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- Tasks: Lead the documentation of reporting requirements for strategic investments.
- Company: Join a dynamic professional services firm focused on innovation.
- Benefits: Gain valuable experience, competitive pay, and flexible working arrangements.
- Other info: 12-week contract with opportunities for growth and learning.
- Why this job: Make a real impact by shaping financial reporting processes.
- Qualifications: Experience in business analysis and technical specification writing required.
The predicted salary is between 45000 - 55000 £ per year.
A client in the professional services sector is seeking an Investments Reporting Requirements Analyst to join the team for 12 weeks. You will lead the definition and documentation of reporting requirements to support a new stage-gated strategic investments process, ensuring accurate tracking and visibility from approval through to execution. You will work closely with Finance, Investments, and Finance Systems teams, translating business needs into detailed technical specifications that enable the build of future-state reporting on a finance data warehouse.
Responsibilities:
- Document current Investments reporting processes, including outputs, stakeholders, frequency, and data sources.
- Inventory existing dashboards, reports, KPI definitions, and ad-hoc analysis across Investments and Finance.
- Engage stakeholders to understand reporting needs, dependencies, and pain points.
- Identify gaps between current reporting and requirements of the new stage-gated investment process.
- Develop a clear scope document outlining data entities, KPIs, reporting cadence, audiences, and outputs.
- Define a pragmatic, tactical classification and data capture approach to enable accurate reporting within existing constraints.
- Translate business and reporting requirements into detailed, build-ready technical specifications.
- Define data structures, hierarchies, joins, calculation logic, and refresh cadences.
- Document KPI taxonomies and calculation methodologies with full clarity and no ambiguity.
- Map end-to-end data lineage, including source systems, transformations, and consumption layers.
- Resolve edge cases, data exceptions, and ambiguities with stakeholders during specification development.
- Collaborate with Finance Systems teams to ensure specifications are suitable for development and implementation.
- Support handover into build phase and provide clarification during development as needed.
Requirements:
- Proven experience in requirements gathering, business analysis, and technical specification writing within a consultancy or contractor capacity.
- Strong finance domain knowledge.
Investments Reporting Requirements Analyst employer: Freshminds
Contact Detail:
Freshminds Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investments Reporting Requirements Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investments sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to reporting requirements and technical specifications. We recommend doing mock interviews with friends or using online platforms to get comfortable articulating your experience and skills.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your previous work in documenting reporting processes and translating business needs into technical specs. This will give potential employers a clear view of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Investments Reporting Requirements Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investments Reporting Requirements Analyst role. Highlight your experience in requirements gathering and technical specification writing, as well as any relevant finance knowledge. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to the job description and show us your enthusiasm for the position. We love seeing genuine interest!
Be Clear and Concise: When filling out your application, clarity is key. Use straightforward language and avoid jargon unless it's relevant. We appreciate applications that are easy to read and get straight to the point, so keep it simple and focused!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it helps us keep everything organised. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Freshminds
✨Know Your Reporting Processes
Before the interview, brush up on your understanding of reporting processes, especially in finance. Be ready to discuss how you've documented current reporting processes in past roles and how you can apply that experience to the new stage-gated investment process.
✨Engage with Stakeholders
Show that you understand the importance of stakeholder engagement. Prepare examples of how you've previously identified reporting needs and pain points by collaborating with various teams. This will demonstrate your ability to translate business needs into technical specifications.
✨Be Ready to Discuss Data Structures
Since the role involves defining data structures and hierarchies, come prepared to talk about your experience with data lineage and KPI taxonomies. Think of specific instances where you’ve mapped out data flows and resolved ambiguities, as this will highlight your analytical skills.
✨Clarify Your Technical Skills
Make sure you can articulate your technical skills clearly. Be prepared to discuss any tools or methodologies you've used for requirements gathering and technical specification writing. This will help the interviewers see how you can contribute to the development and implementation phases.