CrawlJobs Logo

Business Analyst – Investments

tier4group.com Logo

Tier4 Group

Location Icon

Location:
United States , Springfield

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Job offer has expired

Job Description:

We’re seeking an experienced Business Analyst – Investments to support a 6–12 month strategic initiative within a fast‑paced financial services environment. This role is ideal for someone who thrives at the intersection of business, data, and technology, enjoys solving complex problems, and excels at translating stakeholder needs into actionable, well‑documented solutions. You’ll partner closely with business stakeholders and technical teams, influencing decisions and driving improvements across systems, processes, and data that support investment operations.

Job Responsibility:

  • Participate in all phases of solution delivery: requirements gathering, analysis, design, build, testing, implementation, and support
  • Conduct stakeholder interviews and facilitated workshops to uncover pain points, gaps, and improvement opportunities
  • Document current‑state and future‑state processes, performing gap analysis to recommend enhancements
  • Elicit, analyze, and decompose high‑level business and user needs into: Functional specifications
  • User stories
  • Business and technical process flows
  • Act as a bridge between business and technical teams, ensuring clarity, alignment, and shared understanding
  • Analyze and validate business systems and data for accuracy, integrity, and overall fitness for use
  • Develop and document: Business, functional, and technical requirements
  • Source‑to‑target mappings for data movement, reporting, and downstream consumption
  • Ensure requirements align with system guidelines, design standards, and application best practices
  • Support the creation of technical scopes of work and assist with overall project execution
  • Facilitate decision‑making conversations by documenting risks, dependencies, and trade‑offs
  • Communicate progress, findings, and outcomes to leadership and key stakeholders
  • Provide support and stakeholder training during solution rollouts
  • Collaborate effectively with teams across multiple geographies and time zones, managing competing priorities while meeting delivery deadlines

Requirements:

  • Bachelor’s degree in Business, Information Systems, or another analytical field
  • 6+ years of experience as a Business Analyst, Business Systems Analyst, or Data Analyst
  • Strong experience in: Requirements gathering, analysis, and documentation
  • Stakeholder interviews and workshop facilitation
  • Process documentation and gap analysis
  • Proven ability to translate stakeholder needs into clear functional specs, user stories, metrics, and reports
  • Solid mix of technical expertise and business acumen
  • Strong logical reasoning, problem‑solving, and analytical skills
  • Detail‑oriented, outcome‑focused mindset with excellent time and priority management
  • Ability to adhere to project schedules and delivery deadlines

Nice to have:

  • Experience within the financial services or investments domain
  • Understanding of regulatory and compliance considerations in financial environments
  • Exceptional written, verbal, and collaborative communication skills
  • Comfort communicating with both technical and non‑technical audiences

Additional Information:

Job Posted:
April 11, 2026

Work Type:
Hybrid work
Icon
Tier4 Group - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon
PREMIUM
More languages and countries
+ Unlock 2685 hidden job offers
Languages
English Čeština Deutsch Ελληνικά Español Français +15
Countries
United States United Kingdom India Canada Australia +
See plans
Plans from $2.99 / month

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Business Analyst – Investments

Investment Banking Business Analyst

The IT Business Lead Analyst is an intermediate-level position responsible for l...
Location
Location
Canada , Mississauga
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6+ years of experience in product companies as product owner/manager
  • experience delivering strategic change programs spanning multiple years in a fast-paced, financial product company
  • adept in agile practices and strong ability to develop, manage and continuously prioritise backlog
  • product knowledge of Margin & collateral, OTC Derivatives or payments flows or related domain is a plus
  • energetic, flexible, collaborative, and proactive
  • strong, influential communicator who is articulate and concise
  • demonstrated success interacting with senior management across various roles
  • strong risk management and control mindset
  • ability to build trust with professionals throughout the business
  • proficiency in MS Office (Word, Excel, Visio, PowerPoint) with extensive experience using Excel for data analysis
Job Responsibility
Job Responsibility
  • collaborate with prospective and operational and business users to understand and anticipate their needs and translate them into technology product requirements
  • align with the vision for the team’s product and maintaining the cohesive vision throughout the SDLC process
  • create a product roadmap based on this vision
  • managing the product backlog and prioritizing tasks based on challenging and competing requirements
  • active participation in stages of the technology product creation during development and implementation phases
  • monitor and evaluate product progress at each stage of the process
  • identify and communicate risks and impacts and propose risk mitigation options
  • consider business implications of the application of technology to the current business environment
  • consult with business clients to determine system functional specifications
  • partner with multiple management teams and other units to meet organizational objectives
  • Fulltime
Read More
Arrow Right

