Sr. Technical Business Analyst, Wealth Management

Responsibilities

• Drive the elicitation, analysis, documentation, and management of business, functional, and non-functional requirements for complex technology initiatives.
• Translate business objectives and requirements into actionable requirements, user stories, process models, and solution specifications.
• Conduct business process analysis, gap assessments, feasibility studies, impact analyses, and solution evaluations.
• Facilitate workshops, stakeholder interviews, and discovery sessions across business and technology teams.
• Collaborate with Product Owners, Developers, QA teams, UX designers, and business stakeholders to deliver high-quality solutions.
• Assist in QA and User Acceptance Testing (UAT), validate test scenarios, and ensure delivered solutions meet business expectations.
• Develop and maintain process maps, wireframes, prototypes, data flow diagrams, and business documentation, leveraging AI capabilities for the same.
• Serve as a subject matter expert (SME) for assigned business domains, applications, and operational processes.
• Support production issue triage, root cause analysis, and resolution activities, including occasional after-hours support.

Qualifications

• 5 + years of Business Analysis experience, preferably within Financial Services, Wealth Management, Capital Markets, or enterprise technology environments.
• Proven experience working on large, cross-functional technology initiatives and managing complex stakeholder relationships.
• Strong understanding of SDLC methodologies including Agile, Scrum, Waterfall, and hybrid delivery models.
• Proven experience translating complex business needs into technical requirements, user stories, workflows, and solution designs.
• Strong analytical, problem-solving, and critical-thinking skills.
• Proficiency in SQL, data analysis, and data mapping techniques.
• Experience with tools such as Azure DevOps, TFS, ServiceNow, Splunk, Postman, and Microsoft Office Suite.
• Experience creating process flows, wireframes, and solution documentation using tools such as Visio, Lucidchart, Figma, Marvel, or similar platforms, and use this experience to produce and validate similar outputs using AI capabilities.
• Exceptional communication and facilitation skills with the ability to engage effectively across business, and technical audiences.
• Demonstrated ability to influence decision-making and drive consensus across diverse stakeholder groups.

Preferred Qualifications

• Experience supporting Alternative Investments, Private Markets, Wealth Management, Advisory Platforms, or Investment Operations.
• Experience with vendor-based software implementations and enterprise SaaS platforms.
• Experience with AI, Generative AI, Machine Learning, Intelligent Automation, or Data Analytics initiatives.
• Experience gathering requirements for AI-enabled workflows, knowledge management solutions, chatbot implementations, or automation initiatives.

Education

Bachelor’s: Computer and Information Science, High School (HS)