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Our platform enables aggregation, enrichment, validation and client consumption of investment data. Clients’ will be able to manage multi-asset class data from any service provider or data vendor for a more holistic and integrated view of their holdings.

Reporting to the Client Implementation Lead, the Business Analyst is a versatile individual with strong business and data analysis skills that can be leveraged for the development and support of our state-of-the-art solutions, services and product offerings.

The successful candidate must be skilled in business data analysis; have expertise with functional requirements gathering and documentation; have strong verbal, written, and presentation skills; have a proven ability to liaise between business/implementation and technology teams and display collaboration skills. This role is a client-facing role and is part of the Client Implementation Team.


  • Support individual client implementation efforts with a particular focus on driving forward configuration and set up, the business requirements, data loading and testing phases of the effort.
  • Work with the wider project team and Project Manager to help establish project delivery plans and delivery estimates.
  • Provide analysis to clients (internal and external) on current and future state data-centric operating models.
  • Liaise with clients in order to establish and document implementation requirements, develop “use cases” to document requirements.
  • Maintain an excellent working knowledge of the offering to perform subject matter expert activities, consultancy, implementation configuration and demonstrations.
  • Analyze and document data mappings from source systems to the solution and onward data outputs for client implementations.
  • Analyze and document any derivation, workflow and enrichment required within the solution for client implementations.
  • Participate in solutioning the business problem by working closely with Senior Implementation Team members and Alpha Data Services development team.
  • Implement managed service offering, in collaboration with core Development team.
  • Support internal and client testing activities prior to “go live” date and immediate post-production transition with the support of test plan development and test scripts.
  • Help manage project to time and cost objectives.
  • Support on-going enhancements to scope of services for existing clients as needed.
  • Contribute input on specific and overall data services product requirements (for specific client or to close product gaps) and enlist Alpha Data Services Product support.
  • Collaborate with other implementation team members to share best practices, raise issues, develop consistent global processes.
  • Knowledge and working experience of SQL, Oracle, Toad, Squirrel, EDM and ETL are all an advantage.

Individual Contributor:

  • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role.
  • Ensure that the highest level of the Code of Conduct is displayed in your behavior.
  • Provide appropriate management information as required to support business unit decision making.
  • Support the ‘Risk Excellence’ culture within the business.
  • Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations.


  • Bachelor’s degree or above.
  • 5+ years of financial services experience is preferred.
  • Clear understanding of investment data and aspects of investment process.
  • Previous experience implementing software or data service is preferred.
  • Experience in or desire to learn technical skills, e.g, SQL, database design, multi-tenancy architecture, etc. is required.
  • SQL experience.
  • Ability to effectively communicate.
  • Ability to multitask and work under high pressure deadlines.
  • Ability to reprioritize quickly.

Key Attributes

  • Team player with professional and positive approach.
  • Flexible and can adapt easily to changing/evolving role requirements.
  • Creative, innovative and able to think outside of the box.
  • Strong attention to detail.
  • Self-motivated & self-sufficient.
  • Effective communicator.