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Title: Data Business Analyst

Description:

Job Summary:

We are looking for a skilled Data Business Analyst with experience in the insurance and financial services sector, specializing in performance management. The ideal candidate will work closely with finance, actuarial, and business teams to deliver data-driven insights that support strategic planning, financial forecasting, and operational efficiency.

Key Responsibilities:

• Partner with finance and actuarial teams to understand business requirements and translate them into data solutions.

• Analyse financial and operational data to support performance tracking, profitability analysis, and cost optimization.

• Develop dashboards and reports to monitor KPIs such as loss ratios, expense ratios, premium growth, and underwriting performance.

• Support budgeting, forecasting, and strategic planning processes with data modelling and scenario analysis.

• Collaborate with data engineering teams to ensure data quality, consistency, and governance across financial systems.

• Facilitate data-driven decision-making by presenting insights to senior stakeholders in finance and business units.

• Contribute to the design and implementation of performance management frameworks and reporting tools.

Industry-Specific Requirements:

• Strong understanding of insurance finance concepts including premiums, claims, reserves, reinsurance, and regulatory reporting.

• Experience working with financial performance metrics and insurance-specific KPIs.

• Familiarity with insurance systems (e.g., policy admin, claims, GL, actuarial models).

• Knowledge of IFRS 17, Solvency II, or other relevant financial reporting standards is a plus.

• Ability to work with actuarial and finance data sources to support profitability and risk analysis.

Qualifications:

• Bachelor's degree in Finance, Business Analytics, Actuarial Science, or related field.

• 3–5 years of experience in data/business analysis within the insurance or financial services industry.

• Proficiency in SQL, Excel, and data visualization tools (e.g., Power BI, Tableau).

• Strong analytical and problem-solving skills with attention to detail.

• Excellent communication and stakeholder engagement skills.

We are seeking an experienced
Data Business Analyst
to join an MNC insurer for various Transformation program. This is a high-impact initiative aimed at implementing a modern technology such as AI to predict customer behaviour and build marketing campaign accordingly/.

The ideal candidate will play a critical role in ensuring data accuracy, analysis and prediction. This role requires someone with a strong background in data analysis, and stakeholder engagement.

Key Responsibilities

• Collaborate with stakeholders to gather, document, and prioritize business and technical requirements.
• Analyze and map customer journeys, identifying pain points and opportunities for improvement.
• Work closely with UX/UI teams to ensure customer applications are intuitive and user-friendly.
• Translate business needs into detailed functional specifications and user stories.
• Facilitate workshops, interviews, and brainstorming sessions with cross-functional teams

Requirements

• 5+ years of experience in data business analysis, ideally within the insurance digital projects
• Proven experience with
  customer-facing web and mobile applications
  .
• Solid understanding of
  insurance products
  , processes, and customer lifecycle (e.g., quote, bind, issue, claims).
• Strong stakeholder management and communication skills, with the ability to liaise between technical and non-technical teams.
• Proficiency in tools such as Excel, SQL, and data visualization tools (e.g., Power BI, Tableau) is an advantage.
• Fluency in Cantonese is a must

The Company

We are seeking a highly skilled and analytical Data Business Analyst to join our leading banking transformation project. Ideal for a strong data specialist with a consulting background to independently drive analysis and visualization in a fast paced banking environment.

Position Description

• Collaborate with finance stakeholders and business owners to define and align on business metric definitions, ensuring consistency and accuracy in reporting.
• Develop and implement automated processes for tracking management analysis related to financial metrics, improving efficiency and accuracy.
• Utilize advanced data visualization tools, such as PowerBI, to create interactive dashboards and reports for monitoring business performance and highlighting key insights through sensible and
• impactful presentations.
• Identify valuable data sources and collaborate with the IT team and data engineers to automate data pipeline processes, ensuring timely and accurate data ingestion and transformation.
• Retrieve and consolidate raw data from various sources, including transactional systems, finance systems, databases, and external data files, into a centralized data lake.
• Conduct advanced data analysis to identify trends, patterns, and anomalies in financial data, providing actionable insights and recommendations, with a focus on critically evaluating datasets to
• uncover and resolve discrepancies (e.g., data migration issues).
• Collaborate with finance teams to develop forecasting models, scenario analysis, and predictive analytics capabilities, enabling proactive planning and risk assessment.
• Prioritize and manage business requests and BAU (Business as Usual) tasks, effectively utilizing team resources to meet business needs.
• Partner with the IT team to enhance data infrastructure and table schema design, ensuring scalability, data governance, and security.

