Lead Business Analyst- Investment Technology - Equity
Core
Lead business analysis partner for Investments Technology, supporting Equity investment teams in research, portfolio management, trading, and analytics.
Role type
Senior Lead Business Analyst (Investment Technology)
Builds
Scalable technology solutions, digital capabilities, and AI-enabled workflows for equity investment professionals.
Domain
Asset Management / Equity Investment Technology
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Equity investment workflows, Agile delivery (Scrum/Kanban), requirements elicitation, stakeholder alignment, AI/automation use case identification, data analysis, process optimization, technical documentation, mentoring
Preferred skills
Generative AI concepts, SQL, market data systems, Jira/Confluence/Azure DevOps, front-office financial services environment
Technologies
Jira, Confluence, Azure DevOps, SQL, market data systems
Responsibilities
Translate complex investment needs into business requirements and user stories; lead discovery and solution definition for Equity tech initiatives; drive Agile delivery including backlog refinement, sprint planning, and UAT; identify opportunities for AI and automation to enhance research and decision support; mentor less experienced analysts; act as trusted advisor connecting investment strategy with technology strategy
Seniority
Senior, hands-on IC with mentorship responsibilities