Technical Business Analyst - job 1 of 2

As a Technical Business Analyst at our Investment and Wealth Management Company, you will collaborate with various teams, including Portfolio Management and Security Operations, to ensure business requirements are met. Your key duties will involve monitoring production systems, providing operational support, performing root cause analysis of incidents, defining user stories, and identifying process improvements to streamline our investment operations.

To qualify for the Technical Business Analyst position at our Investment and Wealth Management Company, candidates should possess a Bachelor's degree along with a minimum of 5 years of experience in business analysis or product management within a wealth management technology setting. Familiarity with trading platforms such as Charles River Development or Bloomberg, strong SQL skills for data manipulation, and experience working with APIs are essential.

A Technical Business Analyst in the investment management field is expected to have strong analytical and problem-solving skills, technical proficiency with SQL, and experience with trading platforms. Additionally, effective communication and collaboration abilities are crucial, as you'll be working closely with various stakeholders to align technology solutions with business needs.

The Investment and Wealth Management Company offers an attractive benefits package for Technical Business Analysts, including 100% paid medical, dental, and vision premiums for you and your qualifying dependents, a robust 401(k) match, generous PTO, family support programs, and the flexibility to participate in a hybrid work-from-home program.

In the role of a Technical Business Analyst at the Investment and Wealth Management Company, you will play a vital role in identifying process inefficiencies and suggesting automation or restructuring solutions. By conducting thorough analyses and fostering communication between teams, you will recommend best practices to enhance operational efficiency and reduce error rates.

In answering this question, highlight specific projects where you utilized these platforms. Provide examples of how you handled data, managed trades, or supported users, showcasing your familiarity with the functionalities these platforms offer.

Discuss your systematic approach to root cause analysis, such as gathering data from error reports, collaborating with technical teams, and documenting findings. This demonstrates your analytical skills and attention to detail in ensuring system reliability.

Explain your strategy for managing time and priorities, mentioning tools you use (like project management software) and how you communicate with stakeholders about timelines and expectations. This reflects your organizational skills.

Detail your methods for engaging stakeholders, including interviews, surveys, and workshops. Emphasize the importance of clear, open dialogue to ensure that all requirements are accurately captured and understood.

Use the STAR method (Situation, Task, Action, Result) to articulate a specific process improvement you championed. Mention the positive impact it had on efficiency or quality, showcasing your ability to drive change.

Discuss your approach to collaboration within product teams to ensure that user stories are clear, actionable, and aligned with business goals. Stress the importance of testing and feedback cycles in validating acceptance criteria.

Highlight any relevant projects where you utilized APIs for data exchange or implemented FTP processes. Provide technical details to demonstrate your proficiency and understanding of these essential tools.

Talk about your conflict resolution skills, emphasizing the importance of empathy, active listening, and negotiation. Provide a specific example to illustrate your approach in bridging gaps between technical and business perspectives.

Explain your process for gathering and documenting different types of requirements. Include the methods you use to ensure that the entire development team understands the requirements and how you validate them through stakeholder feedback.

Share the resources, networks, or groups you engage with to keep your skills sharp and your knowledge updated. Highlight any certifications or training you're pursuing related to investment management or technology.