Senior Business Analyst - Investment Technology

About the role

Software Guidance & Assistance, Inc. (SGA) is seeking a Principal Business Analyst - Investment Technology for a direct‑hire role with a premier investment‑management client in Atlanta, GA. SGA is a women‑owned technology and resource solutions provider focused on solving big IT problems with a personal, boutique approach, matching consultants to over 1,000 engagements annually and emphasizing customer service, employee development, and quality and integrity.

Responsibilities

• Lead discovery, analysis, and requirements definition for complex, data-driven investment and ESG technology initiatives.
• Partner closely with investment, ESG, risk, compliance, product, and technology stakeholders to understand business workflows, data requirements, and priorities.
• Translate complex business needs into clear functional requirements, user stories, acceptance criteria, and technology solutions.
• Lead analysis efforts across large-scale initiatives involving investment and ESG data, reporting, analytics, and technology platforms.
• Work closely with engineering and data teams throughout the full Agile delivery lifecycle.
• Analyze data flows, business processes, system dependencies, and integration requirements.
• Use SQL and other data analysis techniques to investigate data, validate requirements, and support solution design and testing.
• Identify gaps, risks, and dependencies and work with business and technology teams to drive issues to resolution.
• Operate independently and apply sound judgment when solving complex and non-routine business and technology problems.
• Serve as a senior Business Analyst resource and help establish effective analysis and delivery practices across the team.

Required Skills

• 10-12+ years of experience as a Technical Business Analyst within complex enterprise technology environments.
• Strong experience leading business analysis and execution for large-scale, complex, data-driven technology initiatives.
• Financial services or asset/investment management industry experience.
• Strong understanding of data concepts, data flows, data mapping, and data-driven applications.
• Hands-on experience using SQL for data analysis and validation.
• Experience working with Snowflake or similar modern cloud data platforms.
• Experience with reporting, analytics, and/or data visualization solutions.
• Strong experience translating business requirements into detailed functional requirements, user stories, and acceptance criteria.
• Demonstrated experience partnering closely with engineering and data teams.
• Strong experience working within Agile delivery models.
• Excellent analytical, problem-solving, communication, and stakeholder management skills.
• Ability to work independently and lead analysis across complex initiatives involving multiple business and technology stakeholders.

Preferred Skills

• Experience within investment technology or investment data environments.
• Domain knowledge in one or more of the following areas: ESG / sustainable investing; Investments / investment management; Risk; Compliance; Regulatory reporting; Investment or enterprise data platforms.
• Experience working with ESG data, investment data, or third-party financial data providers.
• Experience supporting global investment management organizations.

Schedule

This position requires 3-4 days/week in the office.