omni inclusiveSan Antonio, TX
Lead Business Analyst
Lead Business Analyst
Lead Business Analyst
omni inclusiveSan Antonio, TX
today
Financial and Investment AnalystsBusiness Intelligence AnalystsBusiness Operations Specialists, All Other
Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceInvestment Banking and Securities Intermediation
Apply for this role →Investment Business Analyst The Business Analyst in the Investments domain will act as a key liaison between business stakeholders and technical teams, ensuring that investment strategies, financial models, and operational workflows are effectively analyzed, documented, and optimized. The role involves gathering and analyzing business requirements, identifying gaps, recommending solutions, and enabling the delivery of financial products and services that align with organizational objectives. Collaborate with portfolio managers, investment analysts and other stakeholders to understand business goals and challenges. Elicit, document, and validate business requirements, ensuring they align with the organization's investment strategy. Define user stories, workflows, and acceptance criteria for new solutions or enhancements. Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms. Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing) Analyze financial and investment data to support business decisions Act as a bridge between technical teams and business units, ensuring clear communication and alignment. Deliver presentations and updates to senior management and stakeholders on project progress and key findings
Also on the board Same function, level within a rung
Level
Lead
Location
San Antonio, TX
Occupation
Financial and Investment Analysts
Industry
Miscellaneous Financial Investment Activities
Posted
today