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Business Analyst - Investments
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for a Business Analyst - Investments in Austin, Texas (Hybrid, 6 months). Key skills include business analysis, investment management, and SDLC. Requires 4 years of relevant experience and certifications such as MBA or PMP.
🌎 - Country
United States
💱 - Currency
$ USD
-
💰 - Day rate
Unknown
-
🗓️ - Date
July 20, 2026
🕒 - Duration
More than 6 months
-
🏝️ - Location
Hybrid
-
📄 - Contract
Unknown
-
🔒 - Security
Unknown
-
📍 - Location detailed
Austin, TX
-
🧠 - Skills detailed
#Documentation #Business Analysis #Data Modeling #Data Quality #Scrum #Azure DevOps #Database Design #Azure #UAT (User Acceptance Testing) #Security #MIS Systems (Management Information Systems) #DevOps #Deployment #Data Migration #Regression #"ETL (Extract #Transform #Load)" #Data Management #Monitoring #Consulting #Agile #Databases #Project Management #Migration
Role description
Title: Business Analyst - Investments
Location: Austin, Texas (Hybrid-3 days/week in Austin)
Duration: 6 Months Contract
Functional Responsibilities:
• Identify opportunities for improving business processes to be more efficient or effective and assist in the business case vetting and preparation of proposals for information management efforts.
• Coordinate the analysis of program policies and procedures to determine their effect on automated systems and system functional areas.
• Focus on business value to develop ideas, including awareness of industry trends, risk assessments, business continuity, and business capability requirements.
• Coordinate and/or analyze user requirements, procedures, and problems to automate or improve existing systems; and coordinate and/or analyze computer system capabilities, workflow, and scheduling limitations.
• Coordinate the service request life cycle through customer-related service request responses, business requirements coordination, technical specifications and related artifacts review, and monitors system integration and user acceptance testing prior to implementation.
• Coordinate with outside vendors and contractors to complete projects and service requests; and defines, may assign, and evaluate their work.
• Identify potential project risks and difficulties, and designs strategies to mitigate or avoid them.
• Review complex project deliverables such as design documentation, test plans, and risk assessment plans, and provides comments and suggestions to document owners.
• Leads and coordinates process change requests and manage a project’s scope, acceptance, installation, and deployment.
• Correlate business value and priorities to planning activities and goal-setting.
• Develops training curriculum and conduct formal system training.
• Leads and coordinates processes change requests; and manages a project’s scope, acceptance, installation, and deployment.
• Performs other duties as assigned.
Minimum Requirements:
• Graduation from an accredited four-year college or university with major course work in management information systems or business administration.
• 4 years’ Experience planning, eliciting, analyzing, and managing business requirements and monitoring throughout the software development life cycle (SDLC) including regression testing. Validate requirements with Front office / Middle Office / Regulatory stakeholders.
• 4 years’ Experience leading simple and complex business process reengineering and transformation efforts that deliver efficiency improvements in quality and customer experience.
• 4 years’ Experience performing a business relationship manager (liaison) role between functional and technical teams.
• 4 years’ Experience leading project teams and/or operational and strategic organizational efforts that involved managing changes and stakeholder relationships, tracking and communicating performance, ensuring resource availability and allocation, coordinating third parties/vendors and delegating tasks.
• 4 years’ Considerable knowledge of public and private markets, investment concepts, terminology Experience with investment transactions related to: credit & hedge funds, private equity, infrastructure, private real estate, public real estate, public equity.
• 4 years’ Work with Operations teams, Trading desks, Investment teams, Software vendors and internal development teams to continuously improve technology requirements.
• 4 years’ Analyzing and evaluating complex investment information, technology applications, policies, and issues; and developing creative and workable solutions to complex problems and issues.
• 4 years’ Develop and conduct curriculum and training sessions covering new and enhanced systems.
• 4 years’ Experience working in a scrum master role or in an agile scrum environment.
• 4 years’ Experience with projects addressing some of the following fields:
o data management, data quality, data warehousing, data modeling, data migration and integration
o secure file transfers
o enterprise system analysis
o enterprise architecture
o information security principles
• 4 years’ Experience with investments management systems implementations and enhancements:
o Eagle Investment Accounting.
o Bloomberg financial data and transfer.
Preferred Requirements:
• 4 years’ Experience in a wide range of business environments including business consulting.
• 4 years’ Experience with a variety of system implementations and enhancements supporting business areas related to: building operations, finance, benefits processing, procurement, contracts, legal, audit, human resources, vendor relations, project management, and communications.
• 4 years’ Experience with MS Azure DevOps for requirements management, and project implementation.
• 4 years’ Experience with project management software.
• 4 years’ Technical expertise and experience in business systems analysis, system configuration,
information security, and internal control frameworks.
• 4 years’ Technical expertise and experience with reporting databases, database design development, data modeling, mapping.
• 4 years’ Technical expertise and experience conducting enterprise business analysis such as
problem/opportunity analysis, business case and business architecture development, feasibility studies
and comprehensive risk assessments supporting value-based decision-making.
• 4 years’ Technical expertise and experience creating comprehensive system-level documentation, system implementation standards, and training materials for users with varied levels of technical understanding.
• Masters of Business of Administration (MBA), CCBA, CBAP, CSM, CSPO, PMI-PBA, PMP, ITIL, ICGB, or related.
Knowledge, Skills and Abilities:
• Ability to analyze and troubleshoot complex issues and propose solutions.
• Ability to analyze systems and procedures.
• Ability to write and revise standards and procedures.
