Senior Technical Business Analyst
We are looking for a Senior Technical Business Analyst with a data engineering mindset to help modernize client reporting by shaping a Snowflake reporting database for complex insurance SMA needs. You will partner with Client Reporting, Investment Operations, and multiple tech teams to define data flows, requirements, controls, and reconciliation—apply now to help build a scalable reporting platform.
Responsibilities
- Define future-state reporting architecture in Snowflake by partnering with Client Reporting, Geneva Tech, Everest Tech, Data Ops, and Investment Operations
- Document current-state reporting data flows and map end-to-end inputs to client reporting outputs across source systems
- Translate complex insurance SMA client reporting requirements into data, modeling, and integration specifications
- Design source-to-target mappings, data lineage, and reconciliation logic across Geneva, Everest, and other sources
- Write and review SQL to validate datasets, prototype reporting outputs, and support data quality investigations
- Specify data quality, validation, and reconciliation requirements to ensure reporting accuracy and auditability
- Identify manual steps in reporting workflows and define requirements to reduce or remove manual intervention
- Produce functional and technical documentation, including business requirements, mappings, data models, lineage diagrams, and control specifications
- Support corporate action asset transfer automation in Geneva by documenting processes and defining delivery requirements
- Collaborate with Technology and QA teams to clarify requirements during build and testing and support UAT planning and execution
- Track gaps, risks, and dependencies and escalate issues early to protect timelines and controls
- Maintain traceability between requirements, delivered functionality, and control objectives
Requirements
- 3+ years of experience as a Technical Business Analyst, Data Analyst, or Analytics Engineer supporting reporting or data platform initiatives
- Proven stakeholder leadership across Client Reporting, Data Operations, and Technology teams to drive alignment and delivery
- Strong project execution skills to balance strategic client reporting work with BAU Investment Operations priorities
- Advanced SQL skills to validate data, prototype reporting outputs, and support data quality reviews
- Strong requirements analysis skills to translate complex reporting needs into clear data, modeling, and integration specifications
- Solid process analysis skills to identify manual steps and define requirements to eliminate manual intervention
- Upper-Intermediate English proficiency (B2, Upper-Intermediate) with strong written and verbal communication skills
Nice to have
- Hands-on Snowflake experience for building reporting layers and supporting reconciliation logic
- Experience with SS&C Advent Geneva and related investment accounting workflows
- Familiarity with asset management and complex institutional reporting requirements
- Knowledge of reconciliation and EOD/BOD procedures to strengthen controls and auditability
- Experience with analytics and reporting tools such as Sigma, Power BI, or Tableau
