Technical Business Analyst

Job Title:
Technical Business Analyst - Wealth Management

Employment Type:
Full-time

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.

• 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.

• 10+ years of experience, including 5+ years 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.

• 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.