Senior/Lead Technical Business Analyst

Join a leading global investment management environment as a Senior/Lead Technical Business Analyst supporting a strategic Client Reporting initiative within Investment Operations. In this role, you will help shape the future-state reporting architecture by contributing to the build-out of a scalable reporting database in Snowflake, designed to support a growing portfolio of insurance SMAs with complex and bespoke reporting requirements.

You will work closely with technology, data, reporting, and operations teams to document current reporting data flows, define future-state data architecture, and translate complex business needs into clear data, modeling, and integration specifications. The role is key to improving data accuracy, lineage, and scalability across core source systems such as Geneva, Everest, and other reporting platforms.

In addition to the Client Reporting workstream, you will also support BAU Investment Operations initiatives, including automation projects related to corporate actions and asset transfers in Geneva.

This role is offered in a remote work model, with working hours required until 18:00 CET.

Responsibilities

• Partner with Client Reporting, Geneva Tech, Everest Tech, Data Ops, and Investment Operations to document current-state reporting data flows and define the future-state reporting architecture in Snowflake
• Translate complex client reporting requirements, particularly for insurance SMAs, into clear data, modeling, and integration specifications
• Support the design of the Snowflake reporting database, including source-to-target mapping, data lineage, and reconciliation logic across Geneva, Everest, and other source systems
• Write and review SQL to validate data, prototype reporting outputs, and support data quality reviews
• Map end-to-end data flows across all inputs into client reporting outputs, including investment accounting data (Geneva), portfolio and position data (Everest), reference and static data, and performance, exposure, and risk metrics
• Identify and document all manual processes within current reporting workflows and define requirements to eliminate manual intervention
• Produce high-quality functional and technical documentation, including business and data requirements, source-to-target mappings, data models and lineage diagrams, and control and reconciliation requirements
• Define requirements for data quality, validation, and reconciliation to ensure reporting accuracy and auditability
• Support the corporate action asset transfer automation workstream in Geneva by documenting current-state processes, defining requirements, and partnering with Technology on delivery
• Support additional BAU Investment Ops projects as prioritized, balancing strategic and tactical work
• Work with Technology and QA teams to clarify requirements during build and testing phases
• Support UAT planning and execution by validating delivered functionality against business intent
• Identify gaps, risks, and dependencies early and escalate as needed
• Maintain traceability between requirements, delivered functionality, and control objectives

Requirements

• 5+ years of experience as a Technical Business Analyst, Data Analyst, or Analytics Engineer supporting reporting or data platform initiatives
• Strong hands-on SQL skills and experience working with Snowflake (or comparable cloud data warehouse)
• Demonstrated "AI-first" mindset, with hands-on experience using GenAI tools to accelerate SQL development, data modeling, source-to-target mapping, and reporting prototyping
• Experience supporting client reporting, regulatory reporting, or investment reporting workflows
• Strong ability to translate complex business requirements into structured data and functional specifications
• Comfortable working across multiple teams and systems simultaneously
• Strong written and verbal communication skills

Nice to have

• Experience working with Geneva, Everest, or comparable investment accounting and portfolio management platforms
• Familiarity with applying AI/ML techniques to data quality, reconciliation, and reporting automation, including the use of LLMs for data exploration and documentation
• Experience supporting complex institutional reporting requirements
• Familiarity with BI and reporting tools (e.g., Sigma, Power BI, Tableau)