Business System Analyst

Role & responsibilities

Business Systems Analyst responsible for supporting Wealth platform modernization and data migration initiatives, including migration of on-premises SQL data platforms to Microsoft Azure Cloud and development of enterprise Data Products. Acts as a bridge between business stakeholders, data teams, technology teams, and development teams to translate business needs into clear functional and data requirements.

Key Responsibilities

• Conduct requirements gathering and requirement elicitation sessions with Wealth business stakeholders to understand business processes, data needs, reporting requirements, and expected outcomes.
  Facilitate workshops and discussions with business and technical teams to define business requirements, functional requirements, data requirements, and acceptance criteria.
  Support migration of Wealth data platforms from on-premises SQL environments to Microsoft Azure Cloud.
  Analyze existing on-premises data structures, business rules, data flows, and dependencies to support cloud migration and modernization.
  Work closely with data engineering teams to define and validate requirements for Data Products developed as part of the Wealth platform modernization.
  Identify source systems and understand how data is generated, transformed, integrated, and consumed across the Wealth ecosystem.
  knowledge of Salesforce as a key source system, understanding Salesforce objects, fields, relationships, and business processes to define data requirements and validate data used within Wealth Data Products.
  Perform data analysis and data profiling to understand data quality, completeness, consistency, uniqueness, and business-rule compliance.
  Develop and execute SQL queries to analyze source and target data, investigate data discrepancies, validate business rules, and support requirements analysis.
  Use Databricks SQL and queries to analyze cloud-based datasets and validate data within Azure-based Data Products.
  Perform source-to-target analysis and support data mapping between legacy on-premises systems and cloud environments.
  Collaborate with Data Engineers, Data Architects, Developers, QA teams, Product Owners, and business stakeholders throughout the delivery lifecycle.
  Translate complex technical and data concepts into understandable business requirements and communicate business requirements clearly to technical teams.
  Participate in data validation, reconciliation, UAT, defect triage, and production implementation activities.
  Investigate data issues by tracing data across source systems, transformation logic, Data Products, and downstream consumers.
  Document business rules, data definitions, source-to-target mappings, data lineage, requirements, and process flows.
  Support Agile ceremonies including backlog refinement, sprint planning, daily stand-ups, sprint reviews, and retrospectives.
  Work with Product Owners and stakeholders to prioritize requirements and ensure delivered solutions meet business objectives.
  

Technical Skills

• SQL - data analysis, profiling, reconciliation, validation, joins, aggregations, filtering, and complex queries
  Databricks SQL cloud data analysis and Data Product validation
  Microsoft Azure – understanding of cloud data platforms, migration concepts, and Azure-based data solutions
  Salesforce – understanding of Salesforce data structures, objects, fields, relationships, and source-system data
  Data Profiling & Data Quality
  Data Mapping & Source-to-Target Analysis
  Data Products / Data Product Development
  Data Migration & Cloud Modernization
  Understanding of ETL/ELT processes and data pipelines
  Understanding of data lineage and data flows
  Agile / Scrum methodology
  JIRA / Confluence or similar requirements-management tools
  

Business & Domain Skills

• Wealth Management / Wealth Banking
  Financial Services / Banking
  Business process analysis
  Requirements elicitation and stakeholder management
  Data analysis and interpretation
  Business rules definition
  Functional and data requirements
  UAT and acceptance criteria
  Cross-functional collaboration
  

Typical Deliverables

• Business Requirements Documents (BRDs)
  Functional Requirements
  User Stories
  Acceptance Criteria
  Data Requirements
  Source-to-Target Data Mapping
  Business Rules
  Data Profiling Results
  Data Validation / Reconciliation Queries
  Process Flows
  Data Flow Documentation
  UAT Test Scenarios
  Defect Analysis and Resolution Documentation
  

Preferred Qualifications

• Bachelor’s or Master’s degree in Information Technology, Computer Science, Business, Data Analytics, or a related field.
  Experience working as a Business Systems Analyst / Business Analyst in banking, financial services, or wealth management.
  Experience supporting cloud migration and