Hybrid Business Analyst Consultant – Capital Markets

Posted 2 months ago

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About the role

  • Business Analyst Consultant focused on Asset Management, bridging business and tech needs at Ippon Technologies. Leveraging expertise to deliver impactful solutions in fast-paced environments.

Responsibilities

  • Conduct client stakeholder interviews and workshops to elicit, document, and validate business requirements
  • Analyze current-state workflows, data flows, and system dependencies across portfolio management, trading, compliance, or reporting functions
  • Define future-state process maps and identify improvement opportunities
  • Translate requirements into epics, features, and user stories with clear acceptance criteria
  • Analyze data quality, identify gaps, and quantify business impact to inform prioritization
  • Partner with data and engineering teams to define data mapping, lineage, and transformation rules
  • Use SQL or query tools to validate data sets, confirm business rules, and troubleshoot data quality issues
  • Validate data transformations and business rules through hands-on testing and scenario analysis
  • Understand investment data models, reference data, and integration points between front, middle, and back-office systems and collaborate with engineers to translate business requirements into aggregable, reusable data models
  • Use SQL, DAX, and Python to explore, validate, and model data in support of reporting, analytics, and decision-making
  • Frame business problems, shape solution options, and prioritize initiatives based on business value
  • Serve as or support project leads and tech leads in defining scope, timelines, and delivery milestones
  • Connect business objectives with technical execution, ensuring data and engineering teams deliver solutions aligned to stakeholder needs
  • Support UAT, change management, and product/project go-live readiness
  • Build trusted advisor relationships with client business and technology stakeholders
  • Clearly communicate insights, findings, and recommendations to executive and technical audiences
  • Mentor team members by sharing knowledge of asset management concepts, workflows, and business drivers to strengthen their industry acumen and client impact

Requirements

  • 5+ years of Business Analyst or Product experience in Asset Management, Buy side, Investment Operations, etc.
  • 2+ years of experience in consulting or client-facing roles able to assess client needs, use cases, structure problems, communicate clearly, and deliver value with minimal direction
  • 2+ years of experience leading product planning and sprints for the engineering team to ensure on-time feature delivery
  • Strong understanding of asset classes (equities, fixed income, derivatives), order management systems (OMS), and performance or accounting data flows.
  • Ability to interpret complex financial instruments, data, and transactions.
  • Experience delivering solutions with data visualization tools (Power BI, Tableau)
  • Proficiency in reading or writing basic SQL to validate business rules, test data, or troubleshoot issues
  • Familiarity with data warehousing concepts, APIs, and integration workflows
  • Experience working in Agile delivery environments with tools such as Jira and Confluence
  • Exceptional written and verbal communication skills, with the ability to bridge business and technical domains

Benefits

  • Competitive salary – Great starting salaries for well qualified candidates
  • Generous Paid Time Off policy - Ippon offers flexible time off to help you be your best
  • Health, dental, and vision insurance – We are dedicated to helping our employees live healthier lives through comprehensive health programs
  • 401k with company match - Ippon offers an industry leading 401(k) matching plan
  • Family Leave - We support the importance of family and offer maternity, paternity and family medical leave plans
  • A fun, smart, and healthy work environment, focused on our values and teamwork

Job title

Business Analyst Consultant – Capital Markets

Job type

Experience level

Mid levelSenior

Salary

$100,000 - $160,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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