compLogoTechnical Business AnalystHybridAustin, TX, USAFort Mill, SC, USANew York, NY, USA

Job Title: Technical Business Analyst – Wealth Management

Location:
Employment Type: Full-time

Role Overview

We are seeking a Technical Business Analyst with strong experience in Wealth Management to bridge the gap between business needs and technology solutions. The ideal candidate will have a deep understanding of financial products, investment platforms, and regulatory requirements, combined with technical proficiency in system analysis and integration.

Key Responsibilities

  • Gather, analyze, and document business requirements for Wealth Management systems and processes.
  • Collaborate with stakeholders, product owners, and development teams to translate business needs into technical specifications.
  • Perform gap analysis and propose solutions to enhance system functionality and user experience.
  • Support system design, data mapping, and integration between Wealth Management platforms and other enterprise systems.
  • Conduct functional testing, UAT coordination, and ensure quality delivery of technology solutions.
  • Prepare detailed documentation including BRDs, functional specifications, and process flows.
  • Act as a subject matter expert for Wealth Management products such as portfolio management, advisory services, and investment platforms.
  • Ensure compliance with regulatory standards and internal policies.

Required Skills & Experience

  • Total 10+ years of experience 5+ years of experience as a Business Analyst in financial services, preferably Wealth Management.
  • Strong understanding of Wealth Management products: mutual funds, equities, bonds, retirement planning, and advisory services.
  • Technical proficiency in SQL, data analysis, and system integration.
  • Experience with Wealth Management platforms (e.g., Temenos, Avaloq, FIS, or similar).
  • Familiarity with Agile/Scrum methodologies.
  • Excellent communication and stakeholder management skills.

Preferred Qualifications

  • Knowledge of financial regulations (MiFID, FINRA, etc.).
  • Experience with API integrations and data migration projects.
  • Certification in Business Analysis (CBAP) or Agile (CSPO) is a plus.