Opening for Business Analyst with Capital Markets || Austin, TX -Hybrid || Full Time only

Austin, TX, US • Posted 3 hours ago • Updated 15 minutes ago
Full Time
75% Travel Required
On-site
Fitment

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Job Details

Skills

  • Business Analyst
  • Capital Markets
  • Banking or Finance

Summary

Job Title: Business Analyst with Capital Markets

Location: Austin, TX -Hybrid

Mode of Hire: Full Time

Job Description:

BA to drive modernization of advisor platforms and account opening/onboarding experiences within wealth management. Partners with business stakeholders, product owners, and engineering to define requirements and deliver digital transformation of advisor and client-facing workflows.

Key Responsibilities:

  • Gather, analyze, and document requirements for advisor platform and account opening modernization initiatives; translate into user stories, acceptance criteria, and process flows.
  • Analyze and redesign end-to-end account opening and onboarding workflows (new accounts, householding, account maintenance, money movement) to reduce friction and manual touchpoints.
  • Partner with advisors and operations teams to identify pain points in current platform tools and recommend digital/automation-driven improvements.
  • Support Agile delivery (backlog grooming, sprint ceremonies, demos) for platform modernization workstreams; validate delivered functionality against business intent.
  • Support UAT, define test scenarios, and coordinate defect triage for onboarding/platform releases.

Required Qualifications:

  • Bachelor's degree in business, Finance, IS, CS, or related field.
  • 5 10 years BA experience, incl. 3+ years in Wealth/Asset Management or Broker-Dealer, with direct exposure to advisor platforms or account opening systems.
  • Strong understanding of account opening/onboarding processes and advisor workflow tools.
  • Agile/Scrum experience; skilled in BRDs, FRDs, user stories, acceptance criteria, process flows, data mapping.

PSRTEK is a reputed technology recruitment and IT staffing brand with a global footprint and an admired client base. As an ideas and innovation powerhouse with a culture of excellence, we bring remarkable expertise and deliver powerfully transformative results.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 91098474
  • Position Id: 2026-2170
  • Posted 3 hours ago
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