Senior Technical Business & Data Analyst

As part of the IT Wealth Management Product Management and Technology Utilization team, the Senior Technical Business & Data Analyst partners with Product Managers, business leaders, and cross-functional delivery teams to translate business objectives into clear business, functional, and data requirements. The role combines wealth management expertise with business analysis and data literacy to support technology solutions, reporting, analytics, and operational initiatives.

The analyst evaluates current-state processes and data, supports data migration and transformation efforts, and communicates findings and recommendations to business and technology stakeholders. Strong wealth management knowledge, analytical judgment, and collaboration are central to the role. Hands-on technical skills are preferred, not required; the analyst partners with technical specialists on implementation.

Responsibilities:

• Lead discovery, requirements gathering, documentation, and validation; define business, functional, and data requirements for financial and organizational data, reporting, analytics, and operational use cases.

• Gather and interpret information from stakeholder interviews, data sources, and process reviews; analyze financial and operational data to identify trends, gaps, and opportunities and recommend actions.

• Support data migration and transformation by reviewing legacy and current-state data, documenting business definitions and source-to-target requirements, identifying data quality issues, and partnering with technical teams on mapping, validation, and resolution.

• Serve as a liaison between business operations, Product Management, and application development; explain technical concepts to business audiences and communicate business needs, insights, and requirements to delivery teams.

• Partner with team members on project planning, schedules, reports, documentation, and execution. May lead small to medium projects and provide direction to team members.

• Collaborate with User Experience and Design resources to translate requirements into prototypes.

• Apply risk management, issue tracking, and change management principles; collaborate with stakeholders to resolve issues affecting business outcomes and data readiness.

• Support testing activities and validate test cases to confirm that business functions, data requirements, and expected outcomes are evaluated.

• Performs other duties and responsibilities as assigned.

Experience & Background:

• Three (3) to five (5) years of experience in a Business Analyst or Data Analyst role is preferred, or an equivalent combination of education, training, and experience is preferred.

• Experience supporting legacy data analysis, data migration, or data transformation projects is strongly preferred.

• Broader financial services experience is highly desired.

Knowledge, Skills, and Abilities:

Knowledge of:

• Business analysis, requirements gathering and validation, risk management, issue tracking, and change management.

• The Software Development Lifecycle (SDLC) and collaboration with peers and IT partners across delivery phases.

• Waterfall, Agile, and Hybrid software development methodologies.

• Financial services and wealth management products, processes, and data, including relevant industry standards and practices.

Skill in:

• Working with business and IT stakeholders at various levels to understand objectives and translate needs into clear, actionable requirements.

• Business and data analysis, requirements documentation and interpretation and validation of complex financial and organizational data.

• Analytical thinking and problem-solving, with attention to detail, quality, and sound business judgment.

• Clear written and verbal communication, including explaining complex information to business and technical audiences.

• Microsoft Office tools, including Excel, PowerPoint, Word, and Visio; familiarity with Access is preferred.

• SQL and database querying to extract, validate, and reconcile data.

• Source-to-target data mapping, transformation and validation rules, data quality assessment, and cleansing.

• AWS data lake and analytics technologies, including Amazon S3, Redshift, and Spark; familiarity with Kafka-based streaming on AWS.

• Reporting, analytics, and data visualization tools such as Qlik, SSRS, or Tableau.

• System analysis of legacy and modern data structures, relationships, and dependencies to support migration readiness.

Ability to:

• Assume ownership and responsibility, act as a key liaison between Product Management, application development and business operations.

• Apply deep knowledge of wealth management and financial data to strategic product initiatives; maintain awareness of industry trends, regulatory changes, and emerging technologies across banking, investments, and wealth management.

• Develop and use collaborative relationships to facilitate the accomplishment of work goals.

• Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships.

• Evaluate current-state processes and data needs, identify inconsistencies, and collaborate with technical specialists to support data readiness and migration.

• Work collaboratively across teams and manage multiple priorities while maintaining attention to detail and quality.

Licenses/Certifications:

• None required.