Sr. Technical Business Analyst | Investment Management | Trading Lifecycle
Job in
Atlanta, Fulton County, Georgia, 30301, USA
Listed on 2026-06-27
Listing for:
Living Talent
Full Time
position Listed on 2026-06-27
Job specializations:
-
IT/Tech
Business Systems/ Tech Analyst, Data Analyst, IT Business Analyst
Job Description & How to Apply Below
Sr. Technical Business Analyst → Institutional & Retail Investment Management
New Digital Tooling for Portfolio Managers
Portfolio Construction & Rebalancing → Trade Execution & Reporting
Front – Middle – Back Office
- Atlanta, GA (Midtown)
- 4 Days Onsite — Relocation Available
- Flextime + Unlimited PTO
- $165,000 – $180,000
Sit at the intersection of investment ops and platform development — supporting a wealth management platform across the full trading lifecycle, from portfolio construction and rebalancing through execution and reporting.
This is not an order-taking role. You're the bridge between business and engineering — confident enough to push back when requirements aren't ready, sharp enough to know when to work around process and when to hold the line on it. How you communicate and build trust matters as much as your technical chops.
What You'll Do- Serve as the primary bridge between Portfolio Managers, Financial Advisors, and engineering teams — translating complex business needs into well-defined, actionable requirements
- Own the requirements process end-to-end: discovery, documentation, user stories, acceptance criteria, and sign-off
- Drive testing and validation through implementation, ensuring what gets built matches what was agreed
- Strengthen and improve Agile processes where they add value — and exercise judgment on when pragmatism takes precedence
- Push back on ambiguity early, build stakeholder relationships that make that pushback productive, and keep delivery moving
- 5+ years as a Technical BA, Functional Analyst, or Solutions Analyst in financial services or capital markets
- End-to-end trading lifecycle fluency: construction, optimization, trade modeling, rebalancing
- Experience across upstream/downstream systems: OMS, Analytics, Accounting, Reporting
- Knowledge of SMAs and trading lifecycle across fixed income and equities — strong plus
- The ability to deliver well-defined requirements — not just gather them
- Strong SQL; cloud fluency in AWS (Lambda, S3, microservices, CI/CD)
- Agile/Jira — and the experience to know when process serves the work and when it doesn't
- A communicator and collaborator who earns credibility with both business and tech stakeholders
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