Technical Business Analyst - Investments Data Platform

About the role

We are seeking a highly analytical and detail-oriented Technical Business Analyst to support 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, including holdings, trades, securities, ratings, and cash flows, and will play a key role in driving data integration, automation, and reporting capabilities across the platform.

Responsibilities

• 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 and downstream dependencies across data pipelines and reporting systems.
• Perform detailed data profiling, reconciliation, and validation across multiple systems, including source files, data platforms, and 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.
• Manage and maintain Jira features, epics, user stories, and backlogs.
• Participate in Agile/Scrum ceremonies and delivery activities.
• Support requirement refinement and prioritization.
• Work closely with business, product, engineering, and technical teams.
• Translate complex business requirements into clear technical and functional specifications.
• Facilitate communication between business stakeholders and technical teams.
• Develop and review test scenarios and acceptance criteria.
• Support User Acceptance Testing (UAT).
• Validate data, functionality, and business requirements before release.

Requirements

• 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 domains.
• Strong understanding of investment data concepts, including securities, trades, portfolios, asset classes, and ratings.
• Hands-on experience with Jira, including features, epics, user stories, and 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 Neoxam Data Hub, Databricks, Python, or cloud data platforms such as 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.

Skills

• Strong analytical and data problem-solving skills.
• Deep understanding of data flows, transformations, and integrations.
• Excellent stakeholder management and communication skills.
• Ability to translate complex business problems into scalable data solutions.
• High attention to detail with focus on data accuracy and completeness.

Success Metrics

• High-quality, data-driven user stories with clear acceptance criteria.
• Reduced data defects and reconciliation breaks.
• Timely delivery of investment data features and platform enhancements.
• Improved data quality, lineage visibility, and operational efficiency.
• Strong stakeholder satisfaction across business, product, and engineering teams.