Eagle Business Reporting Analyst

Phaxis is seeking an Experienced Eagle Business Reporting Analyst to act as the primary liaison between business users and reporting/data teams within an investment management environment. This role focuses on gathering, documenting, and validating reporting requirements and ensuring accurate delivery of business and regulatory reports using the Eagle Investment Accounting platform.

Responsibilities:

• Meet regularly with business users across investment operations, accounting, performance, compliance, and finance teams
• Facilitate workshops and discussions to understand reporting needs and business objectives
• Capture, analyze, and document detailed business and reporting requirements
• Translate business needs into clear, structured requirements for reporting and data teams
• Act as the main point of contact for all Eagle reporting-related requests and clarifications
• Work closely with users of Eagle Investment Accounting and reporting outputs to support reporting needs
• Understand and interpret data within Eagle including holdings, transactions, positions, valuation, performance, and accounting data
• Support enhancement and creation of standard and ad-hoc business reports
• Ensure reports align with business definitions, accounting rules, and operational requirements
• Help users interpret report outputs and resolve questions regarding data or calculations

Requirements:

• Experienced Eagle Business Reporting Analyst
• Deep understanding of investment operations, portfolio accounting, and reporting processes
• Strong hands-on experience with Eagle Investment Accounting platform
• Ability to gather, document, and validate reporting requirements
• Experience ensuring accurate delivery of business and regulatory reports
• Ability to meet regularly with business users across investment operations, accounting, performance, compliance, and finance teams
• Experience facilitating workshops and discussions to understand reporting needs and business objectives
• Ability to capture, analyze, and document detailed business and reporting requirements
• Ability to translate business needs into clear, structured requirements for reporting and data teams
• Act as the main point of contact for all Eagle reporting-related requests and clarifications
• Ability to work closely with users of Eagle Investment Accounting and reporting outputs to support reporting needs
• Ability to understand and interpret data within Eagle including holdings, transactions, positions, valuation, performance, and accounting data
• Ability to support enhancement and creation of standard and ad-hoc business reports
• Ability to ensure reports align with business definitions, accounting rules, and operational requirements
• Ability to help users interpret report outputs and resolve questions regarding data or calculations