Technical Business Analyst

Qode
New York, NY

We are looking for a Technical Business Analyst with strong Wealth Management experience to support delivery of complex financial technology initiatives. This role will work closely with product owners, engineering teams, and business stakeholders to drive Agile delivery while translating business requirements into clear, actionable technical solutions.

Title: Technical Business Analyst

Location: Fort Mill, SC/ NYC, NY

Duration: Fulltime with Incedo

Responsibilities

  • Facilitate Agile ceremonies including sprint planning, daily stand-ups, sprint reviews, and retrospectives
  • Remove impediments and manage dependencies across teams.
  • Partner with Product Owners to maintain healthy, well-groomed backlogs.
  • Gather, analyze, and document business and technical requirements for Wealth Management applications.
  • Translate business needs into user stories, functional specifications, and acceptance criteria.
  • Work closely with architects and developers to clarify system behavior, data flows, and integrations.
  • Support API, data, and system integration discussions.
  • Assist QA teams with test case review and validation of delivered functionality.
  • Manage requirement traceability through the full delivery lifecycle.

Required Skills & Experience

  • Strong experience as a Scrum Master and/or Technical Business Analyst.
  • Proven background in Wealth Management or Asset Management.
  • Hands-on experience working in Agile / Scrum environments.
  • Solid understanding of financial products such as portfolios, mutual funds, equities, fixed income, and advisory platforms.
  • Experience with user story creation, backlog grooming, and sprint execution.
  • Strong communication skills with both technical and non-technical stakeholders.
  • Experience with tools such as JIRA, Confluence, Azure DevOps, or similar.
Posted 2026-01-15

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