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Lead Analyst, Technology

United States, Saint Petersburg · Job Posted March 11, 2026
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Job Description

As a key member of our Trading Technology team, the Lead Analyst plays a pivotal role in shaping the future of our Advisor-facing trading platforms. In this role, you will partner closely with both business and technology teams to deliver innovative, scalable, and high-impact solutions that elevate the advisor and client experience. You will drive the full analysis lifecycle—from discovery and requirements definition through solution design, validation, and implementation—ensuring every initiative is grounded in clarity, quality, and strategic alignment. This position blends business insight, technical depth, and leadership, empowering you to influence decisions, guide teams, and champion solutions that advance our organizational goals and technology vision.

Job Responsibility

  • Lead the discovery, documentation, and stewardship of business and functional requirements for high-impact, complex technology initiatives
  • Translate business goals into crisp, actionable technical requirements and user stories
  • Perform gap analyses, feasibility assessments, and impact evaluations
  • Collaborate seamlessly with cross-functional partners—developers, QA, UX, and business stakeholders
  • Facilitate user acceptance testing (UAT), validate test scenarios, and confirm that delivered solutions meet or exceed business expectations
  • Develop and maintain high-quality process flows, wireframes, prototypes, and technical/user documentation
  • Serve as a trusted subject matter expert (SME) for assigned systems and business domains
  • Support production issue investigation and resolution with urgency and ownership, including participating in after-hours support on a rotational schedule
  • Champion risk management, change control, and issue tracking best practices

Requirements

  • 10+ years of business analysis experience within financial services, trading systems, or enterprise technology environments
  • Experience with Equities, Options, and Mutual Fund trading workflows or platforms is a strong plus
  • Familiarity with market structure, order life cycles, and trade processing across Equities, Options, and Mutual Funds
  • Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies
  • Proficiency in SQL and data analysis, with hands-on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, and Postman
  • Experience using wireframing and prototyping tools (e.g., Visio, Marvel)
  • Proven ability to manage competing priorities and fluid project demands
  • Exceptional communication skills
  • Demonstrated success in driving alignment, influencing decisions, and building consensus
  • Experience supporting vendor-based software implementations and enterprise-scale applications
  • Familiarity with AI-powered tools (e.g., Copilot, ChatGPT)
  • Bachelor’s: Computer and Information Science, High School (HS) (Required)
  • General Experience – 10 to 15 years

Nice to have

  • Experience with Equities, Options, and Mutual Fund trading workflows or platforms
  • Familiarity with market structure, order life cycles, and trade processing
  • Experience supporting vendor-based software implementations and enterprise-scale applications
  • Familiarity with AI-powered tools (e.g., Copilot, ChatGPT)

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