Company Background

Our client is a leading life insurance company, part of a integral financial services group. The company offers a wide range of products, including annuities and life insurance, delivered through a large nationwide network of agents.

Project Description

A Business Analyst in our Investment Systems team will design technology solutions to support investment operations processes including investment and accounting. They would translate business requirements into technical designs, including high level design and detailed field mappings and transformations between two or more investment and accounting systems. This role requires a deep understanding of the structures and their data elements of various asset classes that investment operations deal with daily, especially CMLs, RMLs and private securities, and how they are represented in accounting and investment systems (i.e., PAM and Aladdin). This role also requires a good familiarity with cloud technologies especially the Data Engineering stack on Azure, and related technical concepts.

Technologies
- SQL




- Azure Data Engineering stack (Data Factory, Logic Apps, Databricks)
- Snowflake
- JSON

What You'll Do
- Collaborate closely with business stakeholders to gather, analyze, and document requirements for data synchronization and reconciliation across various asset types;
- Define synchronization and reconciliation requirements, including scope, schedules, datasets, filters, data elements, and business rules;
- Perform gap analysis to identify missing data elements and inconsistencies in existing solutions;
- Analyze business processes and translate business needs into clear functional requirements and technical specifications;
- Work with cross-functional teams to ensure proposed solutions meet business and technical objectives;
- Maintain comprehensive documentation for requirements, data mappings, and reconciliation logic;

Job Requirements
- 4+ years of experience as a Business Analyst;
- Deep

📌 Business Analyst (México)
🏢 Coherent Solutions
📍 México