Senior Business AnalystApexon • San Francisco, CA, United States
Senior Business Analyst
Apexon • San Francisco, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]5–8+ years of experience in Business Analysis, Product Ownership, and / or Project Management within financial services. Strong domain knowledge in asset management, investment management, portfolio management, or trading systems. Demonstrated expertise in requirements gathering, process mapping, and documentation. Hands-on experience working in Agile / Scrum environments. Proficiency with project and Agile tools such as Jira, Confluence, and MS Project. Excellent communication, stakeholder management, and leadership skills. Ability to analyze complex financial processes and translate them into clear, actionable deliverables.
We are seeking an experienced Business Analyst / Product Owner / Project Manager to support complex initiatives within the financial services domain. The ideal candidate will bring strong functional expertise in investment and asset management, along with a proven ability to lead cross-functional teams, translate business needs into actionable deliverables, and ensure successful project execution in an Agile environment.
Job Title : Business Analyst / Product Owner / Project Manager – Financial Services
Location : Boston, MA or San Francisco, CA (Hybrid)
Employment Type : Apexon W2 Only
Key Responsibilities
- Act as the primary liaison between business stakeholders, technology teams, and external partners.
- Elicit, analyze, document, and prioritize business and functional requirements.
- Translate business needs into detailed functional specifications, user stories, and acceptance criteria.
- Support the design, development, and implementation of financial systems, including portfolio management, trade processing, investment accounting, and reporting platforms.
- Serve as Product Owner for assigned applications by managing and grooming the product backlog and aligning priorities with business objectives.
- Lead project planning, execution, and delivery to ensure timelines, scope, and budget commitments are met.
- Collaborate closely with QA, DevOps, and support teams to ensure successful testing, deployment, and post-implementation support.
- Perform data analysis, reporting, and gap analysis to identify process improvements and system enhancements.
- Facilitate stakeholder workshops, sprint ceremonies, status meetings, and executive-level reporting.
Required Skills & Qualifications
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