Technical Business Analyst - job 2 of 2

As a Technical Business Analyst at our firm, you'll take on key responsibilities such as collaborating with Portfolio Management teams, monitoring production platforms, providing operational support for critical applications, and performing root cause analysis on production incidents. You'll also define user stories and business requirements while focusing on process improvements, which are essential for enhancing our operational efficiency.

To qualify for the Technical Business Analyst position in our investment firm, candidates need at least a Bachelor's degree or equivalent experience. We require a minimum of 5 years of experience in a Business Analyst role, particularly within Wealth or Investment Management Technology. Additionally, proficiency in SQL and a solid understanding of investment portfolio management concepts are crucial for success in this role.

Having hands-on experience in Investment Portfolio management platforms, such as Portfolio Accounting and Reporting, is highly advantageous for a Technical Business Analyst at our company. A solid working knowledge of market securities, trades, and positions, along with technical experience in creating and modifying SQL queries, greatly enhances your suitability for this role.

In the role of Technical Business Analyst, you will significantly contribute to our product development initiatives. By analyzing business needs, identifying process automation opportunities, and collaborating with various teams to implement solutions, you'll ensure our products align with market needs and enhance operational efficiency.

As a Technical Business Analyst in our organization, you'll enjoy a competitive benefits package that includes 100% paid medical, dental, and vision premiums for you and your qualifying dependents, a 50% 401(k) match, generous PTO, and family support programs. This ensures you have a healthy work-life balance while being well-compensated for your skills.

In discussing your experience with investment portfolio management systems, focus on specific platforms you've worked with, detailing your role and contributions. Mention how you’ve used your analytical skills to improve processes or solve issues within these systems.

When asked about defining user stories, outline your process for gathering requirements from stakeholders, ensuring that you understand their needs. Also, emphasize the importance of clarity and communication in your user stories to facilitate effective development.

For process improvement, discuss your approach to analyzing current workflows, identifying inefficiencies, and proposing data-driven solutions. Highlight any specific automation or restructuring initiatives you've successfully implemented.

To ensure accurate incident response, describe your method for monitoring production platforms, documenting incidents, and conducting thorough root cause analyses. Sharing specific examples of successful resolutions will enhance your answer.

In a collaborative environment, communication is key. Discuss how you facilitate dialogue between different teams, whether through regular meetings, updates, or collaborative tools, to maintain alignment on project goals and expectations.

When explaining your experience with SQL, provide examples of how you've used it to pull data for analysis or reporting. Mention specific queries you've created and how they contributed to meet business needs or resolve issues.

Share specific instances where your data analysis led to actionable insights or influenced decisions. Explain the data sources you used and how you presented these insights to stakeholders for effective decision-making.

Staying updated in this fast-paced field is crucial. Talk about resources you rely on, such as industry publications, webinars, online courses, or professional networks, to keep abreast of trends and innovations in investment management technology.

Offer an example of a challenging project, detailing the specific obstacles you faced and your approach to overcoming them. Highlight your analytical skills and teamwork in developing effective solutions to achieve project goals.

Mention specific project management tools or methodologies (like Agile or Scrum) that you are familiar with, and discuss how you have used them in real projects to enhance productivity and maintain clear visibility into project progress.