Technical Business Analyst

Technical Business Analyst

My name is Bill Stevens, and I have a new six month plus contract to hire Technical Business Analyst opportunity available for a major firm located in Holmdel, New Jersey that could be of interest to you, please review my specification below and I am available at any time to speak with you so please feel free to call me. The work week schedule will be hybrid, three days a week in the firms Holmdel, New Jersey office and two days remote.

The ideal candidate should also possess a green card or be of citizenship. No Visa entanglements and no H1-B holding company submittals.

This position pays $70.00 per hour on a w-2 hourly basis or $77.00 per hour on a Corp basis. The Corp rate is for independent contractors only and not third-party firms. No Visa entanglements and no H1-B holding companies.

The firm is seeking a highly analytical and detail-oriented Technical Business Analyst (TBA) to support the firms Investments Data Platform initiatives. This role partners closely with Product Manager/Product Owner, and business stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions.

The ideal candidate will have hands-on experience working with investment data (holdings, trades, securities, ratings, cash flows) and will play a key role in driving data integration, automation, and reporting capabilities across the platform.

Responsibilities:

Investment Data Requirements & Analysis:
Collaborate with Product Manager/Product Owner, portfolio teams, risk, and operations stakeholders to gather and document business requirements
Translate investment workflows into functional specifications, data mappings, and system requirements
Analyze datasets such as holdings, trades, issuer/security master, pricing, and ratings data to support solution design
Understand upstream/downstream dependencies across data pipelines and reporting systems

Data Analysis & Data Quality:
Perform detailed data profiling, reconciliation, and validation across multiple systems (e.g., source files, data platforms, reporting tools)
Identify and resolve data quality issues, breaks, and inconsistencies
Define and document business rules, transformations, and validation checks
Support data lineage and traceability across ingestion to consumption layers

Jira, Agile Delivery & Backlog Management:
Create and manage Jira features, epics, and user stories aligned to investment data initiatives
Break down requirements into granular, testable stories with clear acceptance criteria
Participate in backlog refinement, planning, and prioritization with Product and Engineering teams
Ensure traceability between business requirements, technical design, and delivery artifacts

Requirement Refinement & Cross-Team

Collaboration:

Continuously refine requirements through iteration, stakeholder feedback, and technical feasibility discussions
Collaborate with data engineers, platform teams, and architects to ensure alignment with system design
Work closely with QA teams to define test scenarios and ensure requirements are correctly implemented
Act as a bridge between business and technical teams, ensuring shared understanding

Testing & UAT (User Acceptance Testing):
Define and execute UAT test cases aligned with investment workflows and data outputs
Validate end-to-end flows (e.g., data ingestion, transformation and reporting)
Coordinate with business users to ensure functional completeness and accuracy
Log and track defects, and support resolution through to closure

Delivery & Stakeholder Communication:
Provide regular updates on feature progress, risks, and dependencies
Support release validation and production rollout activities
Ensure delivered solutions meet business expectations and data accuracy standards
Contribute to continuous improvement of data platform processes and automation

Required Qualifications:

Bachelor's degree in Finance, Computer Science, Information Systems, or related field
5+ years of experience as a Technical Business Analyst in investment, asset management, or financial services domain
Strong understanding of investment data concepts (e.g., securities, trades, portfolios, asset classes, ratings)
Hands-on experience with Jira (features, epics, user stories, backlog management)
Strong data analysis skills using SQL, Excel, or similar tools
Experience working in Agile/Scrum delivery environments

Preferred Qualifications:

Experience with investment data platforms, data lakes, or warehouse architectures
Familiarity with tools such as Neoxam data hub,Databricks, Python, or cloud data platforms (Azure/AWS)

Experience with data ingestion frameworks, ETL/ELT pipelines, and API integrations
Knowledge of private placements, fixed income, or insurance investment portfolios
Exposure to enterprise platforms

The interview process will include an initial phone or virtual interview screening.

Please let me know your interest in this position, availability to interview and start for this position along with a copy of your recent…