IT - Technical Business Analyst - Investments Data Platform

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Position: Technical Business Analyst ID: 1001-1

Duration: 7+ months contract-to-hire role

Location: Holmdel, NJ 07733 - Hybrid (Wed & Thurs)

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

· 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 → 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