Sr. Technical Business Analyst

• Requirement Gathering:
  • Collaborate with product teams to gather and document detailed business requirements.
  • Conduct interviews, workshops, and surveys to understand the needs of marketing and distribution teams.
  • Translate business requirements into functional specifications for technology solutions.
• Data Analysis and Reporting:
  • Analyze complex data sets to identify trends, patterns, and insights that support business decisions.
  • Develop and maintain dashboards and reports for stakeholders to track key performance indicators (KPIs).
  • Provide data-driven recommendations to improve marketing and distribution strategies.
• Stakeholder Communication:
  • Serve as a liaison between the technology team and product teams in marketing and distribution.
  • Facilitate regular meetings to update stakeholders on project status, issues, and changes.
  • Ensure that all stakeholders have a clear understanding of project goals, timelines, and deliverables.
• Process Improvement:
  • Identify opportunities for process improvements and efficiencies within the marketing and distribution teams.
  • Develop and implement new processes and procedures to enhance operational effectiveness.
  • Conduct post-implementation reviews to measure the success of process changes.
• Technical Support:
  • Provide technical support and guidance to marketing and distribution teams.
  • Troubleshoot and resolve issues related to technology solutions.
  • Assist in the training of end-users on new systems and tools.
• Project Management:
  • Assist in the planning, execution, and monitoring of technology projects.
  • Coordinate with cross-functional teams to ensure timely delivery of project milestones.
  • Identify and mitigate project risks and issues.

Qualifications:

• Education:
  • Bachelor's degree in Business Administration, Finance, Information Technology, or a related field.
  • Master's degree or relevant certification (e.g., CBAP, PMP) is a plus.
• Experience:
  • 5+ years of experience as a Business Analyst, preferably in the financial services or asset management industry.
  • Experience working with marketing and distribution teams is highly desirable.
• Skills:
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in data analysis tools (e.g., Excel, SQL, Tableau).
  • Familiarity with project management methodologies and tools (e.g., Agile, JIRA).
  • Familiarity with Data Warehousing and Master Data Management.
  • Familiarity with CRM, marketing, and distribution tools (e.g., Salesforce, Pardot, Seismic, Cvent, On24, Google Analytics)
  • Understanding of technology solutions and their application in marketing and distribution.

Personal Attributes:

• Detail-oriented with a high degree of accuracy.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills.
• Adaptable and able to thrive in a fast-paced environment.