Technical Business Analyst (Data)

Hydrogen Group; Denver (CO); On-site; USD 100,000 - 130,000; Part time

Job summary

A global investment firm is seeking a Mid-Senior level Analyst to support their Investment Data Strategy & Solutions team in Denver, Colorado. The successful candidate will leverage 10+ years of experience in financial services, particularly in asset management or investment banking. Responsibilities include analyzing investment data workflows and collaborating with technology teams to deliver solutions. Prior hands-on experience with Python, VBA, and a strong understanding of investment operations are essential. This is a contract role offering exposure to innovative AI initiatives.

Qualifications

• 10+ years of experience in financial services, ideally asset management, investment banking, or wealth management.
• Hands-on experience with an Order Management System (OMS).
• Proven ability to write and implement business requirements, process maps, and user stories.

Responsibilities

• Conduct workshops with portfolio managers to gather business requirements.
• Document investment data attributes and process impacts.
• Produce functional requirements documents and Jira tickets.

Skills

Financial services knowledge

Analytical skills

Stakeholder management

Communication skills

Process mapping

Tools

Python

VBA

SQL

Excel

Jira

Job description

Overview

Join a global Investment Data Strategy & Solutions team supporting front-, middle-, and back-office investment operations. The role involves working closely with portfolio managers, traders, and research analysts to analyse, document, and improve data workflows and user-developed applications. You'll be responsible for understanding existing Python and VBA-based tools, identifying data sources, and proposing strategic solutions to standardise and de-risk processes using enterprise platforms (OMS, S&P EDM, Eagle, FactSet, etc.). This position offers exposure to cutting-edge AI initiatives, a highly collaborative international environment, and the opportunity to influence how data is leveraged across 60+ investment desks globally.

Key Responsibilities

• Conduct workshops and interviews with portfolio managers, analysts, and traders to gather and analyse business requirements.
• Identify and document investment data attributes, data lineage, and process impacts.
• Analyse Python/VBA user applications and pipelines; identify improvement opportunities.
• Produce functional requirements documents and Jira tickets outlining current and target states.
• Partner with technology teams to ensure delivery of required system changes, testing, and sign-off.
• Collaborate with central data management and architecture teams to ensure alignment across platforms.
• Create repeatable testing frameworks to validate data and process changes.
• Communicate regularly with stakeholders across business, technology, and data teams.
• Support the integration of emerging technologies, including AI-based solutions, into data workflows.

Required Skills & Experience

• 10+ years of experience in financial services, ideally within asset management, investment banking, or wealth management.
• Strong understanding of front-, middle-, and back-office investment operations.
• Demonstrated knowledge of equities, fixed income, derivatives, fund management, or client reporting.
• Hands-on experience with an Order Management System (OMS) (e.g., BlackRock Aladdin, Charles River).
• Working knowledge of Python, VBA, and SQL.
• Proven ability to write and implement business requirements, process maps, and user stories.
• Excellent stakeholder management and communication skills.
• Proficiency in Excel and process mapping tools (Visio, Lucidchart, etc.).
• Analytical, structured, and detail-oriented approach with a focus on delivery.

Preferred Skills

• 3+ years of hands-on Python, SQL, and VBA development experience.
• Prior experience creating AI utilities (e.g., multi-agent LLMs).
• Experience mentoring junior analysts or team members.
• Familiarity with S&P EDM (CADIS), Eagle, FactSet, Port, or other enterprise data tools.
• Exposure to cloud platforms (Azure, Databricks, Snowflake).
• Understanding of Agile methodologies and experience using Jira.
• CFA candidate or relevant certification preferred.

Soft Skills

• Confident communicator capable of engaging directly with front-office stakeholders.
• Assertive and able to challenge constructively when required.
• Collaborative, adaptable, and motivated by continuous improvement.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

• Analyst and Finance

Industries

• Financial Services, Funds and Trusts, and Investment Management