Senior Tech BA - Wealth Management & Compliance Data

PTR Global

New York (NY)

Hybrid

USD 120,000 - 180,000

Full time

5 days ago

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Job summary

PTR Global in New York is seeking an experienced Technical Business Analyst / Data Analyst to join the Wealth Management Monitoring team within Non-Financial Risk Technology. You will help monitor advisor compliance with firm policies and provide data-driven insights.

You will elicit requirements, analyze data, support UAT and BDD, and lead cross-functional initiatives while mentoring junior analysts in a fast-paced, collaborative environment. Flexible working arrangements are available.

Qualifications

10+ years of Business Analyst experience in global/enterprise organizations.
Bachelor's degree in Computer Science, Information Technology, or related field.
Strong Data Analysis experience with SQL and relational databases.
Understanding of SDLC and Agile methodologies.
Experience with BRs, User Stories, UAT, and BDD.
Strong communication and stakeholder management skills.
Experience with cross-functional IT and Business teams.

Responsibilities

Elicit, analyze, and document business requirements, Agile user stories, POCs, and supporting documentation.
Analyze data sets, identify data gaps, and collaborate with cross-functional teams to resolve them.
Partner with development teams to ensure solutions meet business needs.
Develop and execute UAT test plans and support BDD.
Create and manage project plans, track milestones, and escalate risks/delays.
Lead cross-functional teams and facilitate communication between Business and Technology stakeholders.
Support product implementation and ongoing product support.
Mentor junior team members.