indeed
Technical Business Analyst
Velosys
Newport Beach, USA
Full-time
Senior
Onsite
USD 145000-161000 yearly
Discovered 2 weeks ago
Business analysisRequirements gatheringUser stories and acceptance criteriaAgile developmentInvestment productsFinancial markets
Role Overview
The Technical Business Analyst helps improve platform data, analytics, and user experience.
The role partners with Product, Engineering, data providers, and business teams to translate business needs into requirements and deliver features and integrations.
Key Skills for This Role
Business analysisRequirements gatheringUser stories and acceptance criteriaAgile developmentInvestment productsFinancial markets
Full Job Posting
Role overview
The Technical Business Analyst helps improve platform data, analytics, and user experience.
The role partners with Product, Engineering, data providers, and business teams to translate business needs into requirements and deliver features and integrations.
Responsibilities
- Gather and translate business needs into requirements, user stories, and acceptance criteria.
- Partner with Product and Engineering throughout the development lifecycle.
- Support Agile ceremonies, testing, UAT, releases, and stakeholder signoff.
- Identify workflow and user experience improvements and serve as a bridge between business users, Product, Engineering, and vendors.
- Gather feedback, monitor adoption, and recommend product enhancements.
Required qualifications
- Bachelor’s degree in Business, Finance, Economics, Information Systems, Computer Science, or a related field.
- 3–5 years of Business Analysis, Product Analysis, or similar experience in asset management, wealth management, or financial services.
- Strong understanding of investment products, financial markets, and asset management data.
- Experience with requirements gathering and Agile development.
- Strong analytical, problem-solving, and communication skills.
Preferred experience
- Experience with Morningstar, Bloomberg, FactSet, or similar data providers is a plus.
- Familiarity with AI, Generative AI, or knowledge management solutions is a plus.
- Experience with SQL, data analysis, or BI tools is a plus.
- Exposure to CRM, sales enablement, or client intelligence platforms is a plus.
Compensation
- Pay is $145,000–$161,000 per year.
Work location
- Work location is in person.
Benefits
- Benefits include 401(k) matching, dental, health, life, and vision insurance, flexible spending account, paid holidays, paid sick time, and paid time off.
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