Senior Business Analyst

We are looking for a Senior Business Analyst to work in capital markets domain. ...
Location
Location
Salary
Salary:
Not provided
gotiger.com Logo
TIGER
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong fundamental knowledge in investment banking, capital markets, FX
  • Excellent communication and documenting skills
  • Clear understanding of SDLC process
  • Consider long-term commitment to working in the company
  • Comfortable with keeping deadlines
  • Comfortable with working under time pressure
  • To be in your element at functional analysis, specification creation, people skills
  • More than one year of experience as Senior Business Analyst
  • Experience in User Interaction, Requirement Elicitation/Gathering and functional specs preparation
  • Exposure to Agile methodology with requirements capturing using use cases and feature driven methods
Job Responsibility
Job Responsibility
  • Should have knowledge in investment banking, capital markets, FX
What we offer
What we offer
  • Fixed salary (Competitive Base)
  • Annual bonuses
Read More
Arrow Right

Business Analyst

The role involves working as a Business Analyst in the Interest Rate Exotic Deri...
Location
Location
United Kingdom , Belfast
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 5 years of experience working on enterprise level project as a BA or QA Analyst
  • Ability and proven experience of driving functionality/project from analysis to successful production
  • Proven experience as an owner of delivering successful project outcomes
  • Ability to communicate productively and efficiently with business (FO Traders, Business Managers etc.)
  • Ability to translate business requirements into functional requirements
  • Experience in writing detailed Functional/Technical specifications, use cases for development and QA teams
  • Experience with writing documentation for mapping different data formats between each other
  • Experience with XML: xpath, xsd (to be able to build xml schema, xpath etc)
  • SQL knowledge to be able to query and analyze database data
  • Ability to create complex sql queries
Job Responsibility
Job Responsibility
  • Assist in defining new products and treatments, and generating functional and technical specification and test cases, managing the product through end-to-end delivery
  • Act as trusted partner to our business clients to represent their requirements for technology solutions in the Exotic derivatives domain
  • Define, document and generate actionable functional and technical requirements for our in-house development team
  • Guide and mentor other team members
  • Own and be accountable for cross-asset initiatives, influencing strategic technical direction and driving re-use of our data infrastructure
  • Build a strong partnership with our upstream and downstream business and technology partners
  • Grow and curate our catalogue of common assets, such as code templates, libraries, utilities, services, etc.
  • Troubleshoot performance and scalability issues, take ownership of issues and their technical remediation
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

IT Business Lead Analyst

The IT Business Lead Analyst is a senior-level position responsible for liaising...
Location
Location
India , Pune; Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience in business analysis or systems analysis
  • business analysis, with proven experience in Investment products (Mutual Funds, Fixed Income, Equities, Alternative Investments etc) or in building Investment advisory platforms (Risk Profiling, Suitability assessment, Investment portfolio performance reporting, Investment products on digital channels, Insurance products sales etc)
  • experience working with - Brokerage products, mutual funds, fixed income, investment advisory etc. is preferred
  • demonstrated ability to effectively use complex analytical, interpretive and problem-solving techniques
  • proven interpersonal, diplomatic and influencing skills
  • consistently demonstrate clear and concise written and verbal communication
Job Responsibility
Job Responsibility
  • Provide input during development and implementation phases, including formulation and definition of systems scope, objectives and necessary system enhancements for complex, high-impact projects
  • identify and communicate risks and impacts and propose risk mitigation options, considering business implications of the application of technology to the current business environment
  • consult with business clients to determine system functional specifications and partner with multiple management teams and other units to meet organizational objectives
  • evaluate new IT developments and evolving business requirements and recommend appropriate systems alternatives and/or enhancements to current systems by analyzing business processes, systems and industry standards
  • provide in-depth and sophisticated analyses with interpretive thinking to define problems, develop innovative solutions and influence strategic functional decisions
  • supervise day-to-day staff management issues, including resource management, work allocation, mentoring/coaching and other duties and functions as assigned
  • appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Senior Business Analyst

