• Location:

Mumbai

• Department:

AI & Data(IBP)

• Division:

IBP Digital and Technology

• Employment Type:

Full time

• Salary:

Competitive

Senior Data Analyst - Data & Analytics (12730)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Role Purpose

We are seeking a Technical Business Analyst to lead the **scoping, documentation, ** and ** ** **provide inputs for ** design of data, reporting, AI, automation and analytics solutions. The role bridges business strategy and execution, helping to move the business from legacy solutions and processes to scalable, governed and automated solutions built on Microsoft technologies. The role will involve working with senior leaders from across our business to understand current technical solutions or manual processes, pain points, potential efficiencies, opportunities and requirements which will help inform future solutions. As a part of this role, we want the Technical Business Analyst to be instrumental in helping to define, drive and to deliver solutions that will help drive operational efficiency, improved decision making, deliver measurable and help support strategic business / operational objectives.

As a part of this role, we will need the Technical Business Analyst to be “hands-on”, in understanding legacy solutions and processes (e.g. reports, dashboards and data flows) that have been built and how these can be brought in-line and modernised with our current technical standards, technologies and processes. We will need proven ability to help reverse engineer existing solutions, understand data sources, data sets & transformations and ability to interpret and mapdata models. Working together with the business, they will need to document and validate functional and technical requirements, where they will then help to design the future-state solution and to quantify value. Collaborating with technical teams, engineers, BI analysts and stakeholders, they will help to build a plan to deliver updated solutions back to the business. We expect the Analyst to help pull together a holistic view of the current end-to-end solution and a roadmap for modernisation.

The role requires a proactive mindset, strong analytical and problem-solving skills, and a commitment to continuous improvement. The Analyst will work cross-functionally with data engineers, BI developers, and business stakeholders to deliver robust, scalable solutions that drive operational efficiency, support strategic business objectives and improve decision making. We will need experience with Microsoft Data & Analytics technologies including but not limited to Power BI, Azure Data Lake, Azure SQL and Databricks. They will need strong communication and ability to interact with senior stakeholders. Our expectation is that the Technical Business Analyst helps stays current with evolving data technologies and best practices.

Key Responsibilities

• Stakeholder Management

• Act as a bridge between business stakeholders (executives, finance, risk, operations) and technical teams.

• Communicate progress, risks, and design decisions clearly and confidently.

• Facilitate workshops, design sessions, and UAT with business and technology teams.

• Discovery and Analysis

• Conduct detailed reviews of the existing technical solutions (e.g. Power BI Reports & Dashboards, SSIS data integrations) and underlying flat-file and SQL DB data sources.

• Document current-state architecture, data flows, dependencies, and pain points.

• Identify and validate core business metrics, KPIs, and data definitions.

• Collaborate with executives and data owners to clarify reporting needs, data gaps, and decision-use cases.

• Requirements Gathering and Documentation

• Develop comprehensive business and functional requirement documents (BRDs/FRDs).

• Capture and translate executive-level needs into technical specifications for the engineering and BI teams.

• Maintain traceability between business outcomes, KPIs, and data sources.

• Ensure requirements align with enterprise data governance and security standards.

• Ensure alignment with the organisation's data mesh and data governance principles.

• **Governance and Quality - **

• Support definition and tracking of data quality rules and validation checks.

Required Skills and Experience

• 8-12 years of experience as a Business Analyst or Technical BA within financial services or banking.

• Strong understanding of data warehousing, data modelling, dimensional modelling methodologies such as Kimball and BI / analytics workflows.

• Proven experience in Azure Data Platform technologies:

• Databricks, Microsoft Fabric, Power BI, Azure Data Lake, SQL.

• Familiarity with Agile delivery and data governance frameworks.

• Experience developing or supporting executive-level reporting or dashboards.

• Strong documentation skills (process flows, data dictionaries, system mapping).

• Excellent stakeholder management and communication skills – including regular interaction with at C-suite stakeholders.

• Desirable Skills

• Experience working in data mesh architectures.

• Ability to translate business requirements into data and technical design artifacts.

• Exposure to data lineage / metadata management tools (e.g., Purview).

• Understanding of KPIs in financial services / capital markets (e.g., balance sheet metrics, profitability, risk indicators).

• Experience in solutioning and planning for Power BI enterprise implementations.

Key Deliverables

• Current state documentation (dashboard, data model, sources).

• Business and functional requirements pack.

• Inputs to Technical implementation plan with dependencies and sequencing.

• Handover to delivery / engineering teams with clear success metrics & adoption criteria

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at who will be happy to assist.

• • Meet the recruiter

Shreya Shetty

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