Business Analyst – Financial Services / Investments

About

We’re looking for a Business Analyst with strong experience in financial services, ideally within a broker/dealer environment (SEC / FINRA exposure is a big plus). This role is focused on data, business intelligence, and translating business needs into actionable solutions.

What You’ll Be Doing

• Work across the full SDLC – from requirements gathering through implementation and support
• Partner with stakeholders to identify pain points, inefficiencies, and improvement opportunities
• Lead stakeholder interviews and workshops; document current and future state processes
• Translate high-level business needs into functional specifications and user stories
• Act as the liaison between business and technical teams
• Analyze systems and data to ensure accuracy, integrity, and usability
• Create documentation including process flows, data mappings, and technical requirements
• Develop source-to-target mappings for reporting and downstream data consumption
• Validate requirements against system standards and best practices
• Support delivery by defining scope, identifying risks, and managing dependencies
• Communicate progress, insights, and outcomes to stakeholders and leadership
• Assist with implementation, training, and post-go-live support

What You Bring

• 6+ years of experience as a Business Analyst / BSA / Data Analyst
• Strong experience with requirements gathering, analysis, and documentation
• Experience working with cross-functional teams and stakeholders
• Ability to translate business needs into technical requirements and reporting solutions
• Strong analytical, problem-solving, and critical thinking skills
• Detail-oriented with the ability to manage priorities and meet deadlines
• Bachelor’s degree in Business, Information Systems, or related field

Nice to Have

• Experience in financial services / investments
• Familiarity with broker-dealer environments (SEC / FINRA)
• Exposure to data-focused BA work (data validation, mappings, reporting)
• Strong communication skills across technical and non-technical teams

Core Skill Set

• Requirements Gathering / Analysis / Documentation
• Stakeholder Interviews & Workshop Facilitation
• Business & Systems Analysis
• Data Validation & Reporting
• Process Flows & Gap Analysis
• User Stories & Functional Specs
• Source-to-Target Mapping
• Risk / Dependency / Trade-off Analysis
• Communication & Cross-Team Collaboration