Senior/Lead Technical Business Analyst

Join a leading global investment management environment as a Senior/Lead Technical Business Analyst supporting a strategic Client Reporting initiative within Investment Operations. In this role, you will help shape the future-state reporting architecture by contributing to the build-out of a scalable reporting database in Snowflake, designed to support a growing portfolio of insurance SMAs with complex and bespoke reporting requirements.You will work closely with technology, data, reporting, and operations teams to document current reporting data flows, define future-state data architecture, and translate complex business needs into clear data, modeling, and integration specifications. The role is key to improving data accuracy, lineage, and scalability across core source systems such as Geneva, Everest, and other reporting platforms.In addition to the Client Reporting workstream, you will also support BAU Investment Operations initiatives, including automation projects related to corporate actions and asset transfers in Geneva.This role is offered in a remote work model, with working hours required until 18:00 CET.ResponsibilitiesPartner with Client Reporting, Geneva Tech, Everest Tech, Data Ops, and Investment Operations to document current-state reporting data flows and define the future-state reporting architecture in SnowflakeTranslate complex client reporting requirements, particularly for insurance SMAs, into clear data, modeling, and integration specificationsSupport the design of the Snowflake reporting database, including source-to-target mapping, data lineage, and reconciliation logic across Geneva, Everest, and other source systemsWrite and review SQL to validate data, prototype reporting outputs, and support data quality reviewsMap end-to-end data flows across all inputs into client reporting outputs, including investment accounting data (Geneva), portfolio and position data (Everest), reference and static data, and performance, exposure, and risk metricsIdentify and document all manual processes within current reporting workflows and define requirements to eliminate manual interventionProduce high-quality functional and technical documentation, including business and data requirements, source-to-target mappings, data models and lineage diagrams, and control and reconciliation requirementsDefine requirements for data quality, validation, and reconciliation to ensure reporting accuracy and auditabilitySupport the corporate action asset transfer automation workstream in Geneva by documenting current-state processes, defining requirements, and partnering with Technology on deliverySupport additional BAU Investment Ops projects as prioritized, balancing strategic and tactical workWork with Technology and QA teams to clarify requirements during build and testing phasesSupport UAT planning and execution by validating delivered functionality against business intentIdentify gaps, risks, and dependencies early and escalate as neededMaintain traceability between requirements, delivered functionality, and control objectivesRequirements5+ years of experience as a Technical Business Analyst, Data Analyst, or Analytics Engineer supporting reporting or data platform initiativesStrong hands-on SQL skills and experience working with Snowflake (or comparable cloud data warehouse)Demonstrated 'AI-first' mindset, with hands-on experience using GenAI tools to accelerate SQL development, data modeling, source-to-target mapping, and reporting prototypingExperience supporting client reporting, regulatory reporting, or investment reporting workflowsStrong ability to translate complex business requirements into structured data and functional specificationsComfortable working across multiple teams and systems simultaneouslyStrong written and verbal communication skillsNice to haveExperience working with Geneva, Everest, or comparable investment accounting and portfolio management platformsFamiliarity with applying AI/ML techniques to data quality, reconciliation, and reporting automation, including the use of LLMs for data exploration and documentationExperience supporting complex institutional reporting requirementsFamiliarity with BI and reporting tools (e.g., Sigma, Power BI, Tableau)We offerWe gather like-minded people:Top tech minds driving innovation in AI, cloud and digital platform modernizationSupportive team and agile, startup-like cultureHybrid by design mode and opportunity to work remotely within PolandChance to work abroad for up to 60 days annuallyBusiness-driven relocation opportunitiesWe provide growth opportunities:Career development programsThought leadership, mentoring, soft skills and well-being programsCertification (Anthropic, Gemini, GCP, Azure, AWS)English classesWe cover it all:Stable payParticipation in the Employee Stock Purchase Plan with a 15% discountBenefits package (health insurance, multisport, shopping vouchers)Referral bonuses up to $2,000Offices featuring entertainment and relaxation zones, table tennis and football, free snacks, coffee and moreCorporate, social and well-being eventsPlease, note:Benefits listed above are available to employees onlyWe are open for working with Contractors. Terms of B2B cooperation agreements are agreed individuallyWe will reach out to selected candidates exclusivelyEPAM is global leader in AI transformation engineering and integrated consulting, serving Forbes Global 2000 companies and ambitious startups. With over thirty years of expertise in custom software, product and platform engineering, we empower our clients to become AI-Native enterprises, driving measurable value from innovation and digital investments.