Your Profile

• Bachelor's in Data Science, Analytics, Finance, or related field (Master's preferred).
• 5+ years analyzing complex datasets in banking/finance. Ideally coming from consulting background.
• Expert in SQL for querying and troubleshooting data issues.
• Strong PowerBI/Tableau skills for clear, impactful dashboards.
• Experience with ETL, data pipelines, and data lakes.
• Python/R skills for advanced analysis (a plus).
• Great communication to explain insights to non-tech teams.
• Knowledge of banking data rules and security.

Apply Today

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We are looking for a Data Business Analyst to be part of our large-scale digital transformation project. You will be instrumental in driving the successful execution of complex finance data migration projects to gain a deep understanding of data migration processes, strong technical skills, and excellent communication abilities to help drive our business solutions.

As a Data Business Analyst, you will lead the analysis and execution of complex finance data migration projects within the insurance technology space. You will bridge business needs and technical solutions by translating stakeholder requirements into precise data strategies, optimizing SQL and ETL processes, and ensuring data accuracy and integrity. Your work will directly influence the success of large-scale digital transformation initiatives, enhancing operational efficiency and supporting critical business outcomes through strong collaboration and problem-solving.

• Collaborate with stakeholders and business users to gather, analyze, and translate business requirements into detailed technical specifications.
• Analyze current business processes to identify pain points and develop strategic solutions for improvement.
• Work with data teams to identify data inconsistencies, design data mapping, and implement ETL processes to support accurate and efficient data migration.
• Optimize SQL queries and troubleshoot database performance issues to enhance system efficiency.
• Perform gap analysis and proactively identify opportunities to improve workflows and data quality.
• Facilitate effective communication across technical and non-technical audiences, including conducting meetings and workshops to engage stakeholders.

• Minimum of 4-5 years' experience as a Technical Business Analyst.
• Experience in finance institutions or insurance is a strong advantage.
• Solid expertise in SQL, including query optimization and performance tuning.
• Familiarity with data migration tools and ETL processes.
• Strong analytical, problem-solving, and interpersonal skills.
• Excellent command of written and spoken Cantonese.
• Ability to work independently and collaboratively within a team environment.

Data Business Analyst

Responsibilities:

• Gather and analyse business requirements related to data initiatives that support the enterprise-wide data transformation program.
• Translate business needs into clear data specifications, including KPIs, metrics, and reporting requirements.
• Perform data validation to ensure accuracy, consistency, and integrity as part of the enterprise-wide data transformation initiative.
• Develop and maintain dashboards, reports, and visualizations using tools such as Power BI to support ongoing data quality monitoring and identify opportunities for continuous improvement.
• Maintain and enhance data dictionaries, business processes, data flows, and business requirements to ensure transparency, traceability, and alignment across teams.
• Apply domain expertise in both Hong Kong Life and General Insurance to ensure that industry-specific requirements are accurately captured and aligned with local regulatory standards.
• Support project scrum execution by actively participating in sprint planning, daily stand-ups, and retrospectives, ensuring data-related tasks are clearly defined, prioritized, and delivered on time.

