Analyze and translate client business processes into functional requirement documents (FRDs) and user stories for our software platforms.
Evaluate and document business and technical requirements to identify optimal solutions.
Support the QA team to develop test strategies, test cases, and validate results.
Support triage of client-reported issues, helping to identify root causes and solutions.
Collaborate with Development and Product teams to clarify requirements and ensure product quality and accuracy.
Stay informed about changes in financial industry regulations and market trends that may impact our product offerings.
Conduct risk assessments for project deliverables and contribute to risk mitigation planning.
Participate in both client-facing and internal project meetings, providing updates and insights.
Maintain accurate project documentation and proactively update project management tools.
Manage multiple initiatives simultaneously while meeting deadlines and quality expectations.
Requirements
Bachelor’s or college degree in Business Administration, Computer Science, Software Engineering, or a related field.
5+ years of experience as a Business Analyst or Product Analyst in the financial services industry — ideally within wealth management, banking, mutual funds, or securities.
Strong understanding of financial products, operational processes, and regulatory environments.
Proven ability to work independently under tight timelines with minimal supervision.
Demonstrated experience analyzing complex business processes and defining system requirements.
Benefits
Workplace Flexibility
Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
functional requirement documentsuser storiesbusiness and technical requirementstest strategiestest casesrisk assessmentsproject documentationproject management toolsbusiness process analysissystem requirements
Soft skills
collaborationcommunicationproblem-solvingindependencetime managementattention to detailadaptabilityanalytical thinkingclient-facing skillsinsightful reporting
Certifications
Bachelor’s degreedegree in Business Administrationdegree in Computer Sciencedegree in Software Engineering