Job Description
An established financial services organisation, is seeking an experienced Senior Business Analyst to support the enhancement and delivery of front-office investment reporting and analytics capabilities./n /n /n Working closely with investment, portfolio management, risk and technology teams, you will play a key role in translating complex investment reporting requirements into practical data and technology solutions./n /n This is an opportunity for someone with a robust understanding of investment markets, portfolio analytics and derivatives reporting who can bridge the gap between investment stakeholders and technical delivery teams./n /n /nKey Responsibilities /n /n
- Partner with front-office investment teams to understand business requirements across investment reporting, analytics and portfolio management. /n
- Gather, document and translate complex investment requirements into functional specifications, user stories and process designs. /n
- Support the development and enhancement of investment reporting and analytics capabilities. /n
- Work across portfolio reporting, stress testing, liquidity reporting and investment performance analytics. /n
- Analyse reporting requirements relating to Total Return Swaps (TRS), derivatives and other complex investment instruments. /n
- Work closely with data, technology and development teams to deliver reporting and analytics solutions. /n
- Ensure reporting outputs are accurate, consistent and aligned with investment stakeholder requirements. /n
- Support data mapping, validation, reconciliation and UAT activities. /n
- Identify opportunities to improve reporting processes, data quality and investment analytics capabilities.



/n About You You will be an experienced Business Analyst with a background in investment management, superannuation, funds management or institutional financial services./n /n /n You will bring:/n /n /n
- Proven Business Analysis experience within investments, superannuation or funds management, delivering front-office investment reporting and analytics across investment performance, portfolio exposure, risk, stress testing and liquidity. /n
- Strong knowledge of Total Return Swaps (TRS), OTC derivatives and complex financial instruments, including associated reporting, collateral and counterparty exposure requirements. /n
- Hands-on experience with BlackRock Aladdin, particularly across investment data, portfolio analytics and risk reporting. /n
- Experience with investment data and platforms including GoldenSource, Ortec PEARL and BlackRock eFront, covering investment data management, performance attribution and private markets. /n
- Strong understanding of institutional investment environments, with the ability to engage effectively with Portfolio Managers, Investment Analysts, Risk and Technology stakeholders. /n
- Proven capability in requirements gathering, translating complex investment requirements into functional specifications, and supporting technology delivery, system enhancements and reporting transformations. /n
- Technical capability across SQL, data analytics and reporting technologies, including validating and interpreting complex investment data. /n If you have a strong investment domain background and enjoy translating complex business requirements into meaningful technology solutions, we'd love to hear from you.

📌 Senior Business Analyst (Sydney)
🏢 Halcyon Knights
📍 Sydney