Business Data Analyst - CFA / Equity / Stock [SQL]
Project Description:
- This role sits within a small, high-impact team supporting Public/Private Market investment activities in a Singapore Sovereign Fund.
- The team partners closely with Portfolio Management, Trading, Investment Operations, Risk, and Technology teams to deliver trusted investment data, reporting, and analytical capabilities that support investment decision-making and operational excellence.
- The role focuses on public markets instruments, investment operations, reporting, and investment data management, with opportunities to contribute across business analysis, data analytics, and process improvement initiatives.
Responsibilities:
- Act as a subject matter expert on public markets instruments and investment data, ensuring reporting outputs accurately reflect market and operational activities.
- Prepare, maintain, and enhance analysis-ready datasets to support portfolio management, investment operations, reporting, and analytics.
- Translate business questions and stakeholder requirements into structured data requirements, metrics, and analytical solutions.
- Develop and maintain reporting datasets and analytical models used for recurring reporting, dashboards, and ad-hoc analysis.
- Investigate recurring data, reporting, and operational issues through root-cause analysis and recommend sustainable solutions.
- Partner with portfolio managers, investment operations, risk, and technology teams to support reporting and analytical initiatives.
- Contribute to business analysis activities including requirements gathering, solution design, process improvement, and user acceptance testing.
Mandatory Skills Description:
- 6-8 years of experience in Asset Management, Investment Management, Sovereign Wealth Funds, Private Equity, Investment Operations, Investment Reporting, or Data/Business Analyst roles supporting investment teams.
- Investment Domain Knowledge: Strong understanding of investment products and operational processes across Public and/or Private Markets.
- Familiarity with fund structures, capital calls, distributions, valuations, commitments, NAV reporting, cashflows, and portfolio reporting.
- Experience supporting investment, finance, operations, or portfolio management teams.
- Advanced SQL proficiency
- Strong analytical and problem-solving skills with experience investigating investment data and reporting issues.
- Experience working with large and evolving datasets.
Nice-to-Have Skills Description:
- Experience with Tableau, Power BI, QlikView, or Qlik Sense.
- Familiarity with Snowflake or cloud data platforms.
- Experience working with JIRA.
- Knowledge of Python for data analysis or automation.
- CFA qualification (Level 2 or above preferred)