Business Analyst(Wealth Management/Brokerage)

Karwell Technologies Inc; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

A leading technology firm is seeking an experienced Business Analyst for a remote position. You will collaborate with product owners and engineering teams, conduct business process analysis, and manage product backlog items in Azure DevOps. The ideal candidate has over 8 years of experience in a technology-driven environment and a strong background in data analysis and agile methodologies. This long-term contract offers competitive compensation.

Qualifications

• 8+ years of experience as a Business Systems Analyst or similar role in a technology-driven environment.
• Experience with Azure DevOps for requirements management and agile delivery.
• Proven ability to write detailed PBIs and user stories.

Responsibilities

• Collaborate with stakeholders to define and document requirements.
• Conduct business process analysis to identify improvement opportunities.
• Create test plans to validate functionality.

Skills

Collaboration

Communication

Stakeholder management

Data analysis

Agile methodologies

Test planning

Process flow development

Power BI

Tools

Azure DevOps

Microsoft Visio

MuleSoft

WSO2

Job description

Overview

Job Title: Business Analyst
Location : 100% Remote
Duration: Long Term Contract
Employment: W2
Visa: Independent Candidates

Job Description: Domain: Wealth Management/Brokerage mandatory

Key Responsibilities

• Collaborate with product owners, architects, and engineering teams to define and document business and technical requirements.


• Conduct in-depth business process analysis to identify improvement opportunities and automation potential.


• Write clear, actionable Product Backlog Items (PBIs) and user stories in Azure DevOps.


• Partner with agile teams to ensure sprint goals are met and solutions are delivered on time and within scope.


• Act as a liaison between business stakeholders and technical teams, translating complex requirements into scalable solutions.


• Create and execute robust test plans to validate functionality and ensure quality delivery.


• Support workflow automation and orchestration initiatives using tools such as MuleSoft or WSO2.


• Contribute to product ownership activities, including backlog grooming, prioritization, and stakeholder communication.

Required Qualifications

• 8+ years of experience as a Business Systems Analyst or similar role in a technology-driven environment.


• Proven experience with Azure DevOps (ADO) for requirements management and agile delivery.


• Strong understanding of agile methodologies and experience working in agile teams.


• Demonstrated ability to write detailed PBIs, user stories, and acceptance criteria.


• Experience creating and executing comprehensive test plans.


• Expertise in developing detailed and actionable process flows using Microsoft Visio.


• Expertise in data analysis, data migration, and data reporting.


• Experience using Power BI, including developing reports, connecting to data sources, and identifying trends and actionable insights.


• Excellent soft skills: collaboration, communication, stakeholder management, and trust-building.


• Experience in or strong understanding of workflow automation and orchestration tools.


• Experience in a Product Owner/Scrum Master capacity is highly desirable.


• Financial services and/or wealth management industry experience is highly preferred.

Preferred Qualifications

• Familiarity with C# and .NET development environments.


• Experience with MuleSoft , WSO2, or similar integration/orchestration platforms.


• Technical background or education in computer science, information systems, or a related field.


• Certifications in Agile (e.g., Scrum Product Owner, SAFe) or Business Analysis (e.g., CBAP) are a plus.