Role Summary
We are seeking an experienced Alpha Product Business Analyst to partner with Business and Technology teams across investment technology initiatives.
The role combines IDC product development, business analysis, automation solution delivery, and functional support. The successful candidate will translate investment operations needs into scalable, reusable data validation and reconciliation capabilities, support delivery through the SDLC, and provide hands-on analysis across client onboarding, Middle Office reconciliation, and conversion events as needed.
Key Responsibilities
- Lead requirements gathering and translate business needs into functional requirements, user stories, process flows, and acceptance criteria.
- Identify and assess automation opportunities, translating business needs into prioritized IDC enhancements that expand control coverage, reduce manual intervention, and promote reuse across clients and workflows.
- Define and document reconciliation and data validation requirements, including source mappings, matching keys, tolerances, exception conditions, and expected results, in partnership with Business and Technology teams.
- Perform cross-system analysis to identify data discrepancies, reconciliation breaks, dependencies, and functional issues.
- Support the full SDLC, including functional design, test scenario development, UAT coordination, defect triage, implementation readiness, and post-release validation, covering both expected processing and exception scenarios.
- Create and maintain business requirements, project and functional documentation, test cases, procedures, and knowledge-sharing materials using Confluence, SharePoint, or equivalent tools.
- Support adoption of new IDC capabilities through user walkthroughs, practical guidance, and operational handover to relevant support teams.
- Provide functional/application support, perform root-cause analysis, and coordinate issue resolution across Business and Technology teams.
- Support client conversion events as needed, providing IDC functional support, data validation and reconciliation analysis, issue triage, and coordination with Conversion, Business, and Technology teams during preparation, execution, and post-conversion follow-up.
- Track requirements, defects, milestones, risks, dependencies, and action items using Jira or similar project-tracking tools.
- Communicate priorities, risks, issues, and delivery status to stakeholders while driving assigned initiatives through completion.
Skills & Experience
- Strong experience (6 + years) in Product Analysis, Business Analysis, Investment Operations, Financial Services Technology, Reconciliation, or Application Support.
- Knowledge of Middle Office, IBOR, and investment operations workflows.
- Experience with reconciliation processes including match