Experience Required:

• Bachelor's degree in Business Analytics, Information Systems, Computer Science, Statistics, Actuarial Science, or a related field.
• 3+ years of experience as a data/business analyst working within insurance or financial services, with exposure to policy, claims, customer, or risk data.
• Strong skills in data querying, profiling, and transformation using SQL and Spark (Databricks/Spark SQL).
• Experience translating business requirements into data requirements, mapping data flows, and defining user stories/specs for data engineering teams.
• Familiarity with data governance platforms and best practices, especially using Informatica for data cataloguing, metadata management, and lineage.
• Understanding of insurance industry standards and regulatory requirements as they impact data capture, usage, and reporting (e.g., IFRS 17, Solvency II).
• Experience documenting data models, dictionaries, and business glossaries, and supporting user acceptance testing for analytical or reporting solutions.
• Excellent communication skills to work cross-functionally with business stakeholders, data engineers, architects, and governance teams.

We are seeking an experienced
Finance Data Business Analyst
to join the
Data Work stream
of a regional insurer's finance transformation program. This is a high-impact initiative aimed at decommissioning legacy systems and implementing a modern technology such as AI to automate various aspects.

The ideal candidate will play a critical role in ensuring data accuracy across the region during the system transition. This role requires someone with a strong background in data analysis, and stakeholder engagement across Asia.

Key Responsibilities

• Serve as the Business Analyst, collaborate with stakeholders to define project scope, gather business requirements, and establish KPIs for the Finance Data project.
• Identify and investigate data discrepancies or anomalies; trace issues back to their source and work with stakeholders to resolve them.
• Collaborate closely with finance, actuarial, IT, and data teams across the Region to understand reporting/dashboard requirements and ensure alignment with the new system architecture.
• Translate business reporting needs into data requirements and ensure they are reflected in the new environment.
• Support testing and validation of data post-migration to ensure accuracy and compliance.
• Contribute to process improvement initiatives to enhance data governance and reporting quality.

Requirements

• 6+ years of experience in finance data business analysis, ideally within the insurance or financial services sector.
• Prior consulting experience at a
  Big 4 firm
  (Manager level or equivalent) is highly desirable.
• Excellent problem-solving skills with the ability to trace data issues and propose effective solutions.
• Strong stakeholder management and communication skills, with the ability to liaise between technical and non-technical teams.
• Proficiency in tools such as Excel, SQL, and data visualization tools (e.g., Power BI, Tableau) is an advantage.

Key Responsibilities:

• Collaborate with IT teams and external partners to design and implement automated systems.
• Exhibit a strong desire to learn Python scripting for task automation.
• Examine existing merchandising processes to discover opportunities for enhancement and automation.
• Provide training and support to merchandising team members on new systems and procedures.
• Create and execute automation solutions aimed at improving operational efficiency within the merchandising team.
• Leverage Excel, VBA, and SQL databases for data analysis, report generation, and model development to aid decision-making.
• Keep up with emerging trends and technologies in process automation, data analysis, and supply chain management.

Qualifications:

• Excellent communication and interpersonal abilities to foster effective teamwork.
• Essential advanced skills in Excel, VBA, and SQL databases.
• Capability to juggle multiple projects concurrently while adhering to deadlines.
• Bachelor's degree in Business, Operations Management, Supply Chain Management, Information Technology, or a relevant field.
• Proven track record in merchandising, operations, or supply chain roles with an emphasis on process analysis and optimization.
• Strong analytical, problem-solving, and project management competencies.
• Display a keen interest and basic knowledge of Python.
• Experience with UI Path and Tableau is highly advantageous.

Main Responsibilities

• Lead and support Wealth Management & Financial Markets (e.g. Investments, FX, Derivatives, Structured Products) business initiatives by analysing business needs
• Gather and analyse business requirements from various stakeholders, assist business stakeholders in preparing User Requirement documents, and manage the end-to-end approval process with relevant parties
• Serve as the partner bridging business stakeholders (including Product Managers, Business Teams, Channel Owners, Operations, Risk, Compliance) and technology teams, enabling collaboration to deliver value-driven solutions that align with the Bank's strategic objectives
• Maintain and enhance the knowledge base and business models for Wealth Management & Financial Markets products to support effective business design and analysis
• Contribute to digital transformation within the Wealth Management & Financial Markets domain

Requirements

• Degree in Business Administration, Finance, Information Systems or related disciplines
• Minimum 8 years' relevant experience in business analysis, product/project support in banking/ financial industry
• Strong knowledge of Wealth Management & Financial Markets (e.g. Investments, FX, Derivatives, Structured Products) and related regulatory requirements
• Strong analytical skills and problem-solving capability
• Effective communication and stakeholder engagement skills
• Knowledge in project management is an added advantage

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.

