About the role
The firm is seeking a highly analytical and detail-oriented Technical Business Analyst (TBA) to support the firms Investments Data Platform initiatives. This role partners closely with Product Manager/Product Owner, and business stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions. The ideal candidate will have hands-on experience working with investment data (holdings, trades, securities, ratings, cash flows) and will play a key role in driving data integration, automation, and reporting capabilities across the platform.
Responsibilities:
Investment Data Requirements & Analysis:
- Collaborate with Product Manager/Product Owner, portfolio teams, risk, and operations stakeholders to gather and document business requirements
- Translate investment workflows into functional specifications, data mappings, and system requirements
- Analyze datasets such as holdings, trades, issuer/security master, pricing, and ratings data to support solution design
- Understand upstream/downstream dependencies across data pipelines and reporting systems
Data Analysis & Data Quality:
- Perform detailed data profiling, reconciliation, and validation across multiple systems (e.g., source files, data platforms, reporting tools)
- Identify and resolve data quality issues, breaks, and inconsistencies
- Define and document business rules, transformations, and validation checks
- Support data lineage and traceability across ingestion to consumption layers
Jira, Agile Delivery & Backlog Management:
- Create and manage Jira features, epics, and user stories aligned to investment data initiatives
- Break down requirements into granular, testable stories with clear acceptance criteria
- Participate in backlog refinement, planning, and prioritization with Product and Engineering teams
- Ensure traceability between business requirements, technical design, and delivery artifacts
Requirement Refinement & Cross-Team Collaboration:
- Continuously refine requirements through iteration, stakeholder feedback, and technical feasibility discussions
- Collaborate with data engineers, platform teams, and architects to ensure alignment with system design
- Work closely with QA teams to define test scenarios and ensure requirements are correctly implemented
- Act as a bridge between business and technical teams, ensuring shared understanding
Testing & UAT (User Acceptance Testing):
- Define and execute UAT test cases aligned with investment workflows and data outputs
- Validate end-to-end flows (e.g., data ingestion, transformation and reporting)
- Coordinate with business users to ensure functional completeness and accuracy
- Log and track defects, and support resolution through to closure
Delivery & Stakeholder Communication:
- Provide regular updates on feature progress, risks, and dependencies
- Support release validation and production rollout activities
- Ensure delivered solutions meet business expectations and data accuracy standards
- Contribute to continuous improvement of data platform processes and automation
Required Qualifications:
- Bachelor's degree in Finance, Computer Science, Information Systems, or related field
- 5+ years of experience as a Technical Business Analyst in investment, asset management, or financial services domain
- Strong understanding of investment data concepts (e.g., securities, trades, portfolios, asset classes, ratings)
- Hands-on experience with Jira (features, epics, user stories, backlog management)
- Strong data analysis skills using SQL, Excel, or similar tools
- Experience working in Agile/Scrum delivery environments
Preferred Qualifications:
- Experience with investment data platforms, data lakes, or warehouse architectures
- Familiarity with tools such as Neoxam data hub, Databricks, Python, or cloud data platforms (Azure/AWS)
- Experience with data ingestion frameworks, ETL/ELT pipelines, and API integrations
- Knowledge of private placements, fixed income, or insurance investment portfolios
- Exposure to enterprise platforms
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