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Technical Business Analyst

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: Accord Technologies Inc
Full Time position
Listed on 2026-02-08
Job specializations:
  • Business
    Data Analyst, Business Systems/ Tech Analyst
  • IT/Tech
    Data Analyst, Business Systems/ Tech Analyst
Job Description & How to Apply Below

Overview

Position Description - Technical Business Analyst

Location – Alpharetta, GA

Face to face interview required

Long term

Job Description

This position is for a Technical Business Analysis for the Investment Solutions Tech.

The charter of this team is to provide technical business analysis support for the WIST
-Investment Product and Capital Markets to help drive the requirements, execution of the technical design and strategy of the platform to meet the goals of the business and delivery/implementation.

Key Skills Requirements
  • Wealth Management/Investment Management background (Front Office, Middle Office, Back Office Activities) centered on Capital Markets & Trading
  • Must have experience working on large scale projects
  • In-depth knowledge of portfolio management specifically as it relates to investments product trading, order management system, execution processes for various asset class / products, including the booking models and regulatory compliance.
  • Wealth Management Back Office experience
  • Understanding and Exposure to Financial Data (specifically, Balances, Position, Activity, Performance, Asset Allocation, Projected Income, Gain and Loss)
  • Data analysis Experience - Must have proficiency with SQL, Microsoft Excel
  • Well defined and structured individual who can document, track and work on Functional, Technical and Data requirements seamlessly with minimum supervision Skills and Proficiency:
  • Process Discovery and understanding
  • Excellent communication skills, both verbal and written
  • Demonstrate up-to-date expertise in Information Systems
  • Stay current with customer needs and strategies; utilizing formal and informal written communication methods (for example, emails, newsletters, PowerPoint presentations, executive updates, task lists, updates) to communicate updates and findings; and facilitating project meetings and presentations to all types of diverse audiences (for example, senior management, Customers, technical staff)
  • Identify, create and facilitate process design changes by conducting business and systems process analysis and design at a complex level; focusing on quality improvement and data management; ensuring data is reliable and valid; developing process improvements or reengineering and recommending elimination; integrating new systems and processes with existing ones
  • Identify improvement opportunities (proactive and reactive)
  • Elicit and clearly document business and systems requirements
  • Assess business process and system inefficiencies
  • Demonstrate fluency in business processes and process differentiation
  • Create and maintain issue logs, meeting minutes, meeting schedules, project summaries and updates.
  • Support system conversions, upgrades, enhancements
  • Identifies opportunities for improving business processes through information systems
  • Plans, organizes and conduct walkthroughs with Business Units and Technical team for common understanding across teams of requirements and sign off
  • Liaison between Business Users and Technical team in analysis & design and with QA partners in verifying test outcomes
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