Reporting Analyst

Role Description

Location

• Mumbai

Experience

– 5+ years

Role Responsibilities

• Collaborate with stakeholders, ensuring alignment with project goals, and provide proactive support to the Project Manager/team.
• Track and monitor project activities, milestones, and business outcomes using RAG status; identify and flag potential risks ahead of time.
• Drive follow-ups across cross-functional teams, based on requirements and approaching deadlines, to maintain project momentum.
• Generate and present regular status reports to stakeholders, highlighting progress, key risks, challenges, and proposed solutions.
• May be asked to prepare and maintain Committee packs or other ad hoc project artefacts/documentation, ensuring accuracy and clarity of information.
• Generation and maintenance of Business Requirements Documents, co-ordinate and drive requirements discussions.
• Attendance at requirements prioritisation and IT release/scrum calls, general understanding of key requirements and provide feedback/input.
• Adopt a Business Analyst mindset to critically challenge inputs and assumptions from developers and other BAs, ensuring feasibility and alignment with business objectives.
• Strong understanding of financial products and technological systems used in the investment banking sector.

Requirements

• Proven Business Analyst experience in Business Requirements Document & other project documentation generation, project coordination, stakeholder management, and supporting project managers.
• Strong tracking and reporting skills using RAG status; ability to manage risks and follow-ups across teams & regions.
• Experience preparing committee packs, UAT planning, and delivering regular progress reports to stakeholders.
• Analytical mindset to challenge assumptions; proactive & motivated individual who is able to take on tasks independently, solid understanding of financial products and technological systems in investment banking.
• Basic proficiency in data tools like Excel/SQL; prior experience in financial services/regulatory capital reporting, JIRA, Confluence, Powerpoint is a plus.
• Strong exposure to Capital Regulatory Reporting, RWA, CVA calculation, previous experience of working on Basel programs (Basel 2.5, 3/4) will be helpful
• Good exposure to financial asset classes (SFT, OTC/ETD, Loans) is highly desired
• 3+ years of hands-on Alteryx/Power BI (ideally both) Designer experience with advanced tool proficiency would be beneficial (as the BA may be called upon to utilise this skillset). This requires
  • Strong SQL skills with experience in complex joins, window functions and stored procedures
  • Experience with banking databases such as SQL Server and data warehouses
  • Understanding of API integration and web service connections
  • Familiarity with data visualisation tools (Power BI, Tableau)