We’re seeking a savvy Senior Business Analyst to bridge finance and customer exp...
Location
Location
Poland , Krakow
Salary
Salary:
12500.00 - 15700.00 PLN / Month
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience as a Business Analyst or Analytics Lead, with a strong track record in financial analysis and reporting
  • Proven expertise designing scorecards, KPIs, and predictive models for Customer Experience or similarly cross-functional teams
  • Hands-on proficiency with Power BI and Metabase (data transformation, DAX/SQL, visualization best practices)
  • Solid experience with Snowflake (data ingestion, modeling, performance tuning)
  • Comfortable extracting and analyzing data from Salesforce (Sales Cloud/Service Cloud)
  • Advanced SQL skills and familiarity with Python or R for ad-hoc and predictive analysis
  • Exceptional communication skills: able to tailor insights for both technical and non-technical audiences
  • Availability to work in a hybrid work model, hours 12:00-20:00.
Job Responsibility
Job Responsibility
  • Lead design and implementation of CX scorecards and financial KPIs, aligning metrics with budgetary goals and customer outcomes
  • Develop and deploy predictive models (anomaly detection, churn prediction, CLV forecasting, rolling-forecast budgeting, next-best-action) to anticipate risks and opportunities and guide CX investments
  • Partner with Finance and CX stakeholders to define measurement frameworks, target-setting approaches, and reporting cadences
  • Build and maintain interactive dashboards in Power BI and Metabase, ensuring data accuracy, usability, and timely delivery
  • Leverage Salesforce data to connect customer-journey metrics with revenue and cost drivers
  • Conduct variance analysis, forecasting, and “what-if” budgeting to inform CX program investments
  • Create and validate predictive models that tie back to financial and CX scorecards
What we offer
What we offer
  • Fully paid private healthcare in LuxMed
  • Access to the Worksmile platform with a monthly top-up
  • Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
  • New, modern, bright and comfortable office space in the city centre
  • A lot of free parking spots around the office
  • Access to the company’s library
  • Great working atmosphere
  • Chill out room with a PlayStation, table tennis, and mini gym
  • Free snacks and beverages in a kitchen
  • Company parties and social activities
  • Fulltime
Read More
Arrow Right

Junior Business Analyst

The role is responsible for collecting data, analyzing business processes, ident...
Location
Location
Salary
Salary:
Not provided
aramex.com Logo
Aramex
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelors degree in finance, business or any related field
  • Experience 0-2 years of experience in the same field
  • Detail oriented & Expert in Excel
  • Team player
  • Good communication skills & Excellent Command in English
  • Preferable Experience in Sap
  • Analytical Skills
  • Attention To Details
  • Communication Skills
  • Financial Acumen
Job Responsibility
Job Responsibility
  • Managing CO Master Data and all the processes related to Controlling Module Activities
  • Update the business analysis model design/master data/allocations to reflect the actual business and to cater to the business needs
  • Ensure Profit Center, Cost Center & Internal Order design is up to date and fulfil business needs
  • Ensure accuracy of data by creating and updating validations and checks on data
  • Ensure Assessment cycle activities are up to date
  • Provide management with analysis and visibility per client, product and deliver recommendations to invest or divest to maximize profitability by: Running monthly reports to measure companies’ financial performance in terms of customers and products
  • Contributing to cost reduction initiatives on team, business unit or operation level
  • Optimizing profitability per team and per client
  • Supporting product managers to make decisions related to pricing
  • Providing customized reports based on business units needs
Read More
Arrow Right

