Technical Trading Business Analyst at Qode Washington DC

Qode; Washington (District of Columbia); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision premiums paid

401(k) with 50% match

PTO and holidays

Family support and caregiver leave

Hybrid work from home up to 75 days/yr

Job summary

Qode in Washington DC seeks a Technical Trading Business Analyst to join our Investment Management technology team. You will work with Portfolio Management groups to ensure systems meet business needs and industry standards.

The role requires 5+ years as a BA in wealth/investment management, hands-on experience with portfolio platforms like Charles River or Bloomberg, and strong SQL skills. Hybrid work is offered with travel as needed.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• 5+ years of experience as a BA in Wealth/Investment Management Technology.
• Experience with portfolio management platforms and data concepts.

Responsibilities

• Collaborate with Portfolio Management groups to ensure system performance.
• Monitor start-of-day readiness and system health.
• Foster dialogue between business customers, Technology Teams, and vendors.
• Provide operational and incident support for applications.
• Perform root-cause analysis and propose preventive solutions.
• Define user stories and acceptance criteria from requirements.
• Define business, functional and technical requirements with diagrams.
• Participate in the software development lifecycle.
• Identify automation, restructuring, or elimination opportunities.
• Provide business recommendations based on analysis.
• Maintain accuracy while handling multiple requests with due dates.

Skills

Business Analyst experience

Portfolio management concepts

Stakeholder collaboration

Education

Bachelor's degree

Tools

Charles River

Bloomberg

Job description

Technical Trading Business Analyst job at Qode in Washington DC.

Company

Investment Firm / Wealth Management

Job

Technical Trading Business Analyst

Pay

$110K - $140K based upon experience

Location

Camas, WA or Plano, TX - Hybrid with 1 day a week from home after the first 90 days

Education

• Bachelor's degree or equivalent combination of education and experience required

Experience

• 5+ years of experience working as a Business Analyst of a Wealth or Investment Management Technology team and product management experience
• Hands‑on experience in Portfolio management platforms like Charles River or Bloomberg
• Working knowledge of Portfolio management concepts (Positions, Trades, Securities)
• Technical experience in modifying and creating SQL queries to pull data

Responsibilities

• Collaborate closely with all Portfolio Management group—including Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations teams—to ensure the system performs as expected
• Monitor production platforms for start‑of‑day readiness and general system health
• Effectively foster dialogue and communication between internal business customers, Technology Teams, and application vendors
• Provide operational and incident support for assigned applications and modules
• Perform root‑cause analysis on production incidents and propose solutions to prevent recurrence
• Define user stories and acceptance criteria based on business requirements
• Define business, functional and technical systems requirements accompanied with solution detail and diagrams
• Participate in the software development lifecycle
• Identify ways to streamline processes by recommending items for automation, re‑structuring, or elimination
• Provide business recommendations based on critical analysis
• Maintain a high level of accuracy while managing multiple requests with varying complexities and due dates

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back‑up child, adult, and elder care
• Opportunity to participate in our hybrid work from home program. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year