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Senior Business Analyst – Account & Reference Data Management, Officer

State Street
London, GBR
Full-time
Senior
Onsite
Discovered 1 weeks ago
Business analysisRequirements managementAccount and reference dataAsset management operating modelsData governanceData quality controls

Full Job Posting

Role summary

The Senior Business Analyst will support the growth and strategic evolution of the Account & Reference Data Management practice.

The role works with Product, Architecture, Technology, Operations, EDM, and Client Implementation teams to define, document, govern, and improve account and reference data capabilities across the Alpha platform.

The work includes account resolution, automated account creation, account and benchmark governance, entity mastering, account health monitoring, and reference data services.

Business analysis and governance

  • Elicit, analyze, and document business, operational, and data requirements; facilitate cross-functional workshops.
  • Produce requirements documents, functional specifications, and user stories; document current- and target-state operating models.
  • Support roadmap prioritization and governance for account master data, hierarchies, relationships, classifications, lifecycle status, lineage, and distribution controls.
  • Identify governance gaps, define standards, and support account resolution and automated account-creation capabilities.
  • Document business rules, controls, exception scenarios, and operational procedures.

Data quality and operating models

  • Define data-quality controls, monitoring requirements, and validation rules; support exception-management operating models.
  • Analyze reconciliation and data-integrity issues and define remediation workflows and ownership.
  • Develop and maintain SOPs, operating handbooks, service definitions, process flows, RACI matrices, governance frameworks, data standards, dictionaries, and policy documentation.
  • Create executive-ready documentation for governance forums, client implementations, and operational teams.

Reporting and change delivery

  • Define reporting and analytics requirements for account-health dashboards, entity-health reporting, scorecards, exception reporting, reconciliation views, relationship integrity, workflow impact, and audit controls.
  • Define KPIs, business rules, and visualization requirements for Power BI solutions.
  • Support strategic change initiatives, manage requirements through delivery, coordinate testing and business validation, and support implementation and change management.
  • Contribute to roadmap planning and prioritization.

Required experience

  • The available description states 3–5 years of Business Analyst experience, but its text is truncated before the full qualification is provided.
  • Requires a detailed understanding of asset-management operating models and experience with account, security, benchmark, portfolio, and reference data domains.

Key deliverables

Deliverables include account resolution operating models, automated account creation frameworks, account and benchmark governance standards, EDM configuration requirements, data-quality rule libraries, and client onboarding requirements.

Additional deliverables include account-health dashboards, reference-data governance controls, account hierarchy and relationship models, business cases, roadmap proposals, and executive steering committee materials.

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