Senior Business Data Analyst (Asset/ Investment Management)

Picton Mahoney Asset Management

$120K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in STEM programs or related discipline.
  • In-depth knowledge of financial concepts and asset management.
  • 5+ years of relevant data analytical experience.
  • Proficiency in Azure, Tableau, Python, R, SQL, and Power BI.
  • Strong analytical and statistical skills with attention to detail.

Responsibilities

  • Serve as the main contact for business projects focusing on data and reporting solutions.
  • Lead the documentation of business needs and end-to-end processes.
  • Utilize various methods like diagrams and interviews to manage requirements.
  • Gather and reconcile information to identify true user needs.
  • Document business objectives, current procedures, and systems access.
  • Create requirement specifications using standard templates and suggest improvements.
  • Conduct data analysis and present findings in simple reports.

Benefits

  • Equity ownership program for top performers.
  • Full benefits package including health and wellness coverage.
  • Maternity and parental leave top-up.
  • Corporate fitness reimbursements and discounts.
  • Semi-annual performance bonuses and recognition awards.
Full Job Description
The Opportunity We are currently seeking a candidate to join our Digital Product Management team as a Senior Business Data Analyst. In this pivotal role, you will be responsible for providing comprehensive business and product support for Data management. Your primary focus will involve collaborating with various teams, including Investment Management, Portfolio Construction, Trading, Compliance, Sales, Marketing, HR and Operations to support them in data automation needs. The expected annual base salary for this role is $120,000 - $130,000, with the final number depending on your experience, skills, and education. On top of that, you'll be eligible for our discretionary bonus program. At PICTON, being employee-owned means we take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us. You'll have the opportunity to learn and lead: • Main point of contact for assigned business project in the deployment of new data and reporting solutions. Lead projects with higher degree of complexity and be the liaison between business and technology teams. • Lead the facilitation of the process of defining and documenting business needs and processes end to end with the business unit • Use activity diagrams, use cases scenarios, flowcharts, requirements workshops, surveys, site visits, business process descriptions, interviews, and workflow analysis to create and manage requirements • Gather information from multiple sources, reconcile conflicts, disseminating high-level information into details and distinguishing user requests from their true needs • Identifying, defining and documenting business needs and objectives, current operational procedures, problems, input and output requirements and levels of systems access after consulting with business SMEs • Use standard templates to develop requirement specifications (Business Requirement Documents (BRDs), epics, user stories, acceptance criteria). Update templates as needed and proactively make recommendations to improve templates and other documentation. • Act as a key supporting resource in data analysis, statistical analysis using complex information from various sources and present the data into simple and concise reports • Work closely with the management teams and business partners to ensure roadmap is continuously maintained, looking at current and future state. Update roadmap with new business requirements/needs as they arise. • Function as a liaison between technology teams, support teams and business units • Deliver work product throughout the Agile life-cycle. What we're looking for • Undergraduate degree in STEM programs, including Mathematics, Computer Science, Computer Engineering, Business or other related discipline. • In-depth knowledge of financial concepts and the capital market, wealth management and asset management domain knowledge • Minimum 5+ years of relevant data analytical experience • Experienced user of Data Warehouse and Cloud Environment such as Azure, proficiency working with business intelligence, analytics and reporting tools such as Tableau, Python, R, SQL Power BI. • Strong understanding of data management • Strong analytical skills and statistical analysis with the ability to collect, organize, analyze and disseminate important information with attention to detail, accuracy and confidentiality • Excellent oral and written communication skills to provide advice and guidance and present information clearly and concisely to all levels within the organization, including executives. • Ability to interact professionally with management and professionals at various levels • Ability to work with minimal direction, prioritize multiple projects, coach and assist others and meet strict deadlines • Ability to work effectively in ambiguous and changing environments and desire to work in a collaborative team environment. • Clear and efficient communicator in both technical and non-technical environments; deliver informative and well-organized presentations. Our Commitment to Employees At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), PICTON Investment Counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more. These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!

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