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Business Analyst - Investments

Connect Tech+TalentAustin, TX🇺🇸United StatesPosted 20 Jul 2026

Why This Role Stands Out

This hybrid Business Analyst role offers a fantastic opportunity to drive process improvements within the investment sector, working with cutting-edge technology and diverse project scopes. You'll thrive here if you possess strong analytical skills, a proactive approach to problem-solving, and a desire to contribute to impactful projects in a collaborative environment. Embrace this chance to enhance your expertise and make a significant contribution!

Quick Overview

Work Type
Hybrid
Level
Mid Senior

Job 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.

Skills

Scrum
Agile
Business Analysis
PMP
Procurement
Risk Assessment

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