Sr. Technical Business Analyst, Wealth Management
Core
Sr. Technical Business Analyst driving delivery of innovative, scalable technology solutions for Alternative Investments and Private Markets platforms, leveraging AI and automation to enhance advisor and client experiences.
Role type
Sr. IC Technical Business Analyst (Wealth Management)
Builds
Alternative Investments and Private Markets technology platforms
Domain
Financial Services / Wealth Management / AI & Automation
Deliverable
production ML models | product features
Required skills
Business analysis, requirements elicitation, process modeling, stakeholder management, SQL, data analysis, SDLC methodologies (Agile/Scrum/Waterfall), solution design, AI/GenAI requirements gathering, vendor software implementation
Preferred skills
Alternative Investments/Private Markets domain expertise, Intelligent Automation, Data Analytics, conversational AI, knowledge management solutions
Technologies
Azure DevOps, TFS, ServiceNow, Splunk, Postman, Microsoft Office Suite, Visio, Lucidchart, Figma, Marvel
Responsibilities
Drive elicitation, analysis, and documentation of business requirements for complex tech initiatives; Translate business objectives into user stories, process models, and solution specifications; Conduct business process analysis, gap assessments, and feasibility studies; Facilitate workshops and discovery sessions across business and technology teams; Collaborate with Product Owners, Developers, QA, and UX to deliver solutions; Assist in QA and UAT; Develop process maps, wireframes, and documentation leveraging AI capabilities; Support production issue triage and root cause analysis; Establish best practices for AI requirements management and process redesign; Partner with leaders to identify opportunities for AI-driven process optimization.
Seniority
Senior, hands-on IC