Intermediate Business Systems Analyst -Wealth Technology | Hybrid

Intermediate Business Systems Analyst (Investment Management)

Talent To Hire is seeking an Intermediate BSA within the Investment Management/ Wealth Management sector. This is an exciting opportunity to work at the intersection of business, technology, and investment operations, supporting critical applications, data integrations, and business transformation initiatives.

• Gather, analyze, and document business and system requirements
• Partner with business stakeholders, developers, and vendors to deliver solutions
• Support portfolio management, trading, performance reporting, and back-office systems
• Manage system integrations, data feeds, and vendor relationships
• Investigate production issues and drive resolution of business-critical challenges
• Create user stories, maintain JIRA backlogs, and participate in Agile delivery
• Support UAT, system upgrades, enhancements, and process improvement initiatives
• Translate complex technical concepts into business-friendly solutions

• 5-7 years of Business Systems Analysis experience
• Experience with in Investment Management, Asset Management, Wealth Management, or Brokerage environments
• Strong understanding of portfolio management, portfolio accounting, trading, performance reporting, and investment operations
• Experience gathering business requirements and delivering technology solutions
• Strong SQL and data analysis skills
• Experience with Agile methodologies and JIRA
• Excellent communication, stakeholder management, and problem-solving skills
• Snowflake experience (big plus)
• AWS or cloud platform exposure
• Experience with portfolio accounting, performance attribution, or investment operations platforms