# Business Analyst

> Qode · Massachusetts, United States (Hybrid) · Full-time · Posted 2026-06-18

**Workplace:** hybrid

## Description

**Role Overview**

We are seeking a Business Analyst to support a large-scale data transformation program within the investment management and advisory domain. The role requires a strong functional understanding of investment data (public and private markets), combined with hands-on data analysis capabilities, including source-to-target mapping and SQL-based exploration. The analyst will act as a bridge between business stakeholders, data engineering teams, and platform architects to ensure accurate, high-quality data delivery aligned with business needs.

**Key Responsibilities**

-   ·      Collaborate with business stakeholders (investment teams, research, performance reporting, client reporting) to gather, analyze, and document data requirements.
-   ·      Translate business requirements into detailed functional specifications, including source-to-target mappings (STTM) for data migration and transformation initiatives.
-   ·      Analyze source systems and data structures to understand data lineage, quality issues, and transformation logic.
-   ·      Write and execute SQL queries for data profiling, validation, reconciliation, and root cause analysis.
-   ·      Work closely with data engineering teams (ETL/ELT, Snowflake/Databricks environments) to ensure correct implementation of business rules.
-   ·      Support data quality initiatives by defining validation rules, reconciliation logic, and exception handling processes.
-   ·      Participate in data model reviews, ensuring alignment with investment domain concepts such as portfolios, securities, benchmarks, transactions, and performance metrics.
-   ·      Assist in UAT planning and execution, including test case creation, defect tracking, and validation of transformed datasets.
-   ·      Contribute to data governance practices, including metadata documentation, data lineage tracking, and glossary definitions.
-   ·      Engage in Agile ceremonies and provide continuous feedback to improve delivery outcomes.

**Required Skills and Experience**

-   ·      Strong understanding of investment management domain concepts, including:
-   ·      Public markets (equities, fixed income)
-   ·      Private investments (PE, VC, real assets)
-   ·      Portfolio structures, holdings, transactions, benchmarks
-   ·      Performance and attribution concepts

**Other experiences:**

-   ·      Proven experience in data transformation or data migration programs within financial services or asset management.
-   ·      Hands-on experience in creating source-to-target mappings and functional specifications for data pipelines
-   ·      Strong SQL skills for data analysis, including joins, aggregations, window functions, and data validation queries.
-   ·      Experience working with modern data platforms such as Snowflake, Databricks, or similar cloud-based ecosystems.
-   ·      Familiarity with data warehousing concepts, dimensional modeling, and data lake architectures
-   ·      Strong analytical thinking and ability to interpret complex datasets and business rules.
-   ·      Experience working in Agile delivery environments.

**Preferred Qualifications**

-   ·      Exposure to tools/platforms commonly used in investment data ecosystems (e.g., Bloomberg, FactSet, Aladdin, Burgiss, or similar).
-   ·      Understanding of data governance frameworks, including data quality, lineage, and stewardship.
-   ·      Experience with ETL/ELT tools or orchestration frameworks (e.g., Airflow).
-   ·      Basic understanding of Python/PySpark for data analysis is a plus.
-   ·      Prior experience in working with consulting firms or investment advisors is highly desirable.

**Key Competencies**

-   ·      Strong communication skills with the ability to interact with both business and technical teams.
-   ·      Attention to detail, especially in data mapping and validation activities.
-   ·      Problem-solving mindset with the ability to identify data issues and propose solutions.
-   ·      Ability to manage multiple priorities in a fast-paced transformation environment.

## Apply

[Apply at Qode](https://apply.workable.com/qodeworld/j/E5A135AC83/apply)

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