Senior Technical Business Analyst

Position: Senior Technical Business Analyst –Reporting Automation

Job Location: Austin, TX US

Job Type: Full Time

Position Summary:

We are seeking an experienced Senior Technical Business Analyst to lead fund and marketing

reporting initiatives within the asset management domain. The role bridges business and

technology, combining requirements analysis, hands-on data work in Python and SQL, and the

delivery of accurate, high-quality reports and presentations.

The candidate will be hands-on in producing reports, validating data, and automating reporting

workflows, while also serving as the primary point of contact for business stakeholders, owning

the end-to-end reporting process and guiding a distributed team as business needs expand.

Key Responsibilities:

Hands-on Delivery:

• Generate and deliver reports as per agreed schedules, formats, and quality standards.
• Extract, validate, transform, and reconcile financial data using SQL.
• Develop and maintain Python scripts to automate data preparation and repor generation.
• Build and maintain PowerPoint presentations and report templates for consistent, high quality outputs.
• Perform data quality checks on financial data and performance figures before reports are shared for review.
• Manage file transfers and data movement using FTP/SFTP and basic Linux commands.
• Investigate and resolve data and reporting issues in collaboration with business and technical teams.
• Identify and implement automation opportunities to reduce manual effort and improve accuracy.

Process Ownership:

• Own the report generation workstream, including planning, prioritization, and delivery.
• Establish and document the end-to-end reporting process, from data sourcing and validation to review, approval, and distribution.
• Define review checkpoints with business and compliance stakeholders to ensure data and formats are accurate and approved.
• Partner with operations and support teams to transition stable processes into business-as-usual support.

Stakeholder Management and Communication:

• Act as the primary point of contact for business stakeholders on reporting requests and new initiatives.
• Translate new initiatives into clear requirements, priorities, and delivery plans.
• Provide regular updates on progress, risks, and dependencies to stakeholders and leadership.
• Present reports and improvement ideas to business and senior audiences in a clear, business-friendly language.

Team Leadership:

• Guide and mentor team members, including task allocation, quality reviews, and coordination across time zones.
• Scale the team and processes as demand grows through standardized templates, runbooks, and onboarding of new team members.

Required Skills:

• 5+ years of experience as a Business Analyst, Technical Business Analyst, or Data/Reporting, Analyst, preferably in financial services or asset management.
• Excellent verbal and written communication skills, with the ability to engage confidently with business and senior stakeholders.
• Proven ability to gather requirements, map business processes, and translate them into clear technical specifications.
• Strong hands-on Python skills for data processing and automating repetitive reporting tasks.
• Strong SQL skills for data extraction, validation, and reconciliation across databases.
• Advanced Microsoft PowerPoint skills, including building and maintaining templated, data driven presentations.
• Working knowledge of financial concepts, investment products, and investment performance metrics.
• Basic Linux commands and FTP/SFTP file transfers.
• Experience leading or mentoring team members in a global delivery model.

Good to Have:

• Hands-on experience with the Seismic platform, especially content automation and document generation.
• Exposure to financial data platforms and content management systems.

Education:

Bachelor’s degree in computer science, Information Systems, Finance, Business, or a related field.