Technical Business Analyst
Core
Mid-level Technical Business Analyst bridging business units and technology teams to define requirements, map processes, and drive system implementations for investment management platforms.
Role type
mid-level Technical Business Analyst (Financial Services)
Builds
investment management systems, portfolio accounting platforms, and operational workflows
Domain
Financial Services / Investment Management / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | infrastructure
Required skills
business analysis, requirements gathering, process mapping, system implementation support, data integration, workflow automation, project management (Agile/Scrum), stakeholder engagement, technical documentation, testing/QA support
Preferred skills
Addepar, Canoe Intelligence, alternative investment operations, regulated environment experience
Technologies
MS Project, Jira, Confluence, Atlassian Suite, GitHub, Redmine, Version One, Yodiz, SmartSheet, Teams, SharePoint, OneDrive, Box.com
Responsibilities
Identify and document business unit requirements; Analyze firm functions and systems to improve performance; Determine and recommend business solutions; Collaborate with leadership to solve business problems; Define problems and gather component information; Write descriptions of business needs and system modification steps; Review current capabilities to determine program change feasibility; Document requirements for testing; Perform testing of documented requirements; Write technical and process documentation; Clear obstacles and escalate issues; Drive stakeholder engagement; Assist with oversight of third-party suppliers; Coordinate with project teams; Create project and process specifications
Seniority
Mid-level, hands-on IC
