Business Analyst - Client Reporting - Asset Management - Bonhill Partners

Responsibilities

• Gather and document business and technical requirements through stakeholder engagement, workshops, and process analysis.
• Define project scope and support delivery alongside Project Managers or in a combined BA/PM capacity.
• Produce clear documentation including business requirements, process flows, data dictionaries, source-to-target mappings, and user guides.
• Use SQL, Excel, Power BI, and Python to analyse and document data, translating requirements for technical delivery teams.
• Support data governance by ensuring strong data definitions, lineage, and quality controls.
• Work with cross-functional Agile teams to support testing, delivery, and implementation.
• Identify opportunities to improve processes, automate workflows, and enhance client reporting capabilities.

Requirements

• Strong Business Analysis experience across business and technology change initiatives.
• Good understanding of asset management operations and financial data.
• Experience with client reporting and regulatory disclosures , including factsheets, KIIDs/PRIIPs, QIRs, and MIRs .
• Knowledge of ABOR/IBOR , fund reference data , and performance & attribution datasets.
• Experience with FactSet and Morningstar Unity data.

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Company Intel

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