The Technical Business Analyst sits within our front office technology team and partners closely
with Portfolio Managers, Research Analysts, Sales & Distribution, Marketing, and other investment
professionals to design and deliver innovative data, analytics, and AI-driven solutions. Our team is
building the next generation of investment technology by leveraging Microsoft Fabric, Power BI, Power
Automate, AI, and modern cloud technologies. You will play a key role in understanding business
processes, analyzing enterprise data, identifying opportunities for automation, and helping deliver
intelligent solutions that improve decision-making and productivity. The ideal candidate is naturally
curious, enjoys solving complex business problems through data, and wants to help shape the future
of AI-enabled investment technology.Your responsibilities will include, but are not limited to the following:
• Partner directly with business stakeholders to understand business processes, challenges,
and strategic objectives.
• Gather, analyze, document, and validate business and functional requirements.
• Analyze enterprise data using SQL, Power BI, Microsoft Fabric, and other analytical tools to
identify trends, insights, and business opportunities.
• Design dashboards, reports, and self-service analytics solutions using Power BI.
• Design and implement business workflow automation using Power Automate and related
Microsoft Power Platform technologies.
• Identify opportunities to leverage Artificial Intelligence to improve business processes,
automate workflows, enhance reporting, and deliver intelligent user experiences.
• Work closely with software developers throughout solution design, development, testing, and
deployment.
• Create user stories, process flows, functional specifications, and acceptance criteria.
• Validate data quality and ensure solutions meet business requirements.
• Support Agile development activities, including backlog refinement, sprint planning, user
acceptance testing, and production support.
Your required skills must include:
• Bachelor’s degree in business, Information Systems, Computer Science, Data Analytics, or a
related field.
• 2–5 years of experience as a Data Analyst, Technical Business Analyst, Business Intelligence
Analyst, or similar role.
• Strong SQL skills with experience analyzing and validating enterprise data.
• Hands-on experience developing dashboards and data visualizations using Power BI.
• Experience building business process automations using Power Automate.
• Experience gathering business requirements and translating them into technical specifications
and user stories.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Excellent written and verbal communication skills with the ability to work effectively with both
technical and business stakeholders.
• Experience working within Agile software development teams.
• Experience using or implementing AI-enabled business solutions, including Generative AI,
Microsoft Copilot, intelligent document processing, workflow automation, conversational AI, or
similar technologies.
Preferred Qualifications
• Experience with Microsoft Fabric, Power Platform, Azure, or modern cloud analytics platforms.
• Experience supporting investment management, financial services, or capital markets.
• Experience with Power Apps and Power Platform solution development.
• Experience with Jira, Confluence, and Agile delivery methodologies.
• Knowledge of relational databases including Oracle and SQL Server.
• Experience with ESG, financial market, investment, or reference data.
• Programming or scripting experience using Python, PowerShell, or similar technologies.
• Passion for applying AI and modern analytics to improve business processes and end user experenice.
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