Location - HolClientel, NJ - 3 days onsite
Job Title: Technical Business Analyst Investments Data Platform
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.
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.
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 Clienthitectures
- Familiarity with tools such as Neoxam data hub , Databricks, Python, or cloud data platforms (Clienture/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
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