Sr. Technical BA | Investment MGT | Trading Lifecycle | Relo to Atlanta

Institutional & Retail Investment Management Full Trading Lifecycle

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.

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