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Qode

Technical Business Analyst

New York , United States
full-time

AI overview

Bridge the gap between business needs and technology solutions in Wealth Management by gathering requirements, performing gap analysis, and acting as a subject matter expert.

Job Title: Technical Business Analyst – Wealth Management

Location:
Employment Type: Full-time

Role Overview

We are seeking a Technical Business Analyst with strong experience in Wealth Management to bridge the gap between business needs and technology solutions. The ideal candidate will have a deep understanding of financial products, investment platforms, and regulatory requirements, combined with technical proficiency in system analysis and integration.

Key Responsibilities

  • Gather, analyze, and document business requirements for Wealth Management systems and processes.
  • Collaborate with stakeholders, product owners, and development teams to translate business needs into technical specifications.
  • Perform gap analysis and propose solutions to enhance system functionality and user experience.
  • Support system design, data mapping, and integration between Wealth Management platforms and other enterprise systems.
  • Conduct functional testing, UAT coordination, and ensure quality delivery of technology solutions.
  • Prepare detailed documentation including BRDs, functional specifications, and process flows.
  • Act as a subject matter expert for Wealth Management products such as portfolio management, advisory services, and investment platforms.
  • Ensure compliance with regulatory standards and internal policies.

Required Skills & Experience

  • Total 10+ years of experience 5+ years of experience as a Business Analyst in financial services, preferably Wealth Management.
  • Strong understanding of Wealth Management products: mutual funds, equities, bonds, retirement planning, and advisory services.
  • Technical proficiency in SQL, data analysis, and system integration.
  • Experience with Wealth Management platforms (e.g., Temenos, Avaloq, FIS, or similar).
  • Familiarity with Agile/Scrum methodologies.
  • Excellent communication and stakeholder management skills.

Preferred Qualifications

  • Knowledge of financial regulations (MiFID, FINRA, etc.).
  • Experience with API integrations and data migration projects.
  • Certification in Business Analysis (CBAP) or Agile (CSPO) is a plus.

 Qode

Qode is dedicated to helping technical talent around the world find meaningful careers that match their skills and interests. Our platform provides a range of resources and tools that empower job seekers to take control of their careers and connect with top employers across a variety of industries. We believe that every individual deserves to find work that they're passionate about, and we are committed to making that vision a reality.Qode's team of experienced professionals is passionate about creating a better world of work by providing innovative solutions that improve the job search process for both job seekers and employers. We believe in transparency, trust, and collaboration, and we strive to build strong relationships with our customers and partners. Through our platform, we aim to create a more engaged and fulfilled global workforce that drives innovation and growth.

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