Role: Sr. Business Analyst – Data Modeling & BI (Snowflake)
Location: Oaks, PA
Need candidate who can work onsite from Day 1 (Hybrid 3 days onsite a week)
Overview:
We are seeking a Business Analyst with strong expertise in data modeling for Business Intelligence and Analytics, particularly in Snowflake, and hands-on experience in the financial services domain, specifically fund accounting and portfolio accounting. The ideal candidate will act as a bridge between business stakeholders, data engineering, and BI/reporting teams to build scalable, analytics-ready data models that support fund-level and portfolio-level insights.
Key Responsibilities:
- Gather and document business requirements related to fund and portfolio performance, NAV calculations, client reporting, and regulatory needs.
- Design conceptual, logical, and physical data models that support analytical workloads in Snowflake.
- Build data models that align with fund/portfolio accounting structures such as securities, transactions, positions, valuations, fees, and reconciliations.
- Collaborate with data engineers and BI developers to implement star/snowflake schemas optimized for financial reporting and KPI dashboards.
- Define data mappings from source systems (e.g., Geneva, Eagle, or other accounting platforms) to Snowflake.
- Maintain data dictionaries, transformation logic, and business glossaries for financial metrics and entities.
- Ensure compatibility with BI tools like Power BI, Tableau, or Looker for downstream reporting.
- Analyze and validate data quality, lineage, and performance in financial reporting pipelines.
Required Qualifications:
- 5+ years of experience in business/data analysis, preferably in financial services or asset management.
- Strong understanding of fund accounting, portfolio accounting, or investment performance analytics.
- 2+ years of experience with Snowflake
- Deep understanding of dimensional modeling, including star and snowflake schemas.
- Proficient in SQL and capable of working with large datasets and complex joins.
- Familiarity with BI/reporting tools (Power BI, Tableau, Looker).
- Experience working with accounting platforms such as Geneva, Investran, or similar systems.
Tekshapers is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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