Business Analyst

About the Role

We are seeking an experienced Technical / Functional Business Analyst to bridge the gap between business operations and technology within our Back Office Operations & Global Business Finance team.

The ideal candidate will work closely with Controllers, Finance, Operations, Product Owners, and Engineering teams to analyze business processes, gather requirements, and deliver scalable enterprise solutions. This role requires strong expertise in back-office finance operations, reconciliation processes, operational controls, and stakeholder management.

Candidates must have experience in the Banking or Financial Services domain, preferably within Wealth Management or Asset Management organizations.

This position begins as a consulting engagement with the opportunity to convert to a full-time role.

Key Responsibilities

Business Analysis & Requirement Gathering

• Partner with Controllers, Finance, Operations, and Technology teams to understand business processes, operational challenges, and control requirements.
• Conduct stakeholder interviews, workshops, and requirement gathering sessions.
• Analyze existing business workflows and identify opportunities for process improvement.
• Translate business requirements into:
• Business Process Flows
• Functional Specifications
• User Stories
• Acceptance Criteria
• Data Requirements
• Maintain end-to-end traceability between business requirements, technical implementation, and delivered functionality.

Back Office & Finance Operations

Work on enterprise platforms supporting:

• Cash Reconciliation
• Position Reconciliation
• Financial Operations
• Trade Operations
• Operational Controls
• Exception Management
• Approval Workflows
• Accounting Operations

Product & Technology Collaboration

• Work closely with Product Owners and Engineering teams to clarify business requirements and prioritize development work.
• Discuss and understand:
• APIs
• Data Flows
• System Integrations
• Basic Database Concepts
• Support User Acceptance Testing (UAT), test planning, business validation, and issue resolution.

Process Improvement

• Document current and future-state business processes.
• Identify operational risks, process gaps, and efficiency improvements.
• Recommend scalable solutions that strengthen financial controls and operational efficiency.

AI Productivity

• Utilize AI tools such as ChatGPT, Microsoft Copilot, Gemini, and similar technologies to improve:
• Documentation
• Business Analysis
• Research
• Summarization
• Productivity
• Validate AI-generated outputs for business accuracy and compliance.

Required Qualifications

• Bachelor's degree in Computer Science, Information Systems, Finance, Business Administration, or a related field.
• 5+ years of experience as a:

Business Analyst

Functional Business Analyst

Technical Business Analyst

• Mandatory experience in Banking or Financial Services, with preference for Wealth Management or Asset Management organizations.
• Strong exposure to Back Office Operations, Controllers, or Finance Operations.
• Experience with one or more of the following:

Cash Reconciliation

Position Reconciliation

Trade Operations

Financial Controls

Accounting Operations

Operations Support Functions

Strong experience in:

• Requirements Gathering
• Process Mapping
• Stakeholder Management
• Business Documentation
• Ability to work effectively with engineering teams and understand:
• APIs
• Data Flows
• System Integrations
• Database Concepts
• Excellent analytical, problem-solving, written, and verbal communication skills.
• Ability to balance business priorities with technical constraints.

Preferred Qualifications

Experience supporting:

• Controllers
• Treasury
• Finance
• Accounting
• Operations teams
• Experience implementing or enhancing enterprise back-office systems.
• Basic SQL knowledge for reporting and data analysis.
• Familiarity with Agile/Scrum delivery methodologies.

Experience with:

• Workflow Automation Platforms
• BPM Tools
• Event-Driven Architectures
• Experience working with ERP or enterprise financial platforms.

Understanding of:

• Audit
• Governance
• Compliance
• Operational Risk Management
• Hands-on experience using AI productivity tools in day-to-day business analysis activities.