Business Analyst - Investment

Business Analyst – Data (Insurance)

Job Summary

Looking for a Business Analyst with strong experience in Insurance Data and Data Analytics.

The candidate should understand Policy, Accounting, Data Mapping, Data Quality, and business requirements, and be able to bridge business and engineering teams.

Responsibilities

• Gather and document business requirements.

• Perform source-to-target mapping.

• Define business rules and transformation logic.

• Conduct data analysis and profiling.

• Work with data engineering teams during implementation.

• Define data quality rules.

• Validate delivered datasets with business users.

• Prepare functional specifications and mapping documents.

Must Have Skills •

Business Analysis

• Data Mapping

• Source-to-Target Mapping

• Data Quality

• SQL

• P&C Insurance

• Policy

• Accounting

• Excel

• Requirement Gathering

Preferred

• Claims

• Billing

• Underwriting

• Reinsurance

• Azure

• Snowflake

• Databricks  

Supercharge Your Career as a Technical Business Analyst at Technoidentity!

Are you ready to solve people challenges that fuel business growth? At Technoidentity, we’re a Data+AI product engineering company building cutting-edge solutions in the FinTech domain for over 13 years—and we’re expanding globally. It’s the perfect time to join our team of tech innovators and leave your mark!

What’s in it for You?

We are seeking an experienced Technical Business Analyst with strong Utility / Energy domain expertise to bridge business requirements and technical implementation. The ideal candidate will work closely with business stakeholders, product owners, and engineering teams to deliver high-quality solutions within Utility, Energy, and related enterprise platforms. You will be responsible for understanding utility business processes, translating

requirements into functional and technical specifications, and ensuring alignment between business objectives and system design.

Technical Business Analyst – Utility / Energy Domain

Hyderabad

Fulltime

What Will You Be Doing?

Requirement Gathering & Analysis

•Conduct detailed requirement-gathering sessions with business stakeholders in the Utility / Energy domain.

•Analyze business needs and translate them into clear functional and technical requirements.

Domain Analysis (Utility / Energy)

•Work on use cases related to Power & Utilities, Retail Energy, Metering, Billing, Customer Information Systems (CIS), Outage Management (OMS), Energy Trading, or Regulatory Reporting.

•Understand end-to-end utility workflows such as customer onboarding, billing cycles, consumption data, settlements, and compliance.

Documentation

• Create and maintain BRDs, FRDs, Functional Specifications, and User Stories.

• Ensure documentation reflects utility-specific business rules and regulatory constraints.

Process Mapping & Improvement

• Analyze current-state utility processes and define future-state workflows.

• Identify gaps, inefficiencies, and automation opportunities.

Stakeholder Communication

• Act as a liaison between utility business users, product teams, developers, QA, and project managers.

• Ensure alignment on scope, timelines, and deliverables.

Solution Design & Collaboration

• Work closely with engineering teams to design scalable solutions aligned with utility business requirements.

• Ensure solutions are technically feasible and compliant with industry standards.

Testing & Validation

• Define test scenarios and acceptance criteria.

•Participate in UAT, validating solutions against utility business needs.

Project & Post-Go-Live Support

•Support deployment and post-deployment activities.

•Assist in issue triaging and production support for utility applications.

What Makes You the Perfect Fit?

Education

• Bachelor’s degree in Computer Science, Information Systems, Business, or a related field.

Experience

•Minimum 8+ years of experience as a Business Analyst.

•Hands-on experience working on Utility / Energy domain projects is mandatory.

Technical Skills

•Familiarity with SQL, Java, JavaScript, Python or similar technologies.

•Experience with JIRA / Azure DevOps (ADO), Confluence, or similar tools.

•Strong skills in data analysis, data modeling, and process mapping. Soft Skills

•Strong analytical and problem-solving abilities.

•Excellent communication skills with the ability to explain technical concepts to non-technical stakeholders.

•Experience working in Agile / Scrum environments.

Preferred Qualifications

•Business Analysis certifications such as ECBA, CBAP, PMI-PBA.

