Business Analyst (Senior)

Key Purpose

• The Senior Business Analyst is responsible for leading the analysis, design, and delivery of client-facing communications and reporting solutions within the investment environment. This includes investment statements, transaction communications, welcome packs, and tax-related outputs.
• The role combines strong business analysis capability with deep technical and data understanding to ensure all correspondence and reports are accurate, compliant, and aligned to client experience standards. The incumbent acts as a subject matter expert across correspondence and reporting, with a strong focus on data mapping, tax reporting, and end-to-end quality assurance.

Responsibilities

Business Analysis & Solution Design

• Lead requirements elicitation through stakeholder engagement and workshops
• Analyse business needs and translate them into detailed functional and technical specifications.
• Design data-driven solutions, ensuring accurate mapping of financial and investment data
• Challenge and refine requirements to improve clarity, efficiency, and client outcomes

Correspondence & Reporting Delivery

• Define and design client communications including:
• Welcome packs
• Investment statements
• Tax certificates
• Transaction confirmations and other client communications
• Ensure outputs are accurate, client-friendly, and aligned with regulatory requirements

Data Analysis & Mapping

• Perform detailed data analysis to support reporting and correspondence outputs
• Define and document data mappings, transformations, and business rules
• Validate underlying data against system outputs to ensure accuracy
• Use SQL and data tools to interrogate and verify data.

Specification & Documentation

• Produce high-quality specifications including:
• Business rules
• Data mappings
• Calculation logic
• Process flows
• Ensure documentation is clear, complete, and aligned to development and testing needs
• Maintain traceability and version control across artefacts

Testing & Quality Assurance

• Define and execute testing strategies UT, regression
• Validate outputs for:
• Data accuracy
• Investment values
• Transaction data
• Tax calculations and reporting
• Investigate defects, perform root cause analysis, and drive resolution
• Ensure production stability post-release

Stakeholder Management & Collaboration

• Act as liaison between business, IT, product, and reporting teams
• Facilitate workshops and drive alignment on solutions
• Communicate progress, risks, and decisions effectively
• Influence stakeholders and support prioritization and estimation

Continuous Improvement

• Identify and implement process improvements to enhance efficiency and quality
• Drive automation and optimisation opportunities in reporting and correspondence
• Contribute to modernisation initiatives of correspondence platforms

Leadership & Ownership

• Take end-to-end ownership of correspondence and reporting deliverables across multiple initiatives
• Act as SME for client communications and investment reporting
• Mentor and guide junior analysts and support team capability uplift
• Drive best practices, standards, and governance across analysis, documentation, and testing

Education and Experience

Educational Background

• Bachelor's degree in computer science, Information Technology, Information Systems, or a related field.
• Professional certification in Business Analysis e.g., CBAP, PMI-PBA is highly advantageous.

Professional Experience

• 6–8+ years' experience in Business Analysis within financial services
• Strong experience in:
• Investment reporting / client communications
• Requirements elicitation and specification writing
• Testing UT / Regression and defect management
• Proven ability to lead initiatives and mentor team members

Preferred skills

Technical Skills

• Advanced data analysis and SQL capability
• Strong understanding of:
• Data mapping and transformation logic
• System analysis and design
• SDLC and Agile methodologies
• Experience with tools such as JIRA, Confluence, Visio
• Exposure to correspondence/document generation tools advantageous

Domain Knowledge

• Strong knowledge of:
• Investment products and platforms
• Client reporting and statements
• Tax reporting
• Tax reconciliations and certificates
• Regulatory requirements impacting communications

Competencies & Skills

• Strong analytical and conceptual thinking
• Excellent attention to detail and accuracy
• Advanced stakeholder management and influencing skills
• Strong communication and facilitation capability
• Problem-solving and decision-making ability
• High ownership and accountability