Technical Analyst (Financial Services)

We are seeking a Technical Analyst with strong financial services expertise to help bridge business needs and technology solutions within investment management. This role offers the opportunity to support fixed income and portfolio management initiatives, work with advanced AI tools, and partner with cross-functional teams to improve processes and deliver impactful solutions.
Responsibilities

• Gather, document, and refine business requirements from investment, trading, and operations stakeholders
• Translate complex investment workflows into clear functional and technical specifications
• Facilitate workshops, interviews, and solution design discussions with business and technology teams
• Create process flows, user stories, use cases, and supporting documentation for solution delivery
• Support testing activities, including UAT planning, execution, and issue resolution
• Partner with portfolio managers, traders, analysts, and engineers to identify process improvements and technology opportunities
• Assist with data analysis, API requirements, integrations, and application testing
• Use AI tools to improve documentation, requirements gathering, solution design, and prototyping efforts
• Evaluate AI-generated outputs and help refine prompts for improved accuracy and effectiveness
• Contribute to proof-of-concepts, automation initiatives, and emerging agentic AI use cases

Skills

• 5+ years of business analysis or technical analysis experience in financial services
• Working knowledge of investment management processes and front-office workflows
• Experience with fixed income products, including bonds, credit products, and interest rate instruments
• Understanding of derivatives and how they are used within investment portfolios
• Familiarity with performance measurement, attribution, risk analytics, and portfolio construction
• Strong requirements gathering, documentation, and stakeholder communication skills
• Ability to translate business needs into practical technology solutions
• Basic SQL skills and familiarity with relational database concepts
• Experience working with APIs, system integrations, and development teams
• Hands-on experience using AI tools such as ChatGPT, Copilot, Claude, Snowflake Cortex, or AI agents
• Strong prompt engineering skills and the ability to assess and improve AI-generated outputs
• Must be authorized to work in the U.S. without sponsorship

Preferred Skills

• Background supporting asset management, wealth management, or institutional investment firms
• Experience working directly with portfolio managers, traders, and investment analysts
• Familiarity with portfolio accounting, trading systems, investment analytics, or risk platforms
• Experience with cloud-based data and analytics environments
• Consulting experience in enterprise financial services organizations
• Exposure to AI-enabled workflow improvements, automation, or solution prototyping

Horizontal is committed to building a diverse, equitable, and inclusive workplace where people of all backgrounds, perspectives, and experiences are valued and respected. We encourage qualified candidates to apply and welcome applicants who can bring fresh ideas, collaboration, and a growth mindset to the team.
By applying for this position, you acknowledge and agree that Horizontal Talent may contact you regarding your application using automated technology, including phone calls, SMS/text messages, or email, which may be delivered by our virtual AI recruiter, Alex.
Please apply through this online posting or by visiting our Job Board at Applications will be accepted for 4 weeks. For those that join the team, we offer competitive compensation and benefits including medical, dental, vision, and retirement. Check out all we have to offer and how you can become part of the Horizontal Talent Team. The pay range for this role is $33 - $67 per hour based on qualifications and experience.