What are the responsibilities and job description for the Lead Business Analyst position at Pennycoder.com?
Client USAA
Work Location : San Antonio, TX
No. of Positions : 01
Job Title / Role : Lead Business Analyst
Experience level : 10 Years
Mandatory required skills :
The Business Analyst in the Investments domain will act as a key liaison between business stakeholders and technical teams, ensuring that investment strategies, financial models, and operational workflows are effectively analyzed, documented, and optimized. The role involves gathering and analyzing business requirements, identifying gaps, recommending solutions, and enabling the delivery of financial products and services that align with organizational objectives
Preferred / Desired skills :
Recent experience with BNY / Pershing platform
Detailed Job Description :
Collaborate with portfolio managers, investment analysts and other stakeholders to understand business goals and challenges.
Elicit, document, and validate business requirements, ensuring they align with the organization's investment strategy.
Define user stories, workflows, and acceptance criteria for new solutions or enhancements.
Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms.
Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing)
Analyze financial and investment data to support business decisions
Act as a bridge between technical teams and business units, ensuring clear communication and alignment.
Deliver presentations and updates to senior management and stakeholders on project progress and key findings