•Prior experience in Utility, Energy, Power, or related regulated industries.

•Exposure to Tolling, Collections, Finance, or Billing systems is an added advantage.

•Basic understanding of project management and cross-functional coordination.

Job Title: Manager - Product, Finance & Actuarial

Role: Domain Expert / Specialist – Fund Accounting & Portfolio Management

Location: Hyderabad

Job Type: Full-time

Job Summary

We are looking for a highly analytical and detail-oriented Domain Expert/Specialist in Fund Accounting & Portfolio Management to join our Product, Finance & Actuarial team. The ideal candidate should possess strong expertise in fund accounting, portfolio management services (PMS), investment operations, financial analysis, and reconciliation processes.

In this role, you will work closely with business stakeholders and the engineering team to translate complex financial and investment workflows into scalable product solutions. You will also lead analysts, drive process improvements, ensure quality deliverables, and support the development of financial products and reporting solutions.

Key Responsibilities

• Act as a subject matter expert in Fund Accounting, Portfolio Management Services (PMS), investment operations, and financial reporting.
• Understand client requirements, regulatory guidelines, compliance needs, and investment workflows, and translate them into clear business and functional requirements.
• Collaborate with cross-functional teams to enhance financial products and automate operational workflows.
• Conduct detailed financial analysis to support product development, business decisions, and operational improvements.
• Develop, validate, and maintain financial models, including portfolio valuations, cash flows, NAV calculations, reconciliations, and performance reporting.
• Analyze financial data, identify trends, investigate variances, perform reconciliations, and recommend process improvements.
• Prepare reports, dashboards, presentations, and analytical insights for internal stakeholders and clients.
• Investigate portfolio, accounting, and reconciliation issues, providing timely resolutions and communicating findings effectively with clients and stakeholders.
• Lead, mentor, and manage analysts while ensuring timely delivery, accuracy, and quality of work.
• Create and maintain documentation for financial models, business processes, workflows, and product requirements.
• Support senior management with business analysis, product enhancements, and strategic initiatives.

Requirements

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Commerce, Economics, Mathematics, Statistics, or a related discipline.
• Professional qualifications such as CA, CFA, CPA, FRM, CMA, MBA (Finance), or equivalent will be an added advantage.
• 4–8 years of experience in Fund Accounting, Portfolio Management Services (PMS), Asset Management, Investment Operations, Financial Analysis, or similar domains.
• Strong understanding of fund accounting principles, portfolio accounting, financial statements, investment products, and reconciliation processes.
• Experience in financial modelling, reporting, and analytical problem-solving.
• Advanced proficiency in Microsoft Excel and MS Office applications (Word, PowerPoint, Email).
• Experience working with financial systems, investment platforms, or portfolio management applications is preferred.
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent communication and stakeholder management skills.
• Ability to lead teams, manage multiple priorities, and deliver high-quality results within deadlines.
• Strong attention to detail with a continuous improvement mindset.

Ideal Candidate

1

Strong Lead Business Analyst Profile with team leadership experience and BFSI background

2

Mandatory (Experience 1): Must have 6+ years of experience as a Business Analyst, including team lead or people-management experience with at least recent 2+ years in BFSI background

3

Mandatory (Experience 2): Must have proven ability to lead and mentor analysts and coordinate work across multiple stakeholders

4

Mandatory (Experience 3): Must have owned requirement gathering, analysis, and documentation end-to-end for key initiatives, ensuring quality and consistency of BA deliverables

5

Mandatory (Experience 4): Must have experience translating business needs into functional specifications, user stories, and process flows with senior stakeholders

6

Mandatory (Experience 5): Must have experience defining and driving BA best practices, standards, templates, and process improvements

7

Mandatory (Experience 6): Must have experience overseeing testing, validation, and stakeholder sign-off across workstreams

8

Mandatory (Skill 1): Must have strong requirement-gathering, documentation, and stakeholder-management skills.

