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.
• 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.