IT - Technical Business Analyst - Investments Data Platform | Holmdel, NJ - 2 days onsite

Responsibilities

• Partner with Product Managers, Product Owners, portfolio teams, risk teams, and operations stakeholders to gather and document business requirements.
• Translate investment workflows into functional specifications, data mappings, and system requirements.
• Analyze investment datasets including holdings, trades, issuer/security master, pricing, ratings, and cash flow data.
• Identify upstream and downstream dependencies across data pipelines, reporting platforms, and consuming applications.
• Perform data profiling, reconciliation, validation, and root cause analysis across multiple systems and data sources.
• Identify, investigate, and resolve data quality issues, exceptions, and inconsistencies.
• Define business rules, transformation logic, and validation requirements.
• Support data lineage, traceability, and governance initiatives across the data platform.
• Create and manage Jira epics, features, user stories, and backlog items.
• Break business requirements into detailed, testable user stories with clear acceptance criteria.
• Participate in sprint planning, backlog refinement, prioritization, and Agile ceremonies.
• Ensure traceability between business requirements, technical design artifacts, testing, and delivery outcomes.
• Collaborate closely with data engineers, architects, platform teams, and QA resources.
• Serve as the liaison between business stakeholders and technical delivery teams.
• Ensure alignment between business objectives and platform capabilities.
• Develop and execute UAT scenarios aligned to investment workflows and reporting requirements.
• Validate end-to-end data flows from ingestion through transformation and reporting.
• Coordinate testing activities with business users and project stakeholders.
• Track defects through resolution and ensure successful remediation.
• Communicate project status, risks, dependencies, and delivery progress to stakeholders.
• Support release validation and production implementation activities.
• Ensure solutions meet business requirements and data accuracy expectations.
• Contribute to continuous improvement efforts across data platform processes and automation initiatives.

Requirements

• Bachelor's degree in Finance, Computer Science, Information Systems, or related discipline.
• 5+ years of experience as a Technical Business Analyst within investment management, asset management, insurance investments, or financial services environments.
• Strong understanding of investment data concepts including securities, trades, portfolios, asset classes, ratings, and investment reporting.
• Hands-on experience managing Jira features, epics, user stories, and Agile backlogs.
• Strong SQL and data analysis skills with proficiency in Excel and related tools.
• Experience working within Agile/Scrum delivery environments.
• Strong analytical, problem-solving, and data validation skills.
• Excellent communication, stakeholder management, and requirements gathering capabilities.
• Experience documenting data mappings, business rules, and functional requirements.
• Ability to work effectively across business, product, and technical teams.

Preferred Skills

• Experience supporting investment data platforms, data lakes, or enterprise data warehouse environments.
• Familiarity with Databricks, Python, cloud data platforms (Azure or AWS), or similar technologies.
• Experience with data ingestion frameworks, ETL/ELT processes, and API integrations.
• Knowledge of fixed income, private placements, or insurance investment portfolios.
• Understanding of data governance, lineage, and metadata management concepts.
• Exposure to enterprise investment management platforms and tools.

Qualifications

• Passport required for international travel.
• Valid driver’s license and reliable transportation.
• Ability to pass a background check.
• Ability to work flexible hours, including some evenings and weekends.
• Ability to travel up to 20% domestically.

Benefits

• Competitive compensation package.
• Health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Flexible work schedule.
• Professional development opportunities.
• Work-life balance.

Pay

• $80,000 - $100,000 annually.

Schedule

• Hybrid opportunity with 2 days of onsite presence per week (Wednesday and Thursday).