Lead Business 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

Mandatory required skills:
The Business Analyst in the Investments domain will act as a key liaison between business stakeholders and technical teams, ensuring that investment strategies, financial models, and operational workflows are effectively analyzed, documented, and optimized. The role involves gathering and analyzing business requirements, identifying gaps, recommending solutions, and enabling the delivery of financial products and services that align with organizational objectives.

Preferred/Desired skills:
Prior experience with BNY / Pershing platform.

Detailed Job Description:

1. Collaborate with portfolio managers, investment analysts and other stakeholders to understand business goals and challenges.
2. Elicit, document, and validate business requirements, ensuring they align with the organization's investment strategy.
3. Define user stories, workflows, and acceptance criteria for new solutions or enhancements.
4. Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms.
5. Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing).
6. Analyze financial and investment data to support business decisions.
7. Act as a bridge between technical teams and business units, ensuring clear communication and alignment.
8. Deliver presentations and updates to senior management and stakeholders on project progress and key findings.