Holistic Partners, Inc

Job Title: Business Data Analyst – Client Account Master &amp; Data Analytics
Location : Atlanta, GA (3-4 days onsite) - Must be local
Duration:: 6+ Months (Contract)
Interview: Video
Job Description:
<ul>
<li>We are seeking an experienced Senior Business Analyst to support the Client Account Master (CAM) initiative.
</li>
<li>The CAM initiative is focused on establishing a trusted, centralized source of client and account information and improving integration, reconciliation, reporting, and data management across the Capital Markets ecosystem
</li>
<li>The ideal candidate will combine strong business analysis capabilities with deep data analysis, data quality, and reconciliation skills.
</li>
<li>This role requires someone who can work across business, operations, data, and technology teams, analyze complex datasets, identify data-quality issues and patterns, translate findings into actionable business requirements, and build meaningful dashboards and reporting using tools such as Power BI or Tableau.
</li>
<li>Suggested experience level: Senior BA, 7+ years
</li>
<li>Domain: Capital Markets / Client &amp; Account Data Management
</li>
<li>Primary technical skills: SQL, Power BI/Tableau, data profiling, data mapping and reconciliation
</li>
</ul>
Key Responsibilities
<ul>
<li>Business Analysis &amp; Requirements</li>
<li>Partner with Product Owners, Operations, Technology, Client Onboarding, and downstream application teams to understand business processes and data requirements.</li>
<li>Elicit, document, and refine business requirements, functional requirements, user stories, process flows, data requirements, and acceptance criteria.</li>
<li>Translate business needs into detailed requirements that developers, data engineers, and QA teams can implement and validate.</li>
<li>Analyze current-state versus target-state processes and identify gaps, dependencies, risks, and opportunities for automation.</li>
<li>Facilitate requirements workshops and support solution-design discussions.</li>
</ul>
Data Analysis
<ul>
<li>Perform detailed analysis of client, legal entity, account, product, regulatory, and reference data.</li>
<li>Analyze large datasets to identify data-quality issues, missing attributes, duplicates, inconsistencies, anomalies, and reconciliation breaks.</li>
<li>Perform source-to-target analysis and help define data mappings and transformation rules.</li>
<li>Analyze data across source and downstream systems to identify synchronization and integration issues.</li>
<li>Define business rules for data validation, matching, reconciliation, exception management, and remediation.</li>
<li>Perform root-cause analysis of data discrepancies and work with technology teams to drive resolution.</li>
</ul>
Reporting &amp; Data Visualization
Define KPIs and metrics for:
<ul>
<li>Data quality</li>
<li>Reconciliation</li>
<li>Client/account completeness</li>
<li>Exception volumes</li>
<li>Data synchronization</li>
<li>Operational trends</li>
<li>Convert complex datasets into clear visualizations that allow business and technology stakeholders to quickly identify trends and exceptions.</li>
<li>Develop drill-down reporting to support investigation and root-cause analysis.</li>
<li>Partner with stakeholders to define reporting requirements and establish appropriate data definitions.</li>
</ul>
Advanced Data Analytics
<ul>
<li>Use data analytics tool to explore, query, validate, and analyze large datasets.</li>
<li>Work comfortably with relational and semi-structured datasets.</li>
<li>Write and interpret SQL for data profiling, reconciliation, validation, and investigative analysis.</li>
<li>Collaborate with data engineers to validate data pipelines, transformations, mappings, and business rules.</li>
<li>Assist in validating historical data migration and ongoing data synchronization.</li>
</ul>
Required Qualifications
<ul>
<li>7+ years of experience as a Business Analyst, Data Analyst, Technical Business Analyst, or similar role.</li>
<li>Strong hands-on data analysis and data-profiling experience.</li>
<li>Advanced SQL skills with the ability to independently analyze large and complex datasets.</li>
<li>Strong experience with at least one major visualization/BI platform:</li>
<li>Power BI</li>
<li>Tableau</li>
<li>Strong understanding of:</li>
<li>Data mapping</li>
<li>Data lineage</li>
<li>Data quality</li>
<li>Data reconciliation</li>
<li>Master/reference data</li>
<li>Source-to-target analysis</li>
<li>Data validation and exception management</li>
<li>Ability to convert complex data findings into understandable business insights.</li>
<li>Strong requirements elicitation and documentation skills.</li>
<li>Experience writing user stories and acceptance criteria.</li>
<li>Strong analytical, problem-solving, communication, and stakeholder-management skills.</li>
</ul>
Preferred Qualifications
<ul>
<li>Experience within Capital Markets, Investment Banking, or Financial Services.</li>
<li>Understanding of Client Master, Account Master, Customer Master, or Master Data Management (MDM) solutions.</li>
<li>Experience with client onboarding and legal entity/reference data.</li>
<li>Familiarity with regulatory/client data including KYC, AML, Dodd-Frank, FATCA, EMIR, beneficial ownership, and trading agreements.</li>
<li>Experience analyzing data across multiple upstream/downstream platforms.</li>
<li>Understanding of APIs, data pipelines, event-driven integrations, and batch interfaces.</li>
<li>Familiarity with Agile/Scrum delivery models.</li>
</ul>

Business Data Analyst – Client Account Master & Data Analytics

Business Data Analyst – Client Account Master & Data Analytics

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