Technical Business Analyst

Job Description

The SMA Product Management team supports Private Wealth and US Retail in growing the Direct Indexing and Tax Managed Strategies platform. The Technical Business Analyst will work closely with the Investment Team and Portfolio Management Group in expanding infrastructure.

 

The ideal candidate will possess a strong understanding of both technical and business aspects, enabling them to bridge the gap between investment research and practical application within our portfolio management framework. This role requires a proactive individual with excellent analytical skills, a solid grasp of tax-related concepts, and the ability to communicate effectively with both technical and non-technical stakeholders.

 

Responsibilities:

• Collaborate with the Investment and Quant teams to provide business insights and implementation guidance for research projects.

• Analyze the impact of product solutions on portfolio management practices.

• Translate investment strategies into functional requirements for the development of a scalable solution for our portfolio management system.

• Work closely with the IT development and Portfolio Management Group to ensure that technical specifications align with business needs and product requirements.

• Conduct user acceptance testing (UAT) to validate that system enhancements meet business requirements and provide necessary functionalities.

• Develop and maintain documentation, including business requirements, process flows, and user guides, to support system implementation and user training.

• Provide ongoing support and training to end-users, ensuring they understand how to leverage the portfolio management system effectively in relation to the growing product and solutions.

Qualifications:

The ideal candidate will:

•  Bachelor’s degree in Finance, Business Administration, Information Technology, or a related field.

• 3-5 years of experience as a Business Analyst, preferably in the financial services or investment management industry.

• Knowledge of direct-indexing and tax-managed strategies and solutions.

• Experience in translating technical concepts into clear business requirements.

• Strong analytical and problem-solving skills, with a keen business sense and attention to detail.

Nashville, Tennessee