Demo

Technical Business Analyst

Qode
Plano, TX Full Time
POSTED ON 3/20/2025
AVAILABLE BEFORE 5/4/2025
Client: Investment /Wealth Management Company
Role: Technical Business Analyst
Compensation: $110K - $140K
Locations: Plano, TX - Camas, WA - Tampa, FL - On Site first 90-days then 1 day a week

Scope:
As a Technical Business Analyst, you will be reporting to the PMG Technology Production Support Team Lead to provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will be responsible for understanding the business requirements, identifying process improvements, and designing and implementing solutions. You will have a unique opportunity to contribute to our product development.

Education:
  • Bachelor's degree or equivalent combination of education and experience required
Experience:
  • 5 years of experience working as a Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team specifically on a trading platform
  • MUST have hands-on experience in a trading platforms either Charles River Development or Bloomberg or another like trading platform
  • Working knowledge of Portfolio trading and investment management concepts (Positions, Trades, Securities)
  • They must have technical experience in modifying and creating SQL queries to pull data
  • They must be able to work with API’s and FTP calls in a Microsoft environment.
  • Ability to analyze various situations and develop creative solutions
Responsibilities:
  • Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected
  • Monitor production platforms for start of day readiness and general system health
  • Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
  • Provide operational and incident support for your assigned applications and modules
  • Perform root cause analysis on production incidents and propose solutions to prevent recurrence
  • Define user stories and acceptance criteria based on business requirements
  • Define business, functional and technical systems requirements accompanied with solution detail, diagrams
  • Participate in the software development lifecycle
  • Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination
  • Provide business recommendations based on critical analysis
  • Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates
Benefits:
  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year

Salary : $110,000 - $140,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Technical Business Analyst?

Sign up to receive alerts about other jobs on the Technical Business Analyst career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$80,838 - $103,226
Income Estimation: 
$98,772 - $126,519
Income Estimation: 
$113,567 - $162,206
Income Estimation: 
$80,838 - $103,226
Income Estimation: 
$98,772 - $126,519
Income Estimation: 
$113,567 - $162,206
Income Estimation: 
$79,521 - $98,503
Income Estimation: 
$101,242 - $124,726
Income Estimation: 
$107,442 - $160,602
Income Estimation: 
$110,400 - $142,096
Income Estimation: 
$118,913 - $150,937
Income Estimation: 
$101,242 - $124,726
Income Estimation: 
$125,329 - $152,916
Income Estimation: 
$129,291 - $167,349
Income Estimation: 
$133,136 - $171,866
Income Estimation: 
$138,790 - $181,781
Income Estimation: 
$98,772 - $126,519
Income Estimation: 
$124,737 - $157,493
Income Estimation: 
$132,928 - $192,066
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Qode

Qode
Hired Organization Address Dogwood, KY Full Time
Brandenburg, Kentucky, United States Electrical Maintenance Technician Job Description : MUST HAVE- Experience troublesh...

Not the job you're looking for? Here are some other Technical Business Analyst jobs in the Plano, TX area that may be a better fit.

Business Intelligence/Business Analyst

Bravo Technical Resources, Dallas, TX

AI Assistant is available now!

Feel free to start your new journey!