Job description

   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

Requirements

Must-haves

Location - HolClientel, NJ - 3 days onsite
Job Title: Technical Business Analyst – Investments Data Platform
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

Nice-to-haves

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
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

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

jiraagilesqlscrumpythonawsapi

Platform: jobdiva
Effort: medium