Job Location : Chennai, Pune, Kochi, Bangalore, Trivandrum

Experience : 6 Yr

CTC Budget : 100000 to 2500000

Posted At : 24-Jan-2026

---

The Technical Business Analyst will play a key role within the Global Data Solutions team, acting as the bridge between technology and investment business functions. The role focuses on driving the data platform strategy, delivering business-aligned data solutions, and ensuring measurable value across the Asset & Wealth Management ecosystem. The ideal candidate combines strong investment domain knowledge with hands-on technical expertise in data analysis, integration, and visualization.

Key Responsibilities

• Partner with investment, operations, and technology teams to deliver data-driven solutions supporting portfolio management, client reporting, compliance, and regulatory initiatives.

• Translate business requirements into detailed functional specifications, data requirements, user stories, process maps, and workflow documentation.

• Collaborate with data engineers, architects, and business stakeholders to design end-to-end data flows across front-, middle-, and back-office systems.

• Analyse large datasets across clients, portfolios, transactions, and market/reference data to identify trends, data quality gaps, and optimization opportunities.

• Develop and maintain data dictionaries, data lineage, metadata documentation, and governance artefacts.

• Define data quality rules, controls, and reconciliation processes to ensure accuracy of portfolio, market, and client data.

• Use SQL and data visualization tools to validate business logic, perform impact assessments, and present insights to senior leadership.

• Support UAT planning, execution, issue resolution, and user training for data-centric programs.

• Facilitate workshops to capture business pain points, data challenges, and automation opportunities.

• Serve as the primary liaison between business teams and technology groups, ensuring clear communication, prioritization, and delivery of data products.

 

Skills:

 

Business Analysis,Etl,Data Architecture

 

Required Skills & Experience

• Strong domain expertise in Asset & Wealth Management products (mutual funds, equities, fixed income, structured products, derivatives).

• Understanding of portfolio management, client onboarding, trade lifecycle, performance reporting, and compliance frameworks.

• Proven experience in stakeholder management, requirements gathering, and workshop facilitation.

• Hands-on proficiency in SQL, data analysis, and working with structured/unstructured investment data.

• Experience in data modeling, data governance, master/reference data management, and data quality frameworks.

• Familiarity with cloud data platforms (Azure, AWS, GCP) and API-based data integration.

• Working experience with Power BI / Tableau for dashboards, analytics, and data visualization.

• Exposure to regulatory frameworks (MiFID II, ESG, SFDR, BCBS 239) within asset management.

• Strong analytical skills with the ability to convert complex data flows into clear business insights.

• Excellent communication and presentation skills for both technical and business stakeholders.