Job Summary:
As a Sr. Business Systems Analyst you’ll drive the transformation of complex business needs into innovative technical solutions that power the technology platforms at NewEdge Capital Group. You’ll serve as a technical subject matter expert and a crucial bridge between business stakeholders, development teams, and external partners, ensuring our solutions are both technically sound and business aligned.
Location: Ideal candidates will be located in Pittsburgh, PA or New Orleans, LA and work in a hybrid capacity. Remote candidates will also be considered.
Key Responsibilities:
Business & Stakeholder Collaboration
Partner with business stakeholders and external partners to understand system requirements and translate into actionable technical specifications.
Define and document functional requirements for data integration solutions between custodians, third-party software platforms, and internal systems.
Facilitate workshops and meetings with stakeholders to gather feedback, validate requirements, and refine solutions.
Create and maintain comprehensive documentation, including business requirements, user stories, technical specifications, API mappings, process flows, and data schemas.
Work closely with developers, architects, and infrastructure teams to define integration strategies and system architecture.
Support the analysis and validation of solutions post-implementation, ensuring they meet business needs and deliver expected outcomes.
Systems Analysis & Solution Design
Create detailed technical documentation including system diagrams, data flows, and integration patterns.
Analyze existing data flows, network architecture, and system interoperability, identifying opportunities for optimization and automation.
Design real-time and batch data processing workflows, ensuring efficient data movement across platforms.
Evaluate and recommend technology and third-party solutions to support strategic initiatives.
Develop proof-of-concept implementations to validate technical approaches.
Define technical specifications for APIs, microservices, and system interfaces.
Ensure solutions adhere to enterprise architecture standards, compliance regulations, and security requirements.
Work with infrastructure teams to define and improve cloud and third-party integration strategies.
Stakeholder Management & Communication
Act as a liaison between business stakeholders, external partners, and technical teams, ensuring clear communication and alignment on project objectives and deliverables.
Prepare and deliver presentations to leadership on integration strategies, system roadmaps, and process enhancements.
Work closely with project managers and product managers to define project scope, timelines, and priorities.
Required Qualifications:
Bachelor’s degree in business, Computer Science, Information Technology, Data Science, Engineering, or a related field.
Minimum of 3 years of experience as a Systems Analyst, Technical Business Analyst, Solutions Architect, or similar technical roles.
Expertise in system design, API architecture, and data integration.
Proven ability to analyze complex system interactions and design scalable solutions.
Experience with cloud platforms (Azure, AWS, or GCP).
Excellence in technical documentation and process modeling.
Experience working in cross-functional teams involving developers, engineers, and infrastructure teams.
Outstanding communication skills with both technical and business audiences.
Preferred Qualifications:
Experience in wealth management, fintech, financial services, or banking.
Experience with major custodial platforms (Fidelity, LPL, Schwab)
Knowledge of financial data APIs, FIX protocol, and custodian integration patterns.
Expertise with enterprise integration platforms (Boomi, Workato, Mulesoft, or similar)
Proficiency in Salesforce ecosystem architecture (Financial Services Cloud, Experience Cloud, Data Cloud)
Experience with the Atlassian suite (Jira, Confluence)
