Overview
Skills
Job Details
Title: Business Analyst
Location: NYC/ NJ
Duration: Long Term
We are looking for a Business Analyst with strong experience in asset management and market intelligence to partner with business stakeholders and technology teams. The BA will focus on understanding distribution, fund flows, product strategy, and competitive intelligence needs, and will translate them into actionable business and data requirements.
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Key Responsibilities
Business & Domain Analysis
- Work with distribution, product, marketing, and strategy teams to capture and prioritize requirements.
- Develop a strong understanding of asset management industry drivers, including:
- Fund flows, AUM trends, and product demand.
- Distribution channels and intermediary relationships.
- Competitor benchmarking and peer comparison.
- Investor behavior and market intelligence.
Requirements Management
- Conduct workshops, interviews, and process reviews to gather business requirements.
- Document requirements in user stories, BRDs, use cases, and workflows.
- Define clear business outcomes, KPIs, and success metrics.
- Ensure traceability of requirements from definition to delivery.
Data & Analytics Collaboration
- Identify and document data sources (fund data, sales data, market data, third-party data).
- Define data aggregation, quality, and reporting requirements.
- Collaborate with data and analytics teams to ensure business needs are translated into meaningful insights.
- Support definition of business rules for fund flow analysis, performance attribution, and peer benchmarking.
Stakeholder Engagement
- Act as a bridge between business users and technology teams, ensuring mutual understanding.
- Manage stakeholder expectations, prioritize competing requirements, and align outcomes with strategic goals.
- Facilitate ongoing communication and status reporting to leadership.
Testing & Delivery Support
- Participate in test case design, UAT planning, and execution to validate business requirements.
- Ensure outputs (reports, dashboards, data feeds) meet the intended business use cases.
- Contribute to training, documentation, and adoption support for new solutions or processes.
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Required Skills & Experience
- 5 8 years of experience as a Business Analyst in financial services or asset management.
- Strong knowledge of investment products (ETFs, mutual funds, alternatives, private funds).
- Exposure to fund flow analysis, AUM tracking, distribution channel management, and peer benchmarking.
- Proven experience in requirements elicitation, documentation, and stakeholder management.
- Strong communication, facilitation, and presentation skills.
- Experience working in Agile (Scrum/Kanban) environments with tools like Jira/Confluence.
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Preferred Skills
- Background in competitive intelligence, product strategy, or distribution analytics.
- Knowledge of compliance and regulatory reporting (SEC, FCA, ESMA).
- Understanding of data governance, quality, and integration concepts.
- Familiarity with data analytics, reporting tools (AWS / Databricks), and market intelligence practices.
Regards
Kalyan