Technical Business Analyst jobs in United States
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The Value Maximizer ยท 5 days ago

Technical Business Analyst

positionSouth Carolina, United States
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date10+ years exp

The Value Maximizer is seeking a Technical Business Analyst with strong experience in Wealth Management to bridge the gap between business needs and technology solutions. The role involves gathering and analyzing business requirements, collaborating with stakeholders, and ensuring compliance with regulatory standards.

Information Technology & Services

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

Qualification

Wealth Management experienceSQL proficiencySystem integrationWealth Management platformsAgile/Scrum methodologiesStakeholder managementFinancial regulations knowledgeAPI integrationsData migration projectsBusiness Analysis certificationAgile certificationCommunication skills

Required

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

Preferred

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

Company

The Value Maximizer

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At The Value Maximizer, we empower businesses to unlock their full potential through cutting-edge AI-based platforms.
dateFounded in 2023
location
Ho Chi Minh, Ho Chi Minh, VN
people-size11-50 employees
web-link
https://thevaluemaximizer.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase