Technical Business Analyst

Qode • Columbia, SC

23h

About The Position

We are seeking a Technical Business Analyst with strong experience in Wealth Management to bridge the gap between business needs and technology solutions. The ideal candidate will have a deep understanding of financial products, investment platforms, and regulatory requirements, combined with technical proficiency in system analysis and integration.

Requirements

• Total 10+ years of experience 5+ years of experience as a Business Analyst in financial services, preferably Wealth Management.
• Strong understanding of Wealth Management products: mutual funds, equities, bonds, retirement planning, and advisory services.
• Technical proficiency in SQL, data analysis, and system integration.
• Experience with Wealth Management platforms (e.g., Temenos, Avaloq, FIS, or similar).
• Familiarity with Agile/Scrum methodologies.
• Excellent communication and stakeholder management skills.

Nice To Haves

• Knowledge of financial regulations (MiFID, FINRA, etc.).
• Experience with API integrations and data migration projects.
• Certification in Business Analysis (CBAP) or Agile (CSPO) is a plus.

Responsibilities

• Gather, analyze, and document business requirements for Wealth Management systems and processes.
• Collaborate with stakeholders, product owners, and development teams to translate business needs into technical specifications.
• Perform gap analysis and propose solutions to enhance system functionality and user experience.
• Support system design, data mapping, and integration between Wealth Management platforms and other enterprise systems.
• Conduct functional testing, UAT coordination, and ensure quality delivery of technology solutions.
• Prepare detailed documentation including BRDs, functional specifications, and process flows.
• Act as a subject matter expert for Wealth Management products such as portfolio management, advisory services, and investment platforms.
• Ensure compliance with regulatory standards and internal policies.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees