Lead Business Analyst
omni inclusiveSan Antonio (TX)
About the role
Investment Business Analyst The Business Analyst in the Investments domain will act as a key liaison between business stakeholders and technical teams, ensuring that investment strategies, financial models, and operational workflows are effectively analyzed, documented, and optimized. The role involves gathering and analyzing business requirements, identifying gaps, recommending solutions, and enabling the delivery of financial products and services that align with organizational objectives. Collaborate with portfolio managers, investment analysts and other stakeholders to understand business goals and challenges. Elicit, document, and validate business requirements, ensuring they align with the organization's investment strategy. Define user stories, workflows, and acceptance criteria for new solutions or enhancements. Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms. Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing) Analyze financial and investment data to support business decisions Act as a bridge between technical teams and business units, ensuring clear communication and alignment. Deliver presentations and updates to senior management and stakeholders on project progress and key findings
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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