9

Mandatory (Skill 2): Must have excellent communication, analytical, and leadership abilities, with a data-informed decision-making approach

10

Mandatory (Domain): Must have a background in the BFSI (Banking, Financial Services & Insurance) sector

11

Mandatory (Shift): Must be willing to support calls during EST hours (this is an EST-based project)

12

Preferred (Tools): Hands-on experience with Unqork or other low-code / no-code platforms

This role will be permanent with NAM info and deploy to client location Hyderabad & Pune.

Work Mode: WORK FROM OFFICE

Role Descriptions:

• Perform detailed data analysis and support business decision-making
• Gather and document business requirements and translate them into technical specifications
• Work closely with stakeholders to define data needs and reporting requirements
• Create user stories, functional specifications, and support UAT activities
• Ensure alignment between business objectives and data solutions

Required Skills:

• Strong expertise in SQL and data querying
• Proven experience in data analysis, requirement gathering, and stakeholder management
• Ability to translate business requirements into technical solutions and user stories
• Good understanding of data models, reporting, and analytics concepts

Skills: Business Analysis~ORACLE SQL

Locations: ~HYDERABAD~PUNE~

Desire candidate

• Candidate should have valid PF.

Position Summary

This is a key role supporting the day‑to‑day operation of one of our esteemed customers' core financial systems across the organization. In this role, you will support application configuration and best practices for systems including Hyperion, PeopleSoft, Concur, Oracle Transportation Management (TMS), Planview, Lucernex, and Coupa. The scope of this role will continue to expand as additional finance systems are shared across multiple business processes and application modules.

Reporting to the Finance Systems Manager and working closely with multiple business stakeholders as well as functional and technical application support teams across the enterprise, you will be responsible for ensuring the ongoing integrity, stability, and effectiveness of application functionality across the Customer's systems landscape.

This position provides an excellent opportunity to support change within a cross‑functional, multi–business unit environment, with exposure to all areas of Finance operations. The role offers a fast‑paced and challenging work environment, with regular interaction and visibility across multiple levels of management.

What you will do:

• Query, script and reporting writing within Finance applications such as Hyperion, PeopleSoft, Concur, Oracle Transportation Management (TMS), Planview, Lucernex, and Coupa
• Application configuration to support core business functionality of procure to pay (P2P)
• Ensure Finance standards are consistently achieved and proactively monitored within our core finance applications
• Engage with broader Finance Systems and Data Governance team members to perform root-cause analysis related to Finance application integrity and/or data fixes resulting from upstream system integrations
• Engage with broader Finance Business Analysts members to support in application enhancements and improvement initiatives.

What we are looking for:

• Demonstrated experience supporting financial and/or operational business processes, such as:
• Record-to-Report (close, consolidation, reporting)
• Procure-to-Pay (requisition → PO → invoice)
• Lease/real estate management and/or portfolio delivery processes
• Proven track record in incident/problem/change management with practical experience leading triage, RCA, and release coordination.
• Ability to elicit requirements and convert them into configuration recommendations and well-defined work items.
• Hands-on leadership of UAT, including test planning, execution, defect management, and go-live readiness.
• Strong understanding of integrations from a functional support standpoint (how data flows, common failure modes, reconciliation).

What you will bring:

• 5+ years in functional application support or functional analyst roles supporting enterprise applications (ERP/EPM/SaaS).
• Bachelor’s degree in business, Finance, Information Systems, Supply Chain, or equivalent experience.
• Strong functional support mindset: restore service quickly, prevent repeat issues, and improve stability over time
• Functional support experience with one or more of:
• Coupa (P2P, catalog/invoicing, supplier enablement, matching rules)
• Lucernex (leases, escalations, CAM, critical dates, lease reporting)

Good to have any of the following skills:

• PeopleSoft Financials (ChartFields, AP, GL, workflow, batch processes)
• Concur (expense policy, audit rules, corporate card feeds, ERP posting)
• OTM/TMS (tendering, execution, rating, freight settlement/audit)
• Planview (demand intake, portfolio/resource mgmt., governance workflows)
• Hyperion (planning, consolidation, metadata/hierarchies, Smart View support)
• Ability to read and validate file layouts/mapping documents, troubleshoot integration logs, and run basic queries (SQL) for investigation.
• Experience with structured intake forums, prioritization frameworks, product ownership, or ITIL-based service management.
• Experience partnering with data governance teams or supporting data quality controls and stewardship processes.

