Job purpose
The Business Analyst will play a critical role in supporting operations by bridging Business, Data, and Technology teams. The role is responsible for translating business requirements into actionable data requirements, ensuring data quality, governance, reconciliation, and accurate reporting across the fund data lifecycle. The individual will work closely with Investment, Risk, Finance, and Data & Analytics stakeholders to validate data outputs, investigate issues, and enable trusted business-critical datasets for decision-making and regulatory reporting.
This position requires a strong blend of business analysis, data analysis, and data governance expertise, with hands-on capabilities in SQL and Excel for data validation, reconciliation, issue investigation, and root cause analysis.
Key responsibilities
- Gather, analyze, and document business, functional, and data requirements through stakeholder engagement.
- Prepare and maintain BRDs, FRDs, process flows, use cases, and business documentation.
- Translate business requirements into detailed data requirements, data quality rules, business logic, and
acceptance criteria.
- Perform data analysis, validation, reconciliation, and issue investigation using SQL and Excel.
- Execute data quality checks to ensure completeness, accuracy, consistency, and integrity of business-critical datasets.
- Validate reports, calculations, and data outputs with Investment, Risk, Finance, and Data & Analytics
stakeholders.
- Document data definitions, KPIs, calculations, tolerances, business rules, and data lineage.
- Assist in fund data lifecycle management, reporting, and operational processes within the Private Equity
domain.
- Investigate data discrepancies and perform root cause analysis across source and downstream systems.
- Maintain clear issue logs including evidence, impact assessment, root cause, ownership, remediation plan, and resolution status.
- Collaborate with technology, business, and data teams to implement data-related enhancements and fixes.
- Support User Acceptance Testing (UAT), test case preparation, execution, and defect management.
- Contribute to data governance initiatives, including metadata, data ownership, and stewardship processes.
- Support monitoring and continuous improvement of data quality controls and governance frameworks.
- Support Power BI reporting, dashboard validation, and business reporting requirements.
- Participate in governance and compliance activities for critical business datasets.
- Work closely with cross-functional stakeholders to drive issue resolution and process improvements.
Key competencies
- Candidates should have a B.E./B.Tech/MCA/MBA in Information Systems, Computer Science or a related field
- Strong Business Analysis experience with expertise in BRD, FRD, requirement gathering, and process
documentation.
- Advanced SQL skills for data extraction, analysis, validation, reconciliation, and troubleshooting.
- Strong Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, formulas, data analysis, and reconciliation.
- Solid understanding of Data Governance, Data Quality, and Data Management principles.
- Ability to translate business requirements into data specifications, DQ rules, and acceptance criteria.
- Experience documenting data definitions, business logic, calculations, tolerances, and metadata.
- Strong analytical, problem-solving, and root cause investigation skills.
- Experience validating data and reports across Investment, Risk, Finance, and Data & Analytics functions.
- Knowledge of fund data lifecycle, investment reporting, and Private Equity operations.
- Strong stakeholder management and communication skills across business and technology teams.
- Ability to manage multiple priorities in a fast-paced, data-driven environment.
- High attention to detail and commitment to data accuracy and quality.
- Experience supporting business-critical datasets and governance processes.
- Knowledge of data lineage, metadata management, and data stewardship practices.
- Experience with User Acceptance Testing (UAT), defect tracking, and issue management.
- Exposure to Power BI for reporting and dashboard validation (preferred).
- Exposure to Collibra or similar data governance platforms (preferred).
- Understanding of Financial Services, Asset Management, or Private Equity domains.