Job responsibilities:

1. Communication & Relationships: Effectively communicate intricate solutions verbally and in writing, ensuring clarity and brevity. Utilize active listening and exceptional interpersonal skills to establish and sustain relationships with clients, stakeholders, and cross-functional teams.
2. Process Analysis & Solutions: Map, analyze, and evaluate current business processes to pinpoint areas for enhancement and root causes of issues. Collaborate with stakeholders to outline future processes, suggest technically feasible and user-friendly solutions, and visually present them while meeting business objectives.
3. Meeting Facilitation: Lead and facilitate productive meetings and discussions, both internally and with clients, to ensure mutual understanding and goal attainment. This involves eliciting requirements, clarifying business needs, and efficiently resolving conflicts.
4. Industry & Impact Understanding: Possess an in-depth understanding of the industry, its processes, terminology, and emerging trends. Independently identify potential impacts of proposed changes on business processes, systems, and stakeholders.
5. Technical Collaboration & Bridging: Comprehend technical concepts, development methodologies, and system architecture to collaborate with technical teams on solution design. Act as a vital link between business and technical teams, facilitating communication and documenting complex solutions such as API documentation or system diagrams.
6. Requirements Management: Efficiently elicit, gather, and document comprehensive business requirements for complex projects from all stakeholders. Ensure documentation is precise, accurate, complete, technically feasible, and aligned with business objectives, often leveraging tools like JIRA or Confluence.
7. Project Management Contribution: Collaborate effectively with stakeholders to define project scope, formulate plans, manage changes, and conduct impact analyses throughout the project lifecycle. Handle multiple projects concurrently, ensuring timely and within-budget delivery with high stakeholder satisfaction.
8. Stakeholder Engagement: Identify and engage stakeholders at various levels to ensure aligned understanding and expectations. This encompasses requirements, project progress, and deliverables throughout the entire project lifecycle.
9. Testing & Quality Assurance: Define test scenarios from a business perspective, identify key test cases, and actively partake in system and user acceptance testing (UAT). Collaborate with testers to efficiently resolve defects, ensuring business requirements are met with high-quality standards; proficient API testing skills are a plus.
10. Design Thinking & User Centricity: Embrace design thinking principles and a user-centric mindset across projects, from requirements elicitation to solution proposals. This helps gain insights into and address business and customer issues and needs effectively.
11. Business Acumen: Possess a robust business mindset and a clear understanding of organizational goals and strategies. Offer insights and recommendations to clients and stakeholders, considering key business drivers to contribute to overall project success.

Job Requirements:

• Minimum 1 year of work experience in IT/Mobile application development. Exposure in banking, finance, insurance, or retail business industries is advantageous.
• Proficiency in English, Cantonese, and Mandarin.
• Excellent business analytical, verbal, and written communication skills.
• Enthusiasm for crafting experiences and delivering insights to clients through research, analytics, design, and delivery.
• Experience in a client-facing role at an agency or consulting firm, or equivalent experience in product management.
• Practical experience in agile/SCRUM methodologies or similar approaches.

Action now

Please send your CV via 'APPLY NOW' to have a confidential discussion about this role and other exciting opportunities with you. If you are not contacted by our consultants within 2 weeks, please consider your application unsuccessful. All applications will be treated in strict confidence, and used for recruitment purposes only in accordance with PERSOLKELLY Hong Kong Limited's Privacy Notice.

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