Technical Business Analyst – Investments Data Platform

Job Title: Technical Business Analyst – Investments Data Platform Location - Holmdel, NJ - 3 days onsite Job Summary We are seeking a highly analytical and detail-oriented Technical Business Analyst (TBA) to support our Investments Data Platform initiatives. This role partners closely with Product Manager/Product Owner, and business stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions. The ideal candidate will have hands-on experience working with investment data (holdings, trades, securities, ratings, cash flows) and will play a key role in driving data integration, automation, and reporting capabilities across the platform. Key Responsibilities Investment Data Requirements & Analysis • Collaborate with Product Manager/Product Owner, portfolio teams, risk, and operations stakeholders to gather and document business requirements • Translate investment workflows into functional specifications, data mappings, and system requirements • Analyze datasets such as holdings, trades, issuer/security master, pricing, and ratings data to support solution design • Understand upstream/downstream dependencies across data pipelines and reporting systems Data Analysis & Data Quality • Perform detailed data profiling, reconciliation, and validation across multiple systems (e.g., source files, data platforms, reporting tools) • Identify and resolve data quality issues, breaks, and inconsistencies • Define and document business rules, transformations, and validation checks • Support data lineage and traceability across ingestion to consumption layers - Jira, Agile Delivery & Backlog Management - Requirement Refinement & Cross-Team Collaboration - Testing & UAT (User Acceptance Testing) Required Qualifications • Bachelor’s degree in Finance, Computer Science, Information Systems, or related field • 5+ years of experience as a Technical Business Analyst in investment, asset management, or financial services domain • Strong understanding of investment data concepts (e.g., securities, trades, portfolios, asset classes, ratings) • Hands-on experience with Jira (features, epics, user stories, backlog management) • Strong data analysis skills using SQL, Excel, or similar tools • Experience working in Agile/Scrum delivery environments Preferred Qualifications • Experience with investment data platforms, data lakes, or warehouse architectures • Familiarity with tools such as Neoxam data hub,Databricks, Python, or cloud data platforms (Azure/AWS) • Experience with data ingestion frameworks, ETL/ELT pipelines, and API integrations • Knowledge of private placements, fixed income, or insurance investment portfolios • Exposure to enterprise platforms Key Skills • Strong analytical and data problem-solving skills • Deep understanding of data flows, transformations, and integrations • Excellent stakeholder management and communication • Ability to translate complex business problems into scalable data solutions • High attention to detail with focus on data accuracy and completeness Success Metrics • High-quality data-driven user stories with clear acceptance criteria • Reduced data defects and reconciliation breaks • Timely delivery of investment data features and platform enhancements • Improved data quality, lineage visibility, and operational efficiency • Strong stakeholder satisfaction across business, product, and engineering teams