Business Analyst

Location: Colombo 
Employment Type: Full-Time 
Reports To: Chairman / CEO, Almas Holdings
Key Stakeholders: Group Chief Operating Officer; Managing Director – Financial Services Cluster; Chief Financial Officer and Head of Finance; entity CEOs across the group
Company: Almas Holdings; Almas Equities; Almas Wealth (in formation)

Role Overview

The Business Analyst is a role reporting directly to the Chairman/CEO, established to give the Chairman independent, cross-group analytical capacity and project execution support. The role sits outside any single business unit and is expected to move fluidly across the holding company, Almas Equities, and the emerging wealth management business — working in close partnership with the Group Chief Operating Officer on cross-functional initiatives (technology, HR, shared services, compliance) and with the Managing Director – Financial Services Cluster on business performance, sales, research, and new business build-out.

Key Responsibilities

Strategic & Special Projects Support (Chairman/CEO)

  • Act as a direct analytical resource to the Chairman/CEO — preparing board papers, investment memos, strategic reviews, and briefing materials

  • Lead or support special projects commissioned directly by the Chairman, including new business evaluations, competitor and market scans, and group-wide strategic initiatives

  • Track progress of group-wide priorities and strategic decisions across entities, flagging risks, delays, or dependencies to the Chairman

  • Prepare investment appraisal and due diligence support for the holding company's CSE-listed investment activity

Cross-Functional Business Analysis (with Group COO)

  • Partner with the Group COO on cross-cutting initiatives spanning technology, human resources, shared services, client services, client experience, and compliance

  • Support process improvement and operational efficiency projects across shared service functions

  • Assist in designing and tracking group-wide KPIs and dashboards spanning multiple entities

  • Contribute analytical support to technology and systems initiatives (e.g., new platform evaluations, digitization projects)

Financial Services Cluster Support (with MD – Financial Services)

  • Work closely with the Managing Director – Financial Services Cluster on business performance analysis across Almas Equities (sales and research) and the incoming Almas Wealth business (fund management and analysts)

  • Support market and competitor analysis for the stockbroking and wealth management businesses

  • Assist with the build-out of the wealth management business — market sizing, competitor benchmarking, and operating model input during the pre-launch phase

  • Prepare periodic performance packs for the Financial Services Cluster leadership team

Reporting, Data & Governance

  • Build and maintain reporting frameworks and dashboards that give the Chairman a consolidated, real-time view of performance across the group

  • Liaise with the CFO, Head of Finance, and entity finance teams to source and validate data used in group reporting

  • Support preparation of board and Financial Services Board materials as required

  • Maintain confidentiality and sound judgment given regular exposure to sensitive, non-public commercial and financial information

‍Candidate Profile

Qualifications

•      Bachelor’s degree in business, Finance, Economics, Engineering, or related quantitative discipline

•      Professional qualification or progress toward one (CFA, ACCA, CIMA, or equivalent) is an advantage but not mandatory

Experience

•      2–5 years' experience in business analysis, strategy consulting, investment/equity research, corporate finance, or a related analytical role

•      Prior exposure to financial services, capital markets, or investment management is highly preferred

•      Experience working directly with senior leadership (C-suite, business owners, or partners) and producing board-level materials

•      Track record of managing analytical projects independently, from scoping through to delivery

  Skills & Competencies

•      Strong financial and analytical skills — comfortable building financial models, analyzing company and market data, and drawing out commercial implications

•      Excellent written and verbal communication, with the ability to distill complex analysis into clear, concise materials for a chairman/board audience

•      Advanced proficiency in Excel and PowerPoint; familiarity with data visualization or BI tools (Power BI, Tableau) is an advantage

•      High degree of discretion and professionalism, given direct access to sensitive group-wide information

•      Strong stakeholder management — able to work credibly and independently with senior leaders across multiple business units simultaneously

•      Self-starter, comfortable with ambiguity, and able to prioritize competing demands from multiple senior stakeholders

•      Genuine interest in capital markets, investment management, and the financial services sector

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