Alpha Product Business Analyst
Core
Partner with Business and Technology teams to translate investment operations needs into scalable data validation and reconciliation capabilities, supporting client onboarding, Middle Office reconciliation, and conversion events.
Role type
Senior IC Product Business Analyst (Investment Technology)
Builds
Reconciliation and data validation capabilities, automation solutions, and functional support for investment workflows.
Domain
Financial Services / Investment Technology / Middle Office
Required skills
Requirements gathering, functional design, SDLC management, data validation, reconciliation analysis, process mapping, documentation, stakeholder communication, project tracking
Preferred skills
SQL, relational data analysis, RKS platform, CRIMS/ADP/IBOR platforms, front-to-back office data flows
Technologies
Jira, Confluence, SharePoint, Excel
Responsibilities
Lead requirements gathering and translate business needs into functional requirements and user stories; Identify and assess automation opportunities to expand control coverage; Define and document reconciliation and data validation requirements; Perform cross-system analysis to identify data discrepancies and reconciliation breaks; Support the full SDLC including functional design, test scenario development, UAT coordination, and defect triage; Create and maintain business requirements, project documentation, and test cases; Support adoption of new capabilities through user walkthroughs and operational handover; Provide functional/application support and coordinate issue resolution; Support client conversion events with data validation and reconciliation analysis; Track requirements, defects, milestones, and risks using project-tracking tools.
Seniority
Senior, hands-on IC