Lead Business Analyst – Hybrid, NYC
Broadridge
SQL
Business Analyst Consultant – Capital Markets
Ippon Technologies USA
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $160,000 per year
Job Level
Mid-LevelSenior
Tech Stack
PythonSQLTableau
About the role
- Conduct client stakeholder interviews and workshops to elicit, document, and validate business requirements
- Analyze current-state workflows, data flows, and system dependencies across portfolio management, trading, compliance, or reporting functions
- Define future-state process maps and identify improvement opportunities
- Translate requirements into epics, features, and user stories with clear acceptance criteria
- Analyze data quality, identify gaps, and quantify business impact to inform prioritization
- Partner with data and engineering teams to define data mapping, lineage, and transformation rules
- Use SQL or query tools to validate data sets, confirm business rules, and troubleshoot data quality issues
- Validate data transformations and business rules through hands-on testing and scenario analysis
- Understand investment data models, reference data, and integration points between front, middle, and back-office systems and collaborate with engineers to translate business requirements into aggregable, reusable data models
- Use SQL, DAX, and Python to explore, validate, and model data in support of reporting, analytics, and decision-making
- Frame business problems, shape solution options, and prioritize initiatives based on business value
- Serve as or support project leads and tech leads in defining scope, timelines, and delivery milestones
- Connect business objectives with technical execution, ensuring data and engineering teams deliver solutions aligned to stakeholder needs
- Support UAT, change management, and product/project go-live readiness
- Build trusted advisor relationships with client business and technology stakeholders
- Clearly communicate insights, findings, and recommendations to executive and technical audiences
- Mentor team members by sharing knowledge of asset management concepts, workflows, and business drivers to strengthen their industry acumen and client impact
Requirements
- 5+ years of Business Analyst or Product experience in Asset Management, Buy side, Investment Operations, etc.
- 2+ years of experience in consulting or client-facing roles able to assess client needs, use cases, structure problems, communicate clearly, and deliver value with minimal direction
- 2+ years of experience leading product planning and sprints for the engineering team to ensure on-time feature delivery
- Strong understanding of asset classes (equities, fixed income, derivatives), order management systems (OMS), and performance or accounting data flows.
- Ability to interpret complex financial instruments, data, and transactions.
- Experience delivering solutions with data visualization tools (Power BI, Tableau)
- Proficiency in reading or writing basic SQL to validate business rules, test data, or troubleshoot issues
- Familiarity with data warehousing concepts, APIs, and integration workflows
- Experience working in Agile delivery environments with tools such as Jira and Confluence
- Exceptional written and verbal communication skills, with the ability to bridge business and technical domains
Benefits
- Competitive salary – Great starting salaries for well qualified candidates
- Generous Paid Time Off policy - Ippon offers flexible time off to help you be your best
- Health, dental, and vision insurance – We are dedicated to helping our employees live healthier lives through comprehensive health programs
- 401k with company match - Ippon offers an industry leading 401(k) matching plan
- Family Leave - We support the importance of family and offer maternity, paternity and family medical leave plans
- A fun, smart, and healthy work environment, focused on our values and teamwork
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SQLDAXPythondata visualizationdata mappingdata transformationdata quality analysisbusiness requirements documentationAgile methodologiesUAT
Soft skills
communicationproblem-solvingmentoringstakeholder managementproject managementanalytical thinkingcollaborationclient-facingleadershipprioritization