IT Business Lead Analyst

The Lead Technical Business Analyst is a senior-level position responsible for d...
Location
Location
United Kingdom , Belfast
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant experience with knowledge of Capital Markets/Investment Banking industry
  • Experience in data analysis with knowledge of databases, data modelling and data analysis tools such as SQL
  • Demonstrate excellent analytical, written and verbal communication and presentation skills with an ability to tailor delivery to the required audience
  • Proven problem-solver with the ability to work under pressure, approach work methodically and manage deadlines or unexpected changes in expectations or requirements
  • Knowledge of data transformation/normalisation practices and experience working with third party providers of data, is desirable
  • Experience driving results across a team, regions, and functions, with understanding of how collaboration accomplishes objectives
  • Extensive experience of partner management and influencing skills
  • Ability to adjust priorities quickly as circumstances dictate
  • Excellent Microsoft office skills
  • Experience with all phases of Software Development Life Cycle
Job Responsibility
Job Responsibility
  • Provide input during development and implementation phases, including formulation and definition of systems scope, objectives and necessary system enhancements for complex, high-impact projects
  • Identify and communicate risks and impacts and propose risk mitigation options
  • Consult with business clients to determine system functional specifications and partner with multiple management teams and other units to meet organizational objectives
  • Analysis of large sets of product reference data across Equities, Fixed Income, Derivatives and Structured Finance securities from varying sources
  • Provide in-depth and sophisticated analysis with interpretive thinking to define problems, develop innovative solutions and influence strategic functional decisions
  • Evaluate new IT developments and evolving business requirements and recommend appropriate system alternatives and/or enhancements to current systems by analyzing business processes, system and industry standards
  • Utilize advanced knowledge of system flow and develop standards for data controls, modelling, testing and implementation
  • Acts as SME to senior stakeholders and /or other team members
  • Lead the execution of multiple projects, review and guide the work of junior colleagues
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • 27 days annual leave (plus bank holidays)
  • A discretional annual performance related bonus
  • Private Medical Care & Life Insurance
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Lead Technical Business Analyst

The Lead Technical Business Analyst is a senior-level position responsible for d...
Location
Location
United Kingdom , Belfast
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant experience with knowledge of Capital Markets/Investment Banking industry
  • Experience in data analysis with knowledge of databases, data modelling and data analysis tools such as SQL
  • Demonstrate excellent analytical, written and verbal communication and presentation skills with an ability to tailor delivery to the required audience
  • Proven problem-solver with the ability to work under pressure, approach work methodically and manage deadlines or unexpected changes in expectations or requirements
  • Knowledge of data transformation/normalisation practices and experience working with third party providers of data, is desirable
  • Experience driving results across a team, regions, and functions, with understanding of how collaboration accomplishes objectives
  • Extensive experience of partner management and influencing skills
  • Ability to adjust priorities quickly as circumstances dictate
  • Excellent Microsoft office skills
  • Experience with all phases of Software Development Life Cycle
Job Responsibility
Job Responsibility
  • Provide input during development and implementation phases, including formulation and definition of systems scope, objectives and necessary system enhancements for complex, high-impact projects
  • Identify and communicate risks and impacts and propose risk mitigation options
  • Consult with business clients to determine system functional specifications and partner with multiple management teams and other units to meet organizational objectives
  • Analysis of large sets of product reference data across Equities, Fixed Income, Derivatives and Structured Finance securities from varying sources
  • Provide in-depth and sophisticated analysis with interpretive thinking to define problems, develop innovative solutions and influence strategic functional decisions
  • Evaluate new IT developments and evolving business requirements and recommend appropriate system alternatives and/or enhancements to current systems by analyzing business processes, system and industry standards
  • Utilize advanced knowledge of system flow and develop standards for data controls, modelling, testing and implementation
  • Acts as SME to senior stakeholders and /or other team members
  • Lead the execution of multiple projects, review and guide the work of junior colleagues
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • 27 days annual leave (plus bank holidays)
  • A discretional annual performance related bonus
  • Private Medical Care & Life Insurance
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right