Technical Business Analyst – Investments Data Platform We are seeking a highly analytical and detail-oriented Technical Business Analyst 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 • 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 $B"* (B transformation $B"* (B 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 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
