Tech Business Analyst
About The Position
The Technical Business Analyst sits within our front office technology team and partners closely with Portfolio Managers, Research Analysts, Sales & Distribution, Marketing, and other investment professionals to design and deliver innovative data, analytics, and AI-driven solutions. Our team is building the next generation of investment technology by leveraging Microsoft Fabric, Power BI, Power Automate, AI, and modern cloud technologies. You will play a key role in understanding business processes, analyzing enterprise data, identifying opportunities for automation, and helping deliver intelligent solutions that improve decision-making and productivity. The ideal candidate is naturally curious, enjoys solving complex business problems through data, and wants to help shape the future of AI-enabled investment technology.
Requirements
- Bachelor’s degree in business, Information Systems, Computer Science, Data Analytics, or a related field.
- 2–5 years of experience as a Data Analyst, Technical Business Analyst, Business Intelligence Analyst, or similar role.
- Strong SQL skills with experience analyzing and validating enterprise data.
- Hands-on experience developing dashboards and data visualizations using Power BI.
- Experience building business process automations using Power Automate.
- Experience gathering business requirements and translating them into technical specifications and user stories.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Excellent written and verbal communication skills with the ability to work effectively with both technical and business stakeholders.
- Experience working within Agile software development teams.
- Experience using or implementing AI-enabled business solutions, including Generative AI, Microsoft Copilot, intelligent document processing, workflow automation, conversational AI, or similar technologies.
Nice To Haves
- Experience with Microsoft Fabric, Power Platform, Azure, or modern cloud analytics platforms.
- Experience supporting investment management, financial services, or capital markets.
- Experience with Power Apps and Power Platform solution development.
- Experience with Jira, Confluence, and Agile delivery methodologies.
- Knowledge of relational databases including Oracle and SQL Server.
- Experience with ESG, financial market, investment, or reference data.
- Programming or scripting experience using Python, PowerShell, or similar technologies.
- Passion for applying AI and modern analytics to improve business processes and user experiences.
Responsibilities
- Partner directly with business stakeholders to understand business processes, challenges, and strategic objectives.
- Gather, analyze, document, and validate business and functional requirements.
- Analyze enterprise data using SQL, Power BI, Microsoft Fabric, and other analytical tools to identify trends, insights, and business opportunities.
- Design dashboards, reports, and self-service analytics solutions using Power BI.
- Design and implement business workflow automation using Power Automate and related Microsoft Power Platform technologies.
- Identify opportunities to leverage Artificial Intelligence to improve business processes, automate workflows, enhance reporting, and deliver intelligent user experiences.
- Work closely with software developers throughout solution design, development, testing, and deployment.
- Create user stories, process flows, functional specifications, and acceptance criteria.
- Validate data quality and ensure solutions meet business requirements.
- Support Agile development activities, including backlog refinement, sprint planning, user acceptance testing, and production support.
Benefits
- premier medical benefits
- paid time off
- a retirement profit sharing plan
- wellness reimbursement
- fully paid parental leave
- family planning support
- paid membership to concierge primary care
- supplemental mental wellness benefit provides annual allotment of fully paid therapy sessions and unlimited coaching
- additional health and wellness benefits
- life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
