Job Description
Title: Lead Business Analyst (W2 Only)
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Duration: 6+ Months Contract to hire
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Client Location: Saint Petersburg, FL
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Description:
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Lead Business Analyst with 10+ years of experience in Financial Services, with strong expertise in Wealth Management / Asset Management.
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Strong Wealth Management domain expertise with the ability to act as a Subject Matter Expert (SME) across portfolio management, investment research, trading, and wealth solutions.
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Hands-on experience with Portfolio Management, Portfolio Rebalancing, Advisory/AMS, Discretionary & Non-Discretionary investment offerings.
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Strong knowledge of investment products including Equities, Fixed Income, Mutual Funds, SMA, UMA, and related trading workflows.
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Combination of Functional + Technical Business Analysis skills, partnering closely with Product, UI/UX, Developers, DevOps, QA, and business stakeholders.
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Strong experience in requirements gathering, BRD/FRD, user stories, acceptance criteria, process flows, wireframes, data mapping, and functional documentation.
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Hands-on SQL and data analysis experience, including querying databases to research data, troubleshoot issues, and support business decisions; JSON/API/Postman knowledge is a plus.
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Strong Agile/Scrum experience, including backlog management, story prioritization, Sprint Planning, Daily Scrum, Reviews, Retrospectives, UAT, and implementation support.
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Excellent communication, stakeholder management, and problem-solving skills, with the ability to translate business needs into clear technical requirements and drive cross-functional collaboration.