Senior Technical Business Analyst – Investment Technology

Software Guidance & Assistance, Inc. (SGA) is searching for a Senior Technical Business Analyst – Investment Technology for a Direct Hire opportunity with one of our premier investment management clients in Atlanta, GA. This is a hybrid role requiring onsite presence 4 days per week.

This Senior Technical Business Analyst will support one of the firm's fastest-growing technology organizations focused on Custom Separately Managed Accounts (SMA). The team delivers technology across the entire investment lifecycle—from client onboarding and portfolio management through trading, compliance, operations, and settlement—and partners closely with Portfolio Managers, Traders, Investment Operations, and Engineering teams to deliver scalable cloud-native investment technology solutions.

The ideal candidate is an experienced Technical Business Analyst with a strong background in Investment Management, excellent stakeholder management skills, solid SQL and data analysis capabilities, and the ability to work effectively with software engineers, solution architects, and cloud-based technologies. This role is primarily Business Analysis focused with enough technical depth to understand application architecture, APIs, databases, and cloud-based solutions without serving as a software developer.

Responsibilities

• Partner with Portfolio Managers, Traders, Investment Operations, and Technology teams to gather, analyze, and document business and technical requirements.
• Serve as the primary liaison between investment business stakeholders and software engineering teams.
• Translate business needs into functional specifications, user stories, acceptance criteria, process flows, and development-ready requirements.
• Facilitate requirements workshops, solution discussions, backlog refinement, and stakeholder meetings.
• Perform SQL-based data analysis to validate business requirements, investigate issues, and support development efforts.
• Work closely with software engineers to understand application behavior, APIs, cloud-based solutions, and technical implementation approaches.
• Support solution design discussions by helping bridge business requirements with technical architecture.
• Analyze investment workflows and identify opportunities to improve automation, scalability, and operational efficiency.
• Support technology initiatives spanning client onboarding, portfolio management, trading, compliance, operations, and settlement.
• Participate throughout the Agile software development lifecycle including planning, testing, user acceptance testing, implementation, and production support.
• Assist with data mapping, integration requirements, and validation activities across multiple investment platforms.
• Communicate complex technical concepts to business stakeholders and business requirements to development teams.
• Build strong relationships with business users while providing a high level of customer service and support.

Required Skills

• 5+ years of experience as a Technical Business Analyst, Business Systems Analyst, or Business Analyst supporting enterprise technology initiatives.
• Strong experience gathering, documenting, and managing business and technical requirements in Agile environments.
• Strong SQL skills with experience querying relational databases for data analysis and validation.
• Experience supporting software engineering teams and working closely with developers throughout the SDLC.
• Working knowledge of APIs, system integrations, and modern application architectures.
• Familiarity with AWS or other cloud platforms such as Azure or GCP.
• Ability to understand application code and technical solution discussions without serving as a software developer.
• Investment Management, Asset Management, Wealth Management, or Capital Markets technology experience.
• Experience supporting trading systems, portfolio management systems, investment operations, or related financial technology platforms.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent communication and stakeholder management skills with the ability to work effectively across business and technology organizations.
• Self-starter capable of managing multiple priorities within a fast-paced Agile environment.

Preferred Skills

• Experience supporting Separately Managed Accounts (SMA) platforms.
• Experience with investment platforms such as Advent APX, Perform, Salesforce, Charles River, Eze, or similar investment technologies.
• Experience supporting cloud-native application development initiatives.
• Exposure to Python or the ability to understand and review Python code.
• Experience with REST APIs and enterprise integrations.
• Familiarity with Snowflake or modern cloud-based data platforms.
• Experience with User Acceptance Testing (UAT), data validation, and production support.