Business Analyst

Description

We are looking for a Business Analyst to support portfolio optimization initiatives within a Financial Services environment in Plano, Texas. This role connects investment and operational needs with practical technology solutions that improve trading workflows, optimization capabilities, and system effectiveness. The position works closely with portfolio teams, technology partners, and business stakeholders to turn requirements into scalable outcomes that support performance and efficiency.

Responsibilities:
Work with portfolio management, technology teams, and business partners to evaluate current trading and optimization workflows and identify opportunities to improve efficiency and accuracy.
Convert business needs into clear functional requirements, detailed process flows, and supporting documentation for system enhancements and new capabilities.
Participate in solution delivery by supporting analysis, test planning, user acceptance activities, validation, and rollout coordination.
Review data outputs and application behavior to uncover issues, determine root causes, and recommend practical corrective actions.
Partner with development teams to ensure delivered solutions align with business objectives, operational expectations, and investment-related standards.
Contribute to the implementation of portfolio management and optimization tools that enable scalable and effective business processes.
Produce workflow documentation, reporting definitions, and user-facing guidance materials to support adoption and consistent execution.
Assist with automation efforts, continuous improvement work, and organizational change activities tied to business process enhancements.
Coordinate across Strategic Initiatives, Client Services, and Operations to support infrastructure improvements and tailored business solutions.
Monitor application performance for trading and optimization platforms, escalating and helping resolve issues as needed, including work within systems such as Axioma Direct and similar platforms.

Requirements

At least 2 years of experience in business analysis, systems analysis, or a comparable role supporting financial or enterprise applications.
Demonstrated ability to gather requirements, perform gap analysis, map business processes, and contribute across the software delivery lifecycle.
Hands-on experience with system testing, validation, and implementation support in a structured project environment.
Strong analytical and problem-solving skills, with the ability to interpret data and translate findings into actionable recommendations.
Effective communication skills with the ability to work comfortably with both technical teams and non-technical stakeholders.
Experience operating in cross-functional environments and managing multiple priorities across concurrent initiatives.
Familiarity with Agile Scrum practices and process improvement approaches.
Exposure to portfolio management, trading, or optimization platforms within financial services is preferred.

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