Technical Business Analyst – Investments Data Platform

Iris’s leading client is looking for Technical Business Analyst – Investments Data Platform to join their team at Holmdel, NJ OR New York.

Job Title: Technical Business Analyst – Investments Data Platform

Location: Hybrid (Wed & Thurs) in the Holmdel, NJ OR New York office.

Job Summary:

We are seeking a highly analytical and detail-oriented Technical Business Analyst (TBA) to support our 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.

Key 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

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

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

Thanks and Regards,

Ankit Grover

Sr. Executive - TA

Iris Software

200 Metroplex Drive, Suite #300, Edison, NJ 08817

Phone : 973-370-7012

www.irissoftware.com