Investment Solutions Lead Analyst

TechDigital Group; San Antonio (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Business Analyst to bridge the gap between business stakeholders and technical teams in the Investments domain. This dynamic role involves analyzing financial models, gathering requirements, and optimizing operational workflows to support the delivery of financial products. The ideal candidate will collaborate closely with portfolio managers and investment analysts, ensuring that solutions align with organizational objectives. With a focus on effective communication and problem-solving, this position offers the opportunity to make a significant impact in the financial services sector. If you are passionate about finance and technology, this role is perfect for you.

Qualifications

• Experience in business analysis, particularly in financial services.
• Strong communication skills to liaise between stakeholders and technical teams.

Responsibilities

• Collaborate with stakeholders to understand business goals and challenges.
• Document and validate business requirements for investment strategies.
• Support testing processes and deliver presentations to senior management.

Skills

Business Analysis

Financial Modeling

Requirements Gathering

Communication Skills

Problem Solving

Tools

BNY / Pershing platform

Job description

An established industry player is seeking a Business Analyst to bridge the gap between business stakeholders and technical teams in the Investments domain. This dynamic role involves analyzing financial models, gathering requirements, and optimizing operational workflows to support the delivery of financial products. The ideal candidate will collaborate closely with portfolio managers and investment analysts, ensuring that solutions align with organizational objectives. With a focus on effective communication and problem-solving, this position offers the opportunity to make a significant impact in the financial services sector. If you are passionate about finance and technology, this role is perfect for you.