Technical Business Analyst
qode.world
full-time
Posted on:
Location Type: Hybrid
Location: Texas • New York • South Carolina • United States
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Tech Stack
About the role
- Gather, analyze, and document business requirements for Wealth Management systems and processes.
- Collaborate with stakeholders, product owners, and development teams to translate business needs into technical specifications.
- Perform gap analysis and propose solutions to enhance system functionality and user experience.
- Support system design, data mapping, and integration between Wealth Management platforms and other enterprise systems.
- Conduct functional testing, UAT coordination, and ensure quality delivery of technology solutions.
- Prepare detailed documentation including BRDs, functional specifications, and process flows.
- Act as a subject matter expert for Wealth Management products such as portfolio management, advisory services, and investment platforms.
- Ensure compliance with regulatory standards and internal policies.
Requirements
- Total 10+ years of experience
- 5+ years of experience as a Business Analyst in financial services, preferably Wealth Management.
- Strong understanding of Wealth Management products: mutual funds, equities, bonds, retirement planning, and advisory services.
- Technical proficiency in SQL, data analysis, and system integration.
- Experience with Wealth Management platforms (e.g., Temenos, Avaloq, FIS, or similar).
- Familiarity with Agile/Scrum methodologies.
- Excellent communication and stakeholder management skills.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SQLdata analysissystem integrationgap analysisfunctional testingUAT coordinationdocumentationdata mapping
Soft skills
communicationstakeholder management