Technical Business Analyst

About the role

AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility, and strength. The Technical Business Analyst, reporting to the Trust & Custody Solutions Manager, will gather and document business and user requirements for new features and enhancements to American Trust Custody's web-based financial platform, translating these into functional specifications for the development team. This role serves as the liaison between the internal and external business community—clients, partners, and employees—and the development team, bridging the technical gap between business requirements and development needs.

Responsibilities

• Document business and user requirements with acceptance criteria and write functional specifications for the development team.
• Coordinate, schedule, prepare agendas for, facilitate, and participate in customer enhancement-focused collaboration sessions, Scrum meetings, and sprint planning meetings with internal and external audiences.
• Collaborate with the development team, product and training specialists, business development team, product management personnel, and upper management to improve product offerings.
• Ask relevant probing questions to uncover the "why" behind business requests and achieve successful outcomes.
• Lead demonstrations, user acceptance testing, and occasional training activities for new enhancements or functionality, and write product documentation.
• Write, maintain, and execute test plans, test cases, and test scripts for functional, regression, and scalability testing.
• Manage a portfolio of complex projects spanning one or multiple teams or systems.
• Create visual models or diagrams of current and proposed workflows.
• Generate feature enhancements and bug cases in the issue tracking system.
• Understand interdependencies between technology, operations, and functional goals.
• Perform research and root cause analysis to determine the cause of system issues and resolve them.
• Identify, document, and report product anomalies.
• Serve as a resource for development, clarifying requirements throughout the software development life cycle.

Requirements

• Bachelor’s degree in Business, Finance, or Technology.
• Project Management Professional (PMP) Certification or International Institute of Business Analysis (IIBA), CCBA, or CBAP certification is a plus.
• 3+ years of experience writing functional specifications for development teams, preferably for web-based applications.
• Experience with Azure DevOps is preferred.
• Experience with Web services/API platforms is a plus.
• Ability to write intermediate SQL queries and experience using SQL Server Management Studio (SSMS) is desired.
• Perseverance and fortitude to learn and grasp complex financial concepts and processes.
• Strong analytical and problem-solving skills.
• Experience working in an Agile development environment using the Scrum framework and sprints.
• Strong verbal and written communication skills.
• Ability to multi-task, prioritize, and work efficiently while maintaining accuracy and attention to detail.
• Energetic self-starter with the ability to work independently.