What are the responsibilities and job description for the Technical Business Analyst position at The Value Maximizer?
Job Title: Technical Business Analyst - Wealth Management
Location:Employment Type: Full-time
Role Overview
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.
Key Responsibilities
Location:Employment Type: Full-time
Role Overview
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.
Key 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
- 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
- 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