Work time: Eastern time zone (US Shift)

We’re looking for a dynamic and driven Data Analyst to join our team of technology enthusiasts. This role is crucial in transforming data into insights that support strategic decision-making and innovation within the insurance technology (InsurTech) space. If you’re passionate about working with data, understanding systems, and delivering value through analytics, we’d love to hear from you.

What We’re Looking For

• Proven experience working as a Data Analyst or in a similar analytical role
• 5+ Years of experience in the field
• Strong command of SQL for querying and manipulating relational databases
• Experience with Power BI for building impactful dashboards and reports
• Familiarity with QlikView and Qlik Sense is a plus
• Ability to communicate findings clearly to technical and non-technical stakeholders
• Knowledge of Python or R for data manipulation is nice to have
• Bachelor’s degree in Computer Science, Statistics, Mathematics, Economics, or a related field
• Understanding of the insurance industry or InsurTech is a strong advantage

What You’ll Be Doing:

• Delivering timely and insightful reports to support strategic decision-making
• Working extensively with Policy Administration System (PAS) data to uncover patterns and trends
• Ensuring data accuracy and consistency across reports and systems
• Collaborating with clients, underwriters, and brokers to translate business needs into data solutions
• Organizing and structuring datasets, contributing to data engineering workflows and pipelines
• Producing analytics to support business development and market strategy

Major

Accountabilities 

• At least 7+ years of hands-on development experience on LIFE ASIA / LIFE 400 and SMART/400 tools  
• Strong practical experience in developing, enhancing, and supporting AS/400-based applications in a production environment 
• Understand the big picture to define business capabilities and go forward roadmap. 
• Analyze and define user needs and translate them into requirements/ Business and Functional Requirement Document /data mapping documents. 
• Analyze and document how systems, processes, procedures, and clients will be impacted by future development with a focus on the links between processes and systems throughout the organization. 
• Create and/or provide comments into internal and external communications and user documentation. 
• Review and provide comments on business and technical documentation. 
• Support business on the roll-out of what has been developed with a focus on end-to-end validation. 
• Act in an advisory capacity as well as coach/mentor Business & Systems Analysts. 
• Collaborate with multiple stakeholders influencing and sharing recommendations. 

Specialized

Knowledge 

• Experience in working with Insurance, Pensions or related financial institution and understand its business processes.  
• Knowledgeable in SDLC and Agile methodology.  
• Experienced in or excited to learn Agile way of working.  
• Communicates effectively both verbally and in writing.  
• Strong analytical and problem-solving skills.  
• Fast learner and can work under minimal supervision.  
• Strong analytical and problem-solving skills.  
• Strong communication skills, both written and verbal.  
• Attention to detail and Facilitation skills.  
• Strong planning and organizational skills, with the ability to multi-task.  
• Strong PC skills including MS Word, Excel, PowerPoint, Visio.  
• Strong Knowledge on JIRA Cloud.  
• Experience in using Collaboration tools for e.g., MIRO 
• Bachelor’s degree in business, Computer Science or relevant field. 
• A minimum of 5 years’ experience as a business systems analyst. 
• Ability to translate complex ideas into simple language for non-technicians 
• Sharp problem-solving, analytical and innovation skills. 
• Solid technical background and skilled at developing releases for Upgrades, troubleshooting and implementation of new enhancements. 
• Keen leadership and project management skills, ability to drive projects from inception to completion. 

