Technical Business Analyst; Data

Overview

Join a global Investment Data Strategy & Solutions team supporting front-, middle-, and back-office investment operations. The role involves working closely with portfolio managers, traders, and research analysts to analyse, document, and improve data workflows and user-developed applications. You'll be responsible for understanding existing Python and VBA-based tools, identifying data sources, and proposing strategic solutions to standardise and de-risk processes using enterprise platforms (OMS, S&P EDM, Eagle, Fact Set, etc.).

This position offers exposure to cutting-edge AI initiatives
, a highly collaborative international environment, and the opportunity to influence how data is leveraged across 60+ investment desks globally.

• Conduct workshops and interviews with portfolio managers, analysts, and traders to gather and analyse business requirements.
• Identify and document investment data attributes, data lineage, and process impacts.
• Analyse Python/VBA user applications and pipelines; identify improvement opportunities.
• Produce functional requirements documents and Jira tickets outlining current and target states.
• Partner with technology teams to ensure delivery of required system changes, testing, and sign-off.
• Collaborate with central data management and architecture teams to ensure alignment across platforms.
• Create repeatable testing frameworks to validate data and process changes.
• Communicate regularly with stakeholders across business, technology, and data teams.
• Support the integration of emerging technologies, including AI-based solutions, into data workflows.

• 10+ years of experience in financial services
  , ideally within asset management, investment banking, or wealth management
  .
• Strong understanding of front-, middle-, and back-office investment operations.
• Demonstrated knowledge of equities, fixed income, derivatives, fund management, or client reporting
  .
• Hands-on experience with an Order Management System (OMS) (e.g., Black Rock Aladdin, Charles River).
• Working knowledge of Python
  , VBA
  , and SQL
  .
• Proven ability to write and implement business requirements, process maps, and user stories.
• Excellent stakeholder management and communication skills.
• Proficiency in Excel and process mapping tools (Visio, Lucidchart, etc.).
• Analytical, structured, and detail-oriented approach with a focus on delivery.

• 3+ years of hands-on Python, SQL, and VBA development experience.
• Prior experience creating AI utilities (e.g., multi-agent LLMs).
• Experience mentoring junior analysts or team members.
• Familiarity with S&P EDM (CADIS),
  Eagle
  , Fact Set
  , Port
  , or other enterprise data tools.
• Exposure to cloud platforms (Azure, Databricks, Snowflake).
• Understanding of Agile methodologies and experience using Jira
  .
• CFA candidate or relevant certification preferred.

• Confident communicator capable of engaging directly with front-office stakeholders.
• Assertive and able to challenge constructively when required.
• Collaborative, adaptable, and motivated by continuous improvement.

Mid-Senior level

Contract

• Analyst and Finance

• Financial Services, Funds and Trusts, and Investment Management