• Ability to handle multiple projects.
• Ability to communicate effectively using excellent written and verbal communication skills.
• Ability to communicate at all management levels and to communicate with both technical and non-technical personnel.
• Ability to understand each division’s business processes and their dependencies.
• Knowledge of business analysis procedures, business process modeling and design, requirements and process modeling tools, and meeting facilitation.
• Ability to obtain and sustain the cooperation of others.
• Ability to provide excellent customer service.
• Ability to present a professional image and demeanor to internal and external contacts.
Title: Business Analyst - Investments
Location: Austin, Texas (Hybrid-3 days/week in Austin)
Duration: 6 Months Contract
Functional Responsibilities:
• Identify opportunities for improving business processes to be more efficient or effective and assist in the business case vetting and preparation of proposals for information management efforts.
• Coordinate the analysis of program policies and procedures to determine their effect on automated systems and system functional areas.
• Focus on business value to develop ideas, including awareness of industry trends, risk assessments, business continuity, and business capability requirements.
• Coordinate and/or analyze user requirements, procedures, and problems to automate or improve existing systems; and coordinate and/or analyze computer system capabilities, workflow, and scheduling limitations.
• Coordinate the service request life cycle through customer-related service request responses, business requirements coordination, technical specifications and related artifacts review, and monitors system integration and user acceptance testing prior to implementation.
• Coordinate with outside vendors and contractors to complete projects and service requests; and defines, may assign, and evaluate their work.
• Identify potential project risks and difficulties, and designs strategies to mitigate or avoid them.
• Review complex project deliverables such as design documentation, test plans, and risk assessment plans, and provides comments and suggestions to document owners.
• Leads and coordinates process change requests and manage a project’s scope, acceptance, installation, and deployment.
• Correlate business value and priorities to planning activities and goal-setting.
• Develops training curriculum and conduct formal system training.
• Leads and coordinates processes change requests; and manages a project’s scope, acceptance, installation, and deployment.
• Performs other duties as assigned.
Minimum Requirements:
• Graduation from an accredited four-year college or university with major course work in management information systems or business administration.
• 4 years’ Experience planning, eliciting, analyzing, and managing business requirements and monitoring throughout the software development life cycle (SDLC) including regression testing. Validate requirements with Front office / Middle Office / Regulatory stakeholders.
• 4 years’ Experience leading simple and complex business process reengineering and transformation efforts that deliver efficiency improvements in quality and customer experience.
• 4 years’ Experience performing a business relationship manager (liaison) role between functional and technical teams.
• 4 years’ Experience leading project teams and/or operational and strategic organizational efforts that involved managing changes and stakeholder relationships, tracking and communicating performance, ensuring resource availability and allocation, coordinating third parties/vendors and delegating tasks.
• 4 years’ Considerable knowledge of public and private markets, investment concepts, terminology Experience with investment transactions related to: credit & hedge funds, private equity, infrastructure, private real estate, public real estate, public equity.
• 4 years’ Work with Operations teams, Trading desks, Investment teams, Software vendors and internal development teams to continuously improve technology requirements.
• 4 years’ Analyzing and evaluating complex investment information, technology applications, policies, and issues; and developing creative and workable solutions to complex problems and issues.
• 4 years’ Develop and conduct curriculum and training sessions covering new and enhanced systems.
• 4 years’ Experience working in a scrum master role or in an agile scrum environment.
• 4 years’ Experience with projects addressing some of the following fields:
o data management, data quality, data warehousing, data modeling, data migration and integration
o secure file transfers
o enterprise system analysis
o enterprise architecture
o information security principles
• 4 years’ Experience with investments management systems implementations and enhancements:
o Eagle Investment Accounting.
o Bloomberg financial data and transfer.
Preferred Requirements:
• 4 years’ Experience in a wide range of business environments including business consulting.
• 4 years’ Experience with a variety of system implementations and enhancements supporting business areas related to: building operations, finance, benefits processing, procurement, contracts, legal, audit, human resources, vendor relations, project management, and communications.
• 4 years’ Experience with MS Azure DevOps for requirements management, and project implementation.
• 4 years’ Experience with project management software.
• 4 years’ Technical expertise and experience in business systems analysis, system configuration,
information security, and internal control frameworks.
• 4 years’ Technical expertise and experience with reporting databases, database design development, data modeling, mapping.
• 4 years’ Technical expertise and experience conducting enterprise business analysis such as
problem/opportunity analysis, business case and business architecture development, feasibility studies
and comprehensive risk assessments supporting value-based decision-making.
• 4 years’ Technical expertise and experience creating comprehensive system-level documentation, system implementation standards, and training materials for users with varied levels of technical understanding.
• Masters of Business of Administration (MBA), CCBA, CBAP, CSM, CSPO, PMI-PBA, PMP, ITIL, ICGB, or related.
Knowledge, Skills and Abilities:
• Ability to analyze and troubleshoot complex issues and propose solutions.
• Ability to analyze systems and procedures.
• Ability to write and revise standards and procedures.
• Ability to handle multiple projects.
• Ability to communicate effectively using excellent written and verbal communication skills.
• Ability to communicate at all management levels and to communicate with both technical and non-technical personnel.
• Ability to understand each division’s business processes and their dependencies.
• Knowledge of business analysis procedures, business process modeling and design, requirements and process modeling tools, and meeting facilitation.
• Ability to obtain and sustain the cooperation of others.
• Ability to provide excellent customer service.
• Ability to present a professional image and demeanor to internal and external contacts.






