Job Description
Insight Global is seeking a 1 Lead Business Analyst sitting remotely in LATAM to join a large financial services client. We are looking for a seasoned subject matter expert responsible for driving analysis, solution design, and delivery across complex, high impact initiatives within a global asset management environment. Operating at the intersection of technology, data, and investment domain expertise, this role provides advanced analytical leadership, partners closely with Investment Analytics team on the business side and the other engineering teams, and ensures that solutions align with business strategy, regulatory needs, and enterprise technology standards. This resource will Lead discovery efforts and translate intricate investment management processes into detailed functional requirements and solution proposals. This involves working closely with business partners to understand their objectives and company’s technical direction and develop a technology strategy that supports these goals. You will manage or oversee the implementation of new applications or enhancements to existing ones, ensuring projects are delivered on time, within budget, and meet business requirements while collaborating with various stakeholders, including technology teams, business units, and external vendors, to ensure successful implementation of application strategies. This involves contributing to resource planning for analysis workstreams and functional technology needs while leveraging deep subject matter expertise across investment management domains, with a broad understanding of how upstream/downstream systems interact. It is important that you have the ability support integration initiatives involving APIs, ETL processes, and cloud based data platforms and guide Sr analysts/cross functional teams through the entire project lifecycle: requirements, refinement, planning, UAT, and go live. You will serve as a mentor to junior and mid level business analysts, providing coaching on analysis techniques, documentation quality, and stakeholder engagement. Provide informal leadership on project teams, helping define best practices for analysis and workflow design. This position requires working EST Hours 8:00am-4:00pm with the compensation ranging from $30-$35/hr based on years of experience.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• 5+ years of experience as a Lead Business Analyst with a background in Asset Management
• Experience with large scale data migration projects (Security Master/Reference Data)
• Experience with Aurora/PostgreSQL
• Experience with Python
• Experience with Jira and Confluence exclusively
• Experience with AWS
• Prior exposure to OMS/PMS systems (e.g., Bloomberg).
• Advanced Excel capabilities including pivot tables, advanced formulas, data modeling, and analysis for large datasets.
• Strong understanding of investment workflows: portfolio management, trading, settlements, performance, attribution, compliance, or risk.
• Proven ability to define complex business requirements and convert them into technical deliverables.
• Experience working in Agile environments (Scrum/Kanban).
• Excellent communication, documentation, and stakeholder management skills.
Nice to Have Skills & Experience
• Any exposure with Data Management frameworks such as DMBOK
• IDM (Informatica Cloud Version)
• Snowflake experience
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.