Technical Business Analyst

Intone Inc; Holmdel Township, Northern (NJ, KY); Hybrid; USD 110,000 - 140,000; Part time

Job summary

Intone Inc. is seeking a Technical Business Analyst to support an Investments Data Platform initiative on a 12-month contract, based in Holmdel, NJ.

You will partner with Product Managers, Product Owners, and stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions. You will drive data integration, automation, and reporting capabilities across the platform, collaborating with data engineers, platform teams, and QA to ensure

Qualifications

• Bachelor's degree in Finance, Computer Science, Information Systems, or related field
• 5+ years of experience as a Technical Business Analyst in investment/data domain
• Strong understanding of investment data concepts (securities, trades, portfolios, asset classes, ratings)
• Hands-on Jira experience (features, epics, user stories, backlog management)
• Strong data analysis skills using SQL, Excel, or similar tools
• Experience in Agile/Scrum delivery environments

Responsibilities

• Gather and document business requirements for investment data initiatives
• Translate workflows into functional specs, data mappings, and system requirements
• Analyze holdings, trades, pricing, and ratings data for solution design
• Define data lineage and traceability across ingestion to consumption
• Create and manage Jira features, epics, and user stories
• Collaborate with data engineers, platform teams, and architects to ensure alignment with system design
• Define test scenarios with QA and execute UAT test cases
• Coordinate with business users to ensure completeness and accuracy

Skills

Jira

SQL

Excel

Agile/Scrum

Data concepts

Education

Bachelor's degree in Finance/CS/IS

Tools

Neoxam data hub

Databricks

Python

Azure

AWS

Job description

We are seeking a Technical Business Analyst to support an Investments Data Platform initiative on a 12-month contract basis, based in Holmdel, New Jersey. In this role, you will partner closely with Product Managers, Product Owners, and business stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions. You will play a key role in driving data integration, automation, and reporting capabilities across the platform.

Responsibilities

• Collaborate with Product Managers, Product Owners, portfolio teams, risk, and operations stakeholders to gather and document business requirements for investment data initiatives
• Translate investment workflows into functional specifications, data mappings, and system requirements
• Analyze datasets such as holdings, trades, issuer/security master, pricing, and ratings data to support solution design
• Understand upstream and downstream dependencies across data pipelines and reporting systems
• Perform detailed data profiling, reconciliation, and validation across multiple systems including source files, data platforms, and reporting tools
• Identify and resolve data quality issues, breaks, and inconsistencies
• Define and document business rules, transformations, and validation checks
• Support data lineage and traceability across ingestion to consumption layers
• Create and manage Jira features, epics, and user stories aligned to investment data initiatives
• Break down requirements into granular, testable stories with clear acceptance criteria
• Participate in backlog refinement, planning, and prioritization with Product and Engineering teams
• Ensure traceability between business requirements, technical design, and delivery artifacts
• Continuously refine requirements through iteration, stakeholder feedback, and technical feasibility discussions
• Collaborate with data engineers, platform teams, and architects to ensure alignment with system design
• Work closely with QA teams to define test scenarios and ensure requirements are correctly implemented
• Act as a bridge between business and technical teams, ensuring shared understanding
• Define and execute UAT test cases aligned with investment workflows and data outputs
• Validate end-to-end flows including data ingestion, transformation, and reporting
• Coordinate with business users to ensure functional completeness and accuracy
• Log and track defects, and support resolution through to closure
• Provide regular updates on feature progress, risks, and dependencies
• Support release validation and production rollout activities
• Ensure delivered solutions meet business expectations and data accuracy standards
• Contribute to continuous improvement of data platform processes and automation

Qualifications

• Required
  • Bachelor's degree in Finance, Computer Science, Information Systems, or related field
  • 5 or more years of experience as a Technical Business Analyst in investment, asset management, or financial services domain
  • Strong understanding of investment data concepts such as securities, trades, portfolios, asset classes, and ratings
  • Hands-on experience with Jira, including features, epics, user stories, and backlog management
  • Strong data analysis skills using SQL, Excel, or similar tools
  • Experience working in Agile/Scrum delivery environments
• Preferred
  • Experience with investment data platforms, data lakes, or warehouse architectures
  • Familiarity with tools such as Neoxam data hub, Databricks, Python, or cloud data platforms including Azure or AWS
  • Experience with data ingestion frameworks, ETL/ELT pipelines, and API integrations
  • Knowledge of private placements, fixed income, or insurance investment portfolios
  • Exposure to enterprise platforms