Technical Business Analyst

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