Technical Business Analyst Financial Systems

Job Description

Job Description

Technical Business Analyst Financial Systems

My name is Bill Stevens, and I have a new six month plus contract to hire Technical Business Analyst opportunity available for a major firm located in Holmdel, New Jersey that could be of interest to you, please review my specification below. The work week schedule will be hybrid, three days a week in the firms Holmdel, New Jersey office, and two days remote.

The ideal candidate should also possess a green card or be of citizenship. No Visa entanglements and no H1-B holding company submittals.

This position pays $70.00 per hour on a w-2 hourly basis or $77.00 per hour on a Corp basis. The Corp rate is for independent contractors only and not third-party firms. No Visa entanglements and no H1-B holding companies.

The firm is seeking a highly analytical and detail-oriented Technical Business Analyst (TBA) to support the firms 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 (holdings, trades, securities, ratings, cash flows) and will play a key role in driving data integration, automation, and reporting capabilities across the platform.

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:

Create and manage Jira features, epics, and user stories aligned to investment data initiatives

Break down requirements into granular, testable stories with clear acceptance criteria

Participate in backlog refinement, planning, and prioritization with Product and Engineering teams

Ensure traceability between business requirements, technical design, and delivery artifacts

Requirement Refinement & Cross-Team Collaboration:

Continuously refine requirements through iteration, stakeholder feedback, and technical feasibility discussions

Collaborate with data engineers, platform teams, and architects to ensure alignment with system design

Work closely with QA teams to define test scenarios and ensure requirements are correctly implemented

Act as a bridge between business and technical teams, ensuring shared understanding

Testing & UAT (User Acceptance Testing):

Define and execute UAT test cases aligned with investment workflows and data outputs

Validate end-to-end flows (e.g., data ingestion, transformation and reporting)

Coordinate with business users to ensure functional completeness and accuracy

Log and track defects, and support resolution through to closure

Delivery & Stakeholder Communication:

Provide regular updates on feature progress, risks, and dependencies

Support release validation and production rollout activities

Ensure delivered solutions meet business expectations and data accuracy standards

Contribute to continuous improvement of data platform processes and automation

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