Business Analyst (JN -052019-3970)

Our client is a company that offers wealth advisory solutions, and right now they are looking for a Business Analyst to work with the Chief Product Officer developing product plans, gathering technical requirements, working through documentation, and helping our engineers successfully build new products for their award-winning investment management platform.

Qualifications / Requirements

  • Excellent communicator, both written and verbal.
  • Inquisitive individual.
  • A solid understanding of securities trading, investment management, portfolio accounting, and/or financial markets.
  • Critical thinking skills and experience applying those skills to real-world problems.
  • Ability to multitask and deliver on a tight schedule.
  • Ability to work with all departments.
  • Demonstrable experience creating and developing documentation
  • Detail oriented
  • Dedicated problem solver
  • College degree


  • Advanced degrees are a plus
  • Experience with Agile project management practices
  • Experience with UML and workflow diagrams
  • Experience with the full SDLC
  • Experience with SQL and/or other data related tools


  • Developing documentation, business cases, and technical requirements for products and features for both internal and external users.
  • Serving as a subject matter expert for engineering and project management teams.
  • Assisting developers with testing and QA and ensuring requirements are met.
  • Working with clients and internal stakeholders to investigate issues.
  • Analyzing technical specifications of third-party vendors and technology partners.
  • Assisting engineering leads with feasibility analysis and implementation plans.
  • Working within the product team to develop product roadmaps.
  • Assisting project managers with planning, developing deliverables, and resource management.
  • Developing a thorough understanding of technical specifications of various third-party technology solutions.
  • Providing finance with cost forecasting and analysis collateral and assisting in the budgeting process