Senior Business Analyst

Required Candidate Location: NYC 3 Days a Week - NO RELOCATION

****THE MANAGER IS LOOKING FOR AI EXPERIENCE WITH THE CAPITAL MARKETS.

We are seeking an experienced (12+ Years) Senior Business Analys t to support a long-term strategic initiative focused on delivering small to mid-sized data and analytics projects within a Fixed Income asset management environment. The successful candidate will partner closely with Portfolio Managers, Data Engineering teams, Technology, and Business stakeholders to define business requirements, improve data quality, and support AI-driven business initiatives. This role requires strong experience with Fixed Income financial products, data analysis, cloud data platforms, and the ability to leverage AI tools to improve productivity and accelerate project delivery. **** CANDIDATES NEED TO HAVE RECENT EXPERIENCE SUPPORTING DATA PROJECTS (SNOWFLAKE PREFERRED) IN CAPITAL MARKETS/FIXED INCOME ENVIRONMENTS AND HAVE A GOOD UNDERSTANDING OF AI AND HOW TO USE IT TO BE MORE EFFICENT.

Job Description:

We are seeking an experienced Senior Business Analyst to support a long-term strategic initiative focused on delivering small to mid-sized data and analytics projects within a Fixed Income asset management environment. The successful candidate will partner closely with Portfolio Managers, Data Engineering teams, Technology, and Business stakeholders to define business requirements, improve data quality, and support AI-driven business initiatives. This role requires strong experience with Fixed Income financial products, data analysis, cloud data platforms, and the ability to leverage AI tools to improve productivity and accelerate project delivery.

Key Responsibilities

• Lead business analysis activities for multiple concurrent data and analytics initiatives supporting Front Office investment teams.
• Gather, analyze, document, and validate business and technical requirements for data-centric projects.
• Partner directly with Portfolio Managers, Traders, Research Analysts, and Technology teams to understand investment workflows and data requirements.
• Support projects involving migration of reporting databases and data marts to Snowflake and other cloud-based data platforms.
• Define data mapping, transformation, lineage, and validation requirements for enterprise data initiatives.
• Collaborate with Data Engineers, Architects, and QA teams to ensure business requirements are translated into scalable technical solutions.
• Analyze existing reporting processes and identify opportunities for automation, optimization, and improved data quality.
• Participate in user acceptance testing (UAT), validate business outcomes, and coordinate production implementation activities.
• Develop business process documentation, functional specifications, user stories, workflow diagrams, and acceptance criteria.
• Facilitate Agile ceremonies including backlog grooming, sprint planning, and stakeholder review sessions.
• Work closely with data governance teams to ensure data integrity, consistency, and regulatory compliance across investment platforms.
• Support AI-enabled initiatives by identifying opportunities to improve business processes and decision-making through automation and intelligent analytics.

Required Qualifications

• 12+ years of Business Analysis experience supporting data, analytics, or technology projects.
• Strong experience delivering small to mid-sized data initiatives within Financial Services, Asset Management, or Capital Markets.
• Demonstrated experience working on projects such as:
  • Reporting database migrations to Snowflake.
  • Data warehouse modernization.
  • Data integration and transformation initiatives.
  • Business intelligence and reporting projects.
• Strong knowledge of Fixed Income products , including:
  • Corporate Bonds
  • High Yield Bonds
  • CLOs (Collateralized Loan Obligations)
  • Investment Grade Bonds
  • Leveraged Loans
  • Municipals
  • Treasuries
  • Structured Products
• Experience supporting Front Office investment teams, Portfolio Managers, or Investment Operations.
• Strong SQL skills with the ability to analyze, validate, and troubleshoot data.
• Experience writing detailed business requirements, functional specifications, user stories, process flows, and acceptance criteria.
• Excellent communication and stakeholder management skills.
• Experience working within Agile/Scrum environments.

Preferred Qualifications

• Experience with Snowflake , cloud data warehouses, and modern data platforms.
• Knowledge of data governance, metadata management, data lineage, and data quality best practices.
• Experience working alongside Data Engineers, Data Architects, and Analytics teams.
• Familiarity with Python, Power BI, Tableau, Alteryx, or similar analytics tools.
• Experience supporting enterprise AI or machine learning initiatives.

AI Experience (Highly Preferred)

Candidates should provide detailed, real-world examples demonstrating how they use AI to improve productivity and business outcomes. Examples may include:

• Using ChatGPT, Microsoft Copilot, Claude, Gemini, or similar AI tools to accelerate business analysis activities.
• Creating AI-generated user stories, business requirements, functional specifications, and process documentation.
• Leveraging AI to analyze datasets, identify anomalies, validate business rules, and improve data quality.
• Using AI to generate SQL queries, data mappings, and test cases.
• Automating meeting summaries, action items, and stakeholder communications using AI.
• Accelerating impact analysis, requirements traceability, and documentation through AI-assisted workflows.
• Supporting Portfolio Managers by using AI to analyze investment data, research, or reporting requirements.
• Building prompts or lightweight AI solutions that improve team efficiency and reduce manual effort.

Preferred Technical Skills

• Snowflake
• SQL
• Excel
• Jira
• Confluence
• Power BI or Tableau
• Azure DevOps (preferred)
• Data Warehousing
• ETL/ELT Concepts
• Data Modeling
• Data Lineage
• AI Productivity Tools (ChatGPT, Microsoft Copilot, Claude, Gemini)