Lead Business Analyst- Investment Technology - Equity

T. Rowe Price • Baltimore, MD

1d • $122,000 - $261,000 • Hybrid

About The Position

In this role, you will serve as a lead business analysis partner within Investments Technology, supporting Equity investment teams and the platforms, data, workflows, and digital capabilities that enable research, portfolio management, trading, analytics, and decision-making. You will act as the primary interface between Equity stakeholders, product owners, engineering teams, data partners, and enterprise technology groups to translate complex investment needs into clear business requirements, user stories, process flows, and scalable technology solutions. This role requires strong investment domain knowledge, disciplined Agile delivery experience, and an interest in applying AI-enabled capabilities responsibly to improve insight generation, workflow efficiency, and business outcomes.

Requirements

• Typically, 8+ years of relevant experience in business analysis, product analysis, investment technology, financial services technology, or a related discipline.
• Demonstrated experience partnering directly with, product owners, engineers, architects, data teams, QA, and technology leadership.
• Strong experience with Agile delivery practices, including Scrum or Kanban, backlog management, user story development, acceptance criteria, sprint planning, dependency management, demos, UAT, and release readiness.
• Ability to lead complex requirements discussions, synthesize ambiguous business needs, resolve competing priorities, and drive alignment across stakeholders.
• Ability to explain investment, data, AI, and technology concepts clearly to both technical and non-technical audiences.
• Working knowledge of AI, generative AI, automation, analytics, or intelligent workflow concepts, with the ability to help identify practical use cases and responsible adoption opportunities.
• Strong analytical skills with the ability to evaluate workflows, data quality, business rules, system behavior, and user impacts.
• Experience using Agile collaboration and documentation tools such as Jira, Confluence, Azure DevOps, or similar platforms preferred.
• SQL, data analysis, investment data, market data, or reporting experience preferred.

Nice To Haves

• Experience supporting Equity, investment management, asset management, capital markets, wealth management, or other front-office financial services technology environments.

Responsibilities

• Serve as a lead business analyst for Investments Technology initiatives supporting Equity investment teams, including research, portfolio management, trading, analytics, and related investment workflows.
• Partner closely with portfolio managers, analysts, traders, product owners, engineers, architects, data teams, and technology leaders to understand business objectives and translate them into actionable technology outcomes.
• Lead discovery, requirements elicitation, process analysis, data analysis, and solution definition for complex Equity technology initiatives.
• Translate investment workflows and business needs into epics, features, user stories, acceptance criteria, business rules, process flows, and functional specifications.
• Drive Agile delivery practices, including backlog refinement, sprint planning, prioritization, dependency management, sprint reviews, UAT coordination, release readiness, and post-implementation support.
• Ensure work is prioritized by business value, risk, urgency, stakeholder impact, and alignment with Investments Technology strategy.
• Identify opportunities to apply AI, automation, data-driven insights, and workflow improvements to enhance Equity research, investment analysis, operational efficiency, and decision support.
• Collaborate with AI, data, engineering, and product teams to help define responsible AI use cases, user workflows, validation needs, controls, and adoption considerations.
• Analyze current-state processes and systems to identify gaps, pain points, data quality issues, and opportunities for simplification, standardization, and reuse.
• Communicate priorities, progress, risks, decisions, and tradeoffs clearly to business stakeholders, technology teams, and leadership.
• Act as a trusted advisor across the Equity business domain, helping connect investment strategy with technology strategy.
• Mentor less experienced analysts and help strengthen business analysis, Agile delivery, and product ownership practices across the team.
• Other duties as assigned.

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed