and analyze large datasets independently
In-depth knowledge of investment management data structures, asset management systems, and financial services data environments
Proven stakeholder management and communication skills, with ability to present technical findings to non-technical audiences
Experience gathering business requirements, creating functional specifications, and translating them into technical solutions
Excellent documentation skills and attention to detail in producing clear, accurate artifacts for cross-functional teams
Numbers & Facts
Location
Newark, DE
Skills
Accounting Softwareunmatched
Analysis Skillsunmatched
Asset Managementunmatched
Business Analysisunmatched
Business Processesunmatched
Business impact analysis (BIA)unmatched
Communication Skillsunmatched
Cross-Functionalunmatched
Data Analysisunmatched
Data Mappingunmatched
Data Modelingunmatched
Data Processingunmatched
Data Setsunmatched
Data Structuresunmatched
Data Warehousingunmatched
Detail Orientedunmatched
Documentationunmatched
Establish Prioritiesunmatched
Financial Servicesunmatched
Gap Analysisunmatched
Investment Managementunmatched
Multiplatform/Cross-Platformunmatched
Presentation/Verbal Skillsunmatched
Requirements Managementunmatched
Root Cause Analysisunmatched
SQL (Structured Query Language)unmatched
Technical Presentationunmatched
Technical/Engineering Designunmatched
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