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. 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.

• 5+ years of experience as a Technical Business Analyst, Data Analyst, or Analytics Engineer supporting reporting or data platform initiatives
• Strong hands-on SQL skills and experience with Snowflake or comparable cloud data warehouses
• Demonstrated "AI-first" mindset with hands-on experience using GenAI tools to accelerate SQL development, data modeling, source-to-target mapping, and reporting prototyping
• Experience supporting client reporting, regulatory reporting, or investment reporting workflows
• Strong ability to translate complex business requirements into structured data and functional specifications
• Comfortable working across multiple teams and systems simultaneously
• Strong written and verbal communication skills

Nice to have:

• Experience with Geneva, Everest, or comparable investment accounting and portfolio management platforms
• Familiarity with applying AI/ML techniques to data quality, reconciliation, and reporting automation, including use of LLMs for data exploration and documentation
• Experience supporting complex institutional reporting requirements
• Familiarity with BI and reporting tools such as Sigma, Power BI, Tableau

• Partner with Client Reporting, Geneva Tech, Everest Tech, Data Ops, and Investment Operations to document current reporting data flows and define future-state architecture in Snowflake
• Translate complex client reporting requirements for insurance SMAs into data, modeling, and integration specifications
• Support design of the Snowflake reporting database, including source-to-target mapping, data lineage, and reconciliation logic across Geneva, Everest, and other systems
• Write and review SQL to validate data, prototype reporting outputs, and support data quality reviews
• Map end-to-end data flows into client reporting outputs, including investment accounting data (Geneva), portfolio and position data (Everest), reference data, and performance metrics
• Identify and document manual processes in current reporting workflows and define requirements to eliminate interventions
• Produce high-quality business and technical documentation, including data requirements, source-to-target mappings, data models, lineage diagrams, and control requirements
• Define requirements for data quality, validation, and reconciliation to ensure accuracy and auditability
• Support corporate action asset transfer automation in Geneva by documenting processes and partnering with Technology
• Support additional BAU Investment Operations projects balancing strategic and tactical work
• Collaborate with Technology and QA teams to clarify requirements during build and testing
• Support UAT planning and execution by validating delivered functionality
• Identify and escalate gaps, risks, and dependencies early
• Maintain traceability between requirements, delivered functionality, and control objectives

EPAM is a global leader in AI transformation engineering and integrated consulting, serving Forbes Global 2000 companies and startups. The company has over thirty years of experience in custom software, product and platform engineering, empowering clients to become AI-Native enterprises. Benefits listed are available to employees only; EPAM is open to working with Contractors under individually agreed B2B cooperation agreements. Only selected candidates will be contacted.