

Soni
Technical Business Analyst
⭐ - Featured Role | Apply direct with Data Freelance Hub
Nothing Found.
🌎 - Country
United States
💱 - Currency
$ USD
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💰 - Day rate
Unknown
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🗓️ - Date
May 19, 2026
🕒 - Duration
More than 6 months
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🏝️ - Location
Remote
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📄 - Contract
Unknown
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🔒 - Security
Unknown
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📍 - Location detailed
Texas, United States
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🧠 - Skills detailed
#Data Analysis #Data Integration #Consulting #SQL (Structured Query Language) #Deployment #Python #Business Analysis #"ETL (Extract #Transform #Load)" #Agile #BI (Business Intelligence) #Documentation #Stories #UAT (User Acceptance Testing) #Security #Tableau #Scripting #Snowflake #Microsoft Power BI #Jira #API (Application Programming Interface)
Role description
Technical Business Analyst
Location: Remote
Duration: 12-Month Contract (Potential Contract-to-Hire)
Our client is seeking a Technical Business Analyst with experience supporting investment systems implementations and data integration initiatives within a financial services environment. This role will focus on investment operations workflows, transaction and security mapping, data validation, testing coordination, and platform integration support within a modern API-driven ecosystem.
Responsibilities
• Support implementation and integration activities for investment platforms and downstream applications
• Execute and coordinate UAT, reconciliation testing, and transaction validation efforts
• Perform security and transaction mapping analysis across multiple asset classes and workflows
• Run and troubleshoot Python-based testing scripts and data validation processes
• Analyze trade lifecycle workflows including fixed income, equities, derivatives, and post-trade operations
• Collaborate with portfolio management, operations, accounting, and technology teams to validate business requirements and controls
• Support API-based data integration and transformation initiatives
• Identify and resolve data discrepancies, operational gaps, and testing defects
• Create process documentation, workflow diagrams, user stories, and testing artifacts
• Partner with business and technical stakeholders throughout implementation and deployment phases
Requirements
• 5+ years of experience within investment management, asset management, or capital markets environments
• Strong understanding of trade lifecycle, investment operations, and post-trade workflows
• Experience supporting investment platforms such as OMS, accounting, IBOR/PBOR, or portfolio management systems
• Experience with UAT, reconciliation testing, transaction validation, and operational workflow analysis
• Strong SQL and data analysis skills
• Exposure to Python scripting, APIs, or data integration workflows preferred
• Experience working in Agile environments utilizing Jira and Confluence
• Excellent communication and stakeholder coordination skills
Preferred Experience
• Experience with investment accounting or portfolio management platforms
• Exposure to fixed income and derivatives operations
• Familiarity with Snowflake, Power BI, Tableau, or data warehousing/reporting tools
• Understanding of investment accounting, NAV, PBOR/IBOR, or performance measurement workflows
• Consulting or platform implementation background
Technical Business Analyst
Location: Remote
Duration: 12-Month Contract (Potential Contract-to-Hire)
Our client is seeking a Technical Business Analyst with experience supporting investment systems implementations and data integration initiatives within a financial services environment. This role will focus on investment operations workflows, transaction and security mapping, data validation, testing coordination, and platform integration support within a modern API-driven ecosystem.
Responsibilities
• Support implementation and integration activities for investment platforms and downstream applications
• Execute and coordinate UAT, reconciliation testing, and transaction validation efforts
• Perform security and transaction mapping analysis across multiple asset classes and workflows
• Run and troubleshoot Python-based testing scripts and data validation processes
• Analyze trade lifecycle workflows including fixed income, equities, derivatives, and post-trade operations
• Collaborate with portfolio management, operations, accounting, and technology teams to validate business requirements and controls
• Support API-based data integration and transformation initiatives
• Identify and resolve data discrepancies, operational gaps, and testing defects
• Create process documentation, workflow diagrams, user stories, and testing artifacts
• Partner with business and technical stakeholders throughout implementation and deployment phases
Requirements
• 5+ years of experience within investment management, asset management, or capital markets environments
• Strong understanding of trade lifecycle, investment operations, and post-trade workflows
• Experience supporting investment platforms such as OMS, accounting, IBOR/PBOR, or portfolio management systems
• Experience with UAT, reconciliation testing, transaction validation, and operational workflow analysis
• Strong SQL and data analysis skills
• Exposure to Python scripting, APIs, or data integration workflows preferred
• Experience working in Agile environments utilizing Jira and Confluence
• Excellent communication and stakeholder coordination skills
Preferred Experience
• Experience with investment accounting or portfolio management platforms
• Exposure to fixed income and derivatives operations
• Familiarity with Snowflake, Power BI, Tableau, or data warehousing/reporting tools
• Understanding of investment accounting, NAV, PBOR/IBOR, or performance measurement workflows
• Consulting or platform implementation background






