Lead Technical Business Analyst (Client Reporting & Snowflake)
Skills
About the role
Responsibilities
Lead discovery to document current-state client reporting data flows and define future-state architecture in Snowflake
Translate complex insurance SMA client reporting requirements into clear data, modeling, and integration specifications
Design source-to-target mappings, data lineage, and reconciliation logic across Geneva, Everest, and other source systems
Write and review SQL to validate data, prototype reporting outputs, and support data quality reviews
Map end-to-end data flows from investment accounting, portfolio and position, reference data, and metrics into reporting outputs
Identify manual steps in reporting workflows and define requirements to eliminate manual intervention
Produce functional and technical documentation such as business and data requirements, mappings, models, lineage diagrams, and control requirements
Define data quality, validation, and reconciliation requirements to ensure accuracy, auditability, and control objectives
Partner with Technology and QA to clarify requirements through build and testing phases
Support UAT planning and execution by validating delivered functionality against business intent
Support corporate actions asset transfer automation in Geneva by documenting processes and defining delivery requirements
Identify gaps, risks, and dependencies early and escalate as needed
Maintain traceability between requirements, delivered functionality, and reporting control objectives
Requirements
5+ years of experience as a Technical Business Analyst, Data Analyst, or Analytics Engineer supporting reporting or data platform initiatives
5+ years of experience translating complex reporting needs into structured business and data requirements
Proven leadership skills to drive alignment across Client Reporting, Technology, Data Ops, and Investment Operations
Strong project ownership skills to balance strategic delivery with BAU Investment Ops priorities
Advanced SQL skills to validate data, prototype outputs, and support data quality reviews
Strong process analysis skills to identify manual steps and define requirements to remove manual intervention
Regulatory reporting experience supporting client, regulatory, or investment reporting workflows
Requirements analysis expertise to produce clear functional and technical specifications and maintain traceability
Strong communication skills for high-quality written documentation and clear stakeholder updates
Upper-Intermediate English proficiency (B2, Upper-Intermediate)
Nice to have
Snowflake experience for cloud data warehouse reporting layers
SS&C Advent Geneva experience
Asset management reporting domain knowledge
Reconciliation and EOD/BOD procedures experience
Analytics and reporting tools experience (e.g., Sigma, Power BI, Tableau)
We offer
International projects with top brands
Work with global teams of highly skilled, diverse peers
Healthcare benefits
Employee financial programs
Paid time off and sick leave
Upskilling, reskilling and certification courses
Unlimited access to the LinkedIn Learning library and 22,000+ courses
Global career opportunities
Volunteer and community involvement opportunities
EPAM Employee Groups
Award-winning culture recognized by Glassdoor, Newsweek and LinkedIn
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