Sr. Technical BA | Capital Markets | Front office | Hybrid in Atlanta
$165k - $180kLiving Talent
Sr. Technical Business Analyst
Institutional & Retail Investment Management New Digital Tooling for Portfolio Managers Portfolio Construction & Rebalancing ? Trade Execution & Reporting Front Middle Back Office Atlanta, GA (Midtown) 4 Days Onsite Relocation Available Flextime + Unlimited PTO $165,000 $180,000
The Role
Sit at the intersection of investment ops and platform development supporting a wealth management platform across the full trading lifecycle, from portfolio construction and rebalancing through execution and reporting. This is not an order-taking role. You're the bridge between business and engineering confident enough to push back when requirements aren't ready, sharp enough to know when to work around process and when to hold the line on it. How you communicate and build trust matters as much as your technical chops.
What You'll Do
Serve as the primary bridge between Portfolio Managers, Financial Advisors, and engineering teams translating complex business needs into well-defined, actionable requirements
Own the requirements process end-to-end: discovery, documentation, user stories, acceptance criteria, and sign-off
Drive testing and validation through implementation, ensuring what gets built matches what was agreed
Strengthen and improve Agile processes where they add value and exercise judgment on when pragmatism takes precedence
Push back on ambiguity early, build stakeholder relationships that make that pushback productive, and keep delivery moving
What We're Looking For
5+ years as a Technical BA, Functional Analyst, or Solutions Analyst in financial services or capital markets
End-to-end trading lifecycle fluency: construction, optimization, trade modeling, rebalancing
Experience across upstream/downstream systems: OMS, Analytics, Accounting, Reporting
Knowledge of SMAs and trading lifecycle across fixed income and equities strong plus
The ability to deliver well-defined requirements not just gather them
Strong SQL; cloud fluency in AWS (Lambda, S3, microservices, CI/CD)
Agile/Jira and the experience to know when process serves the work and when it doesn't
A communicator and collaborator who earns credibility with both business and tech stakeholders
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