Business Analyst
Core
Translate business needs into functional and technical requirements for financial products and systems, analyze data to identify trends, and improve processes in operations, investor reporting, and compliance.
Role type
Senior Business Analyst (FinTech)
Builds
Financial products, systems, and improved operational/compliance workflows
Domain
FinTech / Financial Services
Deliverable
product features
Required skills
Business analysis, SQL, Excel, Agile/Scrum, process improvement, regulatory knowledge, data analysis, use case documentation, user story creation, UAT coordination
Preferred skills
FinTech/asset management experience, knowledge of mutual funds/insurance/loans/wealth management, wireframing/prototyping (Balsamiq/Figma), project management tools (JIRA/Trello/Confluence)
Technologies
Confluence, Excel, Figma, JIRA, SQL
Responsibilities
Identify business needs and translate them into functional and technical requirements; Analyze data to identify trends, performance insights, and improvement opportunities across financial products and services; Find process inefficiencies in areas such as operations, investor reporting, and compliance workflows, and recommend improvements; Prepare documentation, including use cases, user stories, process flows, and technical specifications for financial products and systems; Partner with development and QA teams on user acceptance testing and ongoing feedback to ensure products meet business needs; Monitor FinTech and financial services developments to support our competitiveness and innovation.