SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Role Description We are seeking a highly motivated Technical Business Analyst / Delivery Manager with strong experience in data analysis, SQL, and financial services (banking & trading products). This individual will act as a key liaison between the business, QA, and Databricks development teams to ensure successful and timely delivery of data solutions within our enterprise data warehouse ecosystem.
This role requires someone who can not only gather and translate requirements but also has the technical depth to engage in data profiling, validate transformation logic, support QA, and work closely with project managers to ensure timely delivery.
Role is located in Charlotte, North Caroline with a Hybrid presence in office.
Role Objectives - Gather and document business requirements from stakeholders and translate them into clear and actionable technical specifications.
- Conduct data analysis and data profiling using SQL to validate business logic and transformation rules.
- Collaborate closely with Databricks developers to ensure accurate implementation of transformation logic and data pipelines.
- Review technical design with developers and facilitate QA walkthroughs to finalize test strategies, test plans, and test cases.
- Provide support for production issues, working with development and support teams to ensure timely resolution.
- Coordinate closely with project managers to define delivery milestones, track progress, and ensure on-time delivery.
- Bridge communication gaps between business users, technical teams, and QA.
- Understand and analyze banking and trading product data (e.g., positions, trades, PnL, market data).
- Ensure proper documentation and handoff to operations and support teams post-deployment.
Qualifications and Skills - Bachelor's degree in Computer Science, Finance, Information Systems, or related field.
- 7 + years of experience as a Business Analyst or Delivery Manager in a data-centric environment.
- Strong hands-on SQL skills for data analysis, validation, and transformation logic verification.
- Solid understanding of banking and trading products, especially in capital markets.
- Experience in data warehousing, ETL/ELT processes, and working with Databricks or similar big data platforms.
- Familiarity with Agile delivery methodology and SDLC.
- Proven experience in QA coordination, including test plan and test case development.
- Strong problem-solving and communication skills; able to explain complex data and logic clearly to both business and technical stakeholders.
- Experience in production support or managing UAT and post-release verification a strong plus.
Preferred Skills - Knowledge of cloud-based data platforms Azure and Databricks
- Familiarity with data governance, data quality, and data catalog tools.
- Understanding of trade lifecycle, reference data, and financial risk management.
SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at
Never miss an opportunity! Create an alert based on the job you applied for.
