09/02/2026 updated
KR
100 % available
Business Analyst | Fund Data & Investment Analytics | AI-Assisted Analysis
Sofia, Bulgaria
Worldwide
Master of Business Administration (MBA), Cardiff Metropolitan UniversityData AnalysisFinancial Data AnalysisAtlassian JiraBusiness AnalysisTechnical AnalysisScrum MethodologySQL DatabasesWorkflowsStocks (Finance)GrafanaGitLabArtificial Intelligence Markup Language (AIML)
Business Analysis
Requirements elicitation, functional specifications, user stories and acceptance criteria, workflows, SRS and solution design, traceability, and stakeholder communication are core competencies applied across data platforms and institutional reporting projects.
Financial & Investment Domain
Expertise in equity, mixed-asset, and fixed-income fund data, market-data validation, portfolio analytics and exposure interpretation, as well as personal trading experience in equities.
Technical Skills (SQL, Excel, BI Tools)
Proficiency in SQL, advanced Excel, Looker, Tableau, Cursor, GitHub, GitLab, Grafana, HTML/CSS, JavaScript, QA testing and validation, and platform data-processing logic.
Project & Collaboration Tools
Hands-on experience with Jira, Confluence, YouTrack, Trello, Monday.com, Freshdesk, Zendesk, HubSpot, and SharePoint for project management and team collaboration.
Agile / Scrum Methodology
Application of Agile and Scrum frameworks to support iterative delivery, sprint planning, and cross-functional team coordination.
Data Validation & Reconciliation
Building SQL-based validation and reconciliation checks to protect accuracy and integrity of large financial and investment datasets.
Dashboard & Metrics Definition
Defining and validating engineering delivery and productivity metrics, including source fields, calculation rules, and acceptance checks, and validating dashboard figures against release and activity source data.
Process & Product Documentation
Creating and maintaining process and product documentation, including a 250+ page internal user guide covering system behavior, workflows, and data logic, keeping published pages aligned with source repositories.
AI-Assisted Analysis
Comparing AI-enabled delivery maturity checklists and framing single operating models for leadership review, integrating AI tools into BA workflows.
Requirements elicitation, functional specifications, user stories and acceptance criteria, workflows, SRS and solution design, traceability, and stakeholder communication are core competencies applied across data platforms and institutional reporting projects.
Financial & Investment Domain
Expertise in equity, mixed-asset, and fixed-income fund data, market-data validation, portfolio analytics and exposure interpretation, as well as personal trading experience in equities.
Technical Skills (SQL, Excel, BI Tools)
Proficiency in SQL, advanced Excel, Looker, Tableau, Cursor, GitHub, GitLab, Grafana, HTML/CSS, JavaScript, QA testing and validation, and platform data-processing logic.
Project & Collaboration Tools
Hands-on experience with Jira, Confluence, YouTrack, Trello, Monday.com, Freshdesk, Zendesk, HubSpot, and SharePoint for project management and team collaboration.
Agile / Scrum Methodology
Application of Agile and Scrum frameworks to support iterative delivery, sprint planning, and cross-functional team coordination.
Data Validation & Reconciliation
Building SQL-based validation and reconciliation checks to protect accuracy and integrity of large financial and investment datasets.
Dashboard & Metrics Definition
Defining and validating engineering delivery and productivity metrics, including source fields, calculation rules, and acceptance checks, and validating dashboard figures against release and activity source data.
Process & Product Documentation
Creating and maintaining process and product documentation, including a 250+ page internal user guide covering system behavior, workflows, and data logic, keeping published pages aligned with source repositories.
AI-Assisted Analysis
Comparing AI-enabled delivery maturity checklists and framing single operating models for leadership review, integrating AI tools into BA workflows.
Experience
Professional experience5 - 10 years
Freelancer since2024
Languages
BulgarianGoodEnglishFluentItalianFluentSpanishFluent
Project history
Defining delivery and engineering-productivity metrics with product and engineering stakeholders, including source fields, calculation rules, and acceptance checks. Validating dashboard figures against release and activity source data. Producing measurement briefs, validation notes, and stakeholder handoffs. Comparing AI-enabled delivery maturity checklists and framing a single operating model for leadership review. Creating and maintaining process and product documentation. Designing Cursor-based BA workflows for metric checks, documentation publish, and delivery hygiene. Client: US-based professional credentials and investment-education organization. Tools: Jira, Confluence, Cursor, GitHub, GitLab, Grafana, MS Office.
Co-founded the business with a partner and stayed involved from the first setup through reconstruction, fit-out, and opening. Coordinated vendors, build-out, and day-to-day launch work until operations were stable. Put simple operating routines in place so the shop could run with less day-to-day involvement before returning to a full-time BA role.
Gathered and clarified business requirements from internal stakeholders and clients, structuring them into actionable user stories and specifications. Supported Product Managers during feature design. Ensured requirement traceability through development, QA, and release cycles. Participated in solution validation, regression testing, and system-behavior analysis. Managed complex datasets for equity and mixed-asset funds and served as data lead for onboarding fixed-income fund datasets. Built and maintained a 250+ page internal user guide. Identified automation opportunities that improved data workflows and reduced operational effort.