Technical Business Analyst - Investments Data Platform

Job Title: Technical Business Analyst Investments Data Platform

Location - Holmdel, NJ - 3 days onsite







Job Summary
We are seeking a highly analytical and detail-oriented Technical Business Analyst (TBA) to support our 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.

Key Responsibilities



Investment Data Requirements & Analysis

• 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/downstream dependencies across data pipelines and reporting systems

Data Analysis & Data Quality

• Perform detailed data profiling, reconciliation, and validation across multiple systems (e.g., source files, data platforms, 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

- Jira, Agile Delivery & Backlog Management



- Requirement Refinement & Cross-Team Collaboration



- Testing & UAT (User Acceptance Testing)

Required Qualifications

• 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 domain
• Strong understanding of investment data concepts (e.g., securities, trades, portfolios, asset classes, ratings)
• Hands-on experience with Jira (features, epics, user stories, 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 tools such as Neoxam data hub , Databricks, Python, or cloud data platforms (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

Key Skills

• Strong analytical and data problem-solving skills
• Deep understanding of data flows, transformations, and integrations
• Excellent stakeholder management and communication
• 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