Senior Business Analyst

We are seeking a Senior BSA to play a key role in the modernization of ClientLink, our portfolio management platform supporting portfolio accounting, performance, and downstream integrations. This role goes beyond traditional analysis. The successful candidate will: • Lead functional design and system analysis • AI-assisted analysis, requirements gathering, and specification/document generation • Define use cases, user stories, and functional specifications • Translate business domain needs into modern, scalable solution designs • Analyze data flows, system behavior, and production issues • Partner with engineering on solution design and debugging • Act as a bridge across business, data, and technology Key Responsibilities Functional Design & modernization • Lead the definition of target-state functional capabilities for ClientLink • Develop: o Functional specifications o Use cases and journeys o User stories with clear acceptance criteria • Translate legacy system behavior into: o Modern, modular, and scalable designs • Define: o Business rules o Data flows o System interactions • Identify gaps between: oCurrent-state (legacy ClientLink) oFuture-state (modernized architecture) Data & System Analysis • Analyze and validate end-to-end flows: oTransactions, positions, valuations, performance • Perform hands-on SQL analysis for: o Data analysis and reconciliation o Issue validation • Trace data across o Upstream systems (e.g. security master, transaction feeds) o ClientLink processing (batch/financial engines) o Downstream consumers (e.g. reporting, external applications) System Design & Integration • Define and document: o API contracts (payload vs file-based) o Batch and event-driven processing flows • Collaborate with architecture and engineering to: o Ensure designs are scalable and aligned to modernization goals • Identify: o Failure points o Edge cases o Data integrity Production Insight & Problem Solving • Provide design input informed by: o Production realities o Known system limitations • Support root cause analysis where needed to: o Validate design assumptions o Improve future-state architecture Business & Domain Alignment • Work closely with business stakeholders to: o Define functional requirements aligned to portfolio management workflows • Ensure outputs align with: o Financial expectations (valuations, positions, performance) o Reporting and operational needs What do you need to succeed? Core Technical Skills • Strong SQL and data analysis capability • Experience defining: o Functional specifications o Data mappings o System flows • Experience with: o APIs, batch processing, and system integrations o AI-assisted analysis, requirements gathering, and specification/document generation Functional Design Expertise • Proven ability to: o Translate business needs into structured functional designs o Create clear, consumable specifications for engineering • Experience working on: oModernization or transformation initiatives oLegacy-to-modern system transitions Domain Knowledge • Wealth management / capital markets experience •Understanding of: o Positions vs transactions o Valuation and performance concepts System Thinking • Ability to decompose complex systems • Comfortable working across multiple integrated systems

Lead the functional design and modernization of the ClientLink portfolio management platform by translating legacy behaviors into scalable solution designs. Act as a bridge between business and technology to define data flows, API contracts, and functional specifications.

Requires strong SQL skills and expertise in functional design for system modernization initiatives. Candidates must have domain knowledge in wealth management or capital markets, specifically regarding valuations and performance concepts.

• SQLPreferred
• Data analysisPreferred
• Requirements gatheringPreferred

Identified from the job description. Confirm important requirements above.

• SQL
• Functional Design
• Data Analysis
• API Design
• Requirements Gathering
• User Stories
• Use Case Development
• System Integration
• Wealth Management
• Capital Markets
• AI-Assisted Analysis
• Batch Processing
• Data Mapping
• Root Cause Analysis
• System Modernization
• Portfolio Management

• Finance & Accounting
• Technology
• Data & Analytics
• Consulting
• Software

Minimum experience

5+ years

Apply by

Sep 13, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available