Lead Wealth Tech Business Analyst (Data-Driven)

TEKsystems; United States; Hybrid; USD 106,000 - 143,000; Part time

Job summary

TEKsystems is seeking a Lead Business Analyst, Technology in the United States to partner with Wealth Management and Asset Management Technology teams. You will drive business and functional requirements, write user stories, map data flows, and manage wireframes and acceptance criteria from ideation to implementation.

The role involves coordinating across Product, Tech, QA, and stakeholders to deliver solutions for reporting, portfolio management, tax optimization, and trading workflows.

Qualifications

• 10+ years of BA experience in Wealth Management and Financial Services.
• Experience with Equities, Fixed Income, Mutual Fund, SMA, UMA and familiarity with trading workflows.
• Strong command of SDLC, Agile and Waterfall methodologies.
• Proficiency in SQL and data analysis with hands-on use of tools such as TFS, Azure DevOps, ServiceNow, Splunk, Dynatrace and Postman.
• Experience using wireframing/prototyping tools like Visio/Marvel.
• Experience with Agile Methodology.

Responsibilities

• Gather requirements through cross-functional collaboration to define product capabilities.
• Lead requirements gathering, wireframes, user stories, acceptance criteria, data mapping and data flows.
• Drive backlog prioritization and coordinate with Development, QA, UI/UX, Product teams and stakeholders.
• Develop and maintain high-quality process flows, prototypes, and technical/user documentation.
• Facilitate UAT and ensure solutions meet business expectations.
• Support production issue investigation and after-hours support as needed.

Skills

10+ years BA experience

Wealth Management domain

Equities & Fixed Income knowledge

SDLC & Agile

SQL & data analysis

Wireframing tools (Visio/Marvel)

Agile Methodology

Tools

TFS

Azure DevOps

ServiceNow

Splunk

Dynatrace

Postman

Job description

TEKsystems is seeking a Lead Business Analyst, Technology in the United States to partner with Wealth Management and Asset Management Technology teams. You will drive business and functional requirements, write user stories, map data flows, and manage wireframes and acceptance criteria from ideation to implementation.

The role involves coordinating across Product, Tech, QA, and stakeholders to deliver solutions for reporting, portfolio management, tax optimization, and trading workflows.