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Senior Business Analyst - Investment Technology

Software Guidance Assistance

Software Guidance & Assistance, Inc., (SGA), is searching for a Principal Business Analyst - Investment Technology for a Direct Hire assignment with one of our premier Investment Management clients based in Atlanta, GA . This position requires 3-4 days/week in the office.


Responsibilities:

  • Lead discovery, analysis, and requirements definition for complex, data-driven investment and ESG technology initiatives.
  • Partner closely with investment, ESG, risk, compliance, product, and technology stakeholders to understand business workflows, data requirements, and priorities.
  • Translate complex business needs into clear functional requirements, user stories, acceptance criteria, and technology solutions.
  • Lead analysis efforts across large-scale initiatives involving investment and ESG data, reporting, analytics, and technology platforms.
  • Work closely with engineering and data teams throughout the full Agile delivery lifecycle.
  • Analyze data flows, business processes, system dependencies, and integration requirements.
  • Use SQL and other data analysis techniques to investigate data, validate requirements, and support solution design and testing.
  • Identify gaps, risks, and dependencies and work with business and technology teams to drive issues to resolution.
  • Operate independently and apply sound judgment when solving complex and non-routine business and technology problems.
  • Serve as a senior Business Analyst resource and help establish effective analysis and delivery practices across the team.

Required Skills:

  • 10-12+ years of experience as a Technical Business Analyst within complex enterprise technology environments.
  • Strong experience leading business analysis and execution for large-scale, complex, data-driven technology initiatives .
  • Financial services or asset/investment management industry experience.
  • Strong understanding of data concepts, data flows, data mapping, and data-driven applications.
  • Hands-on experience using SQL for data analysis and validation.
  • Experience working with Snowflake or similar modern cloud data platforms.
  • Experience with reporting, analytics, and/or data visualization solutions.
  • Strong experience translating business requirements into detailed functional requirements, user stories, and acceptance criteria.
  • Demonstrated experience partnering closely with engineering and data teams.
  • Strong experience working within Agile delivery models .
  • Excellent analytical, problem-solving, communication, and stakeholder management skills.
  • Ability to work independently and lead analysis across complex initiatives involving multiple business and technology stakeholders.

Preferred Skills:

  • Experience within investment technology or investment data environments.
  • Domain knowledge in one or more of the following areas:
    • ESG / sustainable investing
    • Investments / investment management
    • Risk
    • Compliance
    • Regulatory reporting
    • Investment or enterprise data platforms
  • Experience working with ESG data, investment data, or third-party financial data providers.
  • Experience supporting global investment management organizations.

By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations.


SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .


SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.


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Vacancy posted 3 days ago
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