Technical Business Analyst

The Value Maximizer; South Carolina; On-site; USD 90,000 - 130,000; Full time

Job summary

A leading financial technology company is seeking a Technical Business Analyst to support complex financial technology initiatives. This role emphasizes Agile delivery and requires strong Wealth Management experience. Responsibilities include facilitating Agile ceremonies, managing backlogs, and translating business requirements into actionable technical solutions. The ideal candidate should possess excellent communication skills and a solid background in financial products. This is a full-time position based in the United States.

Qualifications

• Strong experience as a Scrum Master and/or Technical Business Analyst.
• Proven background in Wealth Management or Asset Management.
• Hands-on experience working in Agile/Scrum environments.
• Knowledge of financial products (portfolios, mutual funds, equities, fixed income, advisory platforms).
• Experience with user story creation, backlog grooming, sprint execution.
• Strong communication with technical and non-technical stakeholders.
• Familiar with JIRA, Confluence, Azure DevOps.

Responsibilities

• Facilitate Agile ceremonies including sprint planning and reviews.
• Remove impediments and manage dependencies across teams.
• Partner with Product Owners to maintain healthy, well-groomed backlogs.
• Gather, analyze, and document business and technical requirements for Wealth Management apps.
• Translate requirements into user stories, specs, and acceptance criteria.
• Clarify system behavior, data flows, and integrations with architects/developers.
• Support API, data, and system integration discussions.
• Assist QA with test case review and validation of delivered functionality.
• Manage requirement traceability through the full delivery lifecycle.

Skills

Scrum Master experience

Technical Business Analyst experience

Wealth Management background

Agile/Scrum experience

Strong communication skills

User story creation

Backlog grooming

Experience with JIRA

Experience with Confluence

Experience with Azure DevOps

Tools

JIRA

Confluence

Azure DevOps

Job description

We are looking for a Technical Business Analyst with strong Wealth Management experience to support delivery of complex financial technology initiatives. This role will work closely with product owners, engineering teams, and business stakeholders to drive Agile delivery while translating business requirements into clear, actionable technical solutions.

Title: Technical Business Analyst

Location: Fort Mill, SC/ NYC, NY

Duration: Fulltime with Incedo

Responsibilities

• Facilitate Agile ceremonies including sprint planning, daily stand-ups, sprint reviews, and retrospectives
• Remove impediments and manage dependencies across teams
• Partner with Product Owners to maintain healthy, well-groomed backlogs
• Gather, analyze, and document business and technical requirements for Wealth Management applications
• Translate business needs into user stories, functional specifications, and acceptance criteria
• Work closely with architects and developers to clarify system behavior, data flows, and integrations
• Support API, data, and system integration discussions
• Assist QA teams with test case review and validation of delivered functionality
• Manage requirement traceability through the full delivery lifecycle

Required Skills & Experience

• Strong experience as a Scrum Master and/or Technical Business Analyst
• Proven background in Wealth Management or Asset Management
• Hands‑on experience working in Agile / Scrum environments
• Solid understanding of financial products such as portfolios, mutual funds, equities, fixed income, and advisory platforms
• Experience with user story creation, backlog grooming, and sprint execution
• Strong communication skills with both technical and non‑technical stakeholders
• Experience with tools such as JIRA, Confluence, Azure DevOps, or similar