Soft Skills 

• Demonstrated problem solving, communication and organizational skills, a positive attitude, and the proven ability to negotiate and influence others to obtain desired results. Strong professional consulting skills 
• Ability to speak in business terms, as well as the ability to effectively communicate both internally and externally 
• Mature, confident, and performance-oriented 
• Capable of developing strong relationships with all levels of management 
• Must possess excellent problem-solving skills for large complicated and broad issues and able to work independently. 
• Able to work in a complex environment with a mix of technologies and different levels of IT maturities in each business unit. 

Education 

• Graduate (B.E. / B.Tech.) from a renowned University  
• 5- 7 years (Min: 5 years | Max: 7 years) of experience as a Business Systems Analyst.  
• Experience in insurance, finance and/or banking applications is preferred.  

Are you passionate about leveraging data to drive strategic decisions? Join us at OIP Insurtech, where you'll play a pivotal role in analyzing market trends, optimizing operational processes, and transforming customer experiences. Bring your analytical prowess and business acumen to collaborate with a dynamic team dedicated to shaping the future of insurance technology. Apply now and be part of revolutionizing the industry with cutting-edge insights and solutions.

Requirements:

• 3-5 years of experience 
• Capable of independently conducting various aspects of business analysis, including requirements gathering, process analysis, and documentation. 
• Proactive in identifying and prioritizing issues within their domain and taking the initiative to work with the team to resolve them.
• Strong background in accounting and/or financial controlling 
• Demonstrates a high level of skill and independence
• Understands the full business analysis lifecycle and is proficient in handling various business problems and custom cases.
• Good knowledge of English
• Experience in accounting and business analysis in the IT industry is highly desirable 
• Working knowledge of software development concepts, technologies, practices, and principles, and the ability to use them in different situations independently
• Good understanding of the software development lifecycle

Duties and responsibilities:

• Works closely with the development team and other stakeholders to investigate model business functions, business processes, information flows, and data structures
• Investigate operational issues, problems, and new opportunities; seek effective business solutions through improvements in aspects of business areas or systems of interest
• Assists in the analysis of underlying issues and their root causes, and identifies available options
• Communicates with clients and other stakeholders and assists in presenting issues and solutions both verbally and in writing
• Specifies data, data objects, and information flows that align with the needs of the business
• Produces business analysis deliverables using relevant documentation styles in line with company standards
• Facilitates stakeholder meetings and workshops, and presents findings and actions both verbally and in writing to the business
• Able to translate business requirements into a structured form
• Able to create structure within projects and project teams following Agile principles
• Understands the domain (Insurance Industry) and how it functions, after spending 6M in the company
• Understands the entire Policy Lifecycle, after spending 6M in the company
• Experience in using tools like Jira, Confluence, LucidChart, or other software for requirements management, documentation, and process modeling
• Experience with Agile frameworks
• Experience with testing methodologies, test planning, and quality assurance processes to ensure reliable and robust systems

Strong Data Analyst Profile with advanced Excel and SQL expertise

2

Mandatory (Experience 1): Must have 4+ years of overall experience as a hands-on Data Analyst

3

Mandatory (Tech skill 1): Must be highly proficient in advanced Excel — complex functions, macros, calculations, and pivots

4

Mandatory (Tech skill 2): Must have strong hands-on SQL and a good understanding of relational database concepts

5

Mandatory (Tech skill 3): Must be able to automate routine tasks using Python (for automation purposes)

6

Mandatory (Skill 1): Must have exceptional analytical, problem-solving, and logical skills, with strong attention to detail and accuracy

7

Mandatory (Skill 2): Must be able to understand complex data and business logic and convert it into a model (the role models complex utility tariffs, rates, and programs)

8

Mandatory (Communication): Must have strong verbal and written communication, able to work independently with India- and US-based team members and articulate problems and solutions over calls and email.

9

Mandatory (Location): Must be based locally in Pune (or the nearby Maharashtra belt — Mumbai, Nagpur), as the final round is in person

10

Preferred (Domain): Experience in the Energy/Utility industry and familiarity with basic utility (electrical/gas) tariff concepts