Job Description
Role: Business Consultant - Technical Business Analyst
Location: Westlake, Texas/ Durham, North Carolina (Hybrid)
Type: Contract
Role Summary:
- We are seeking an experienced Product / Systems Analyst Technical Business Analyst with strong domain expertise in Investment Banking and Capital Markets.
- The ideal candidate will work closely with Front Office, Product Owners, business stakeholders, and technology teams to understand investment workflows and translate business requirements into clear functional and technical specifications.
- The role will focus on investment workflows, requirements analysis, backlog definition, acceptance criteria, system documentation, and pilot feedback, serving as a key bridge between business and technology teams.
Day to Day Job Duties:
- Partner with Investment Banking/Capital Markets stakeholders to understand business processes, investment workflows, and technology requirements.
- Gather, analyze, and document business, functional, and system requirements.
- Translate business requirements into user stories, functional specifications, system requirements, and acceptance criteria.
- Work with Product Owners to define, prioritize, and maintain the product backlog.
- Facilitate discovery sessions, requirement workshops, backlog refinement, and solution discussions.
- Analyze existing investment workflows and identify process and system improvement opportunities.
- Perform gap analysis, impact analysis, data-flow analysis, and system dependency assessments.
- Collaborate with architects, developers, QA, and integration teams to clarify functional and technical requirements.
- Analyze APIs, interfaces, data flows, and upstream/downstream system dependencies.
- Define acceptance criteria and support functional, integration, and end-to-end testing.
- Support UAT and pilot implementations, collect user feedback, and translate findings into backlog enhancements.
- Validate delivered functionality against business requirements and acceptance criteria.
- Prepare process flows, system documentation, functional specifications, data mappings, and operating procedures.
- Track requirements, defects, dependencies, risks, and change requests through delivery.
- Participate in Agile ceremonies including Sprint Planning, Backlog Refinement, Sprint Reviews, and Retrospectives.
Basic Qualifications:
- 6+ years of experience as a Business Analyst, Technical Business Analyst, Product Analyst, or Systems Analyst.
- 4+ years of experience within Investment Banking, Capital Markets, or Investment Management technology.
- 4+ years of experience in requirements analysis, user stories, backlog management, functional specifications, and acceptance criteria.
- 3+ years of experience analyzing APIs, system integrations, data flows, and upstream/downstream application dependencies.
Nice to Have:
- Strong understanding of trade lifecycle and Front-to-Back investment workflows.
- Experience with asset classes such as Equities, Fixed Income, FX, Derivatives, or Securities.
- Exposure to Front Office, Middle Office, Risk, Operations, Settlement, or Regulatory Reporting systems.
- Experience with Order Management Systems (OMS), Execution Management Systems (EMS), or investment platforms.
- Knowledge of FIX, market/reference data, trade booking, confirmation, clearing, and settlement processes.
- Hands-on SQL experience for data analysis and validation.
- Experience working with REST APIs and system integration specifications.
- Experience supporting pilot programs, production rollouts, and post-implementation feedback.
- Experience working with globally distributed business and technology teams.
- Strong stakeholder management, analytical, documentation, communication, and problem-solving skills
Job Tags
Contract work