Technical Business Analyst

Technical Business Analyst

The firm is seeking a highly analytical and detail-oriented Technical Business Analyst (TBA) to support the firm's Investments Data Platform initiatives. This role partners closely with Product Manager/Product Owner, and business stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions. The ideal candidate will have hands-on experience working with investment data (holdings, trades, securities, ratings, cash flows) and will play a key role in driving data integration, automation, and reporting capabilities across the platform.

Responsibilities:

• Investment Data Requirements & Analysis: Collaborate with Product Manager/Product Owner, portfolio teams, risk, and operations stakeholders to gather and document business requirements
• Translate investment workflows into functional specifications, data mappings, and system requirements
• Analyze datasets such as holdings, trades, issuer/security master, pricing, and ratings data to support solution design
• Understand upstream/downstream dependencies across data pipelines and reporting systems
• Data Analysis & Data Quality: Perform detailed data profiling, reconciliation, and validation across multiple systems (e.g., source files, data platforms, reporting tools)
• Identify and resolve data quality issues, breaks, and inconsistencies
• Define and document business rules, transformations, and validation checks
• Support data lineage and traceability across ingestion to consumption layers
• Jira, Agile Delivery & Backlog Management: Create and manage Jira features, epics, and user stories aligned to investment data initiatives
• Break down requirements into granular, testable stories with clear acceptance criteria
• Participate in backlog refinement, planning, and prioritization with Product and Engineering teams
• Ensure traceability between business requirements, technical design, and delivery artifacts
• Requirement Refinement & Cross-Team Collaboration: Continuously refine requirements through iteration, stakeholder feedback, and technical feasibility discussions
• Collaborate with data engineers, platform teams, and architects to ensure alignment with system design
• Work closely with QA teams to define test scenarios and ensure requirements are correctly implemented
• Act as a bridge between business and technical teams, ensuring shared understanding
• Testing & UAT (User Acceptance Testing): Define and execute UAT test cases aligned with investment workflows and data outputs
• Validate end-to-end flows (e.g., data ingestion, transformation and reporting)
• Coordinate with business users to ensure functional completeness and accuracy
• Log and track defects, and support resolution through to closure
• Delivery & Stakeholder Communication: Provide regular updates on feature progress, risks, and dependencies
• Support release validation and production rollout activities
• Ensure delivered solutions meet business expectations and data accuracy standards
• Contribute to continuous improvement of data platform processes and automation

Required Qualifications:

• Bachelor's degree in Finance, Computer Science, Information Systems, or related field
• 5+ years of experience as a Technical Business Analyst in investment, asset management, or financial services domain
• Strong understanding of investment data concepts (e.g., securities, trades, portfolios, asset classes, ratings)
• Hands-on experience with Jira (features, epics, user stories, backlog management)
• Strong data analysis skills using SQL, Excel, or similar tools
• Experience working in Agile/Scrum delivery environments

Preferred Qualifications:

• Experience with investment data platforms, data lakes, or warehouse architectures
• Familiarity with tools such as Neoxam data hub, Databricks, Python, or cloud data platforms (Azure/AWS)
• Experience with data ingestion frameworks, ETL/ELT pipelines, and API integrations
• Knowledge of private placements, fixed income, or insurance investment portfolios
• Exposure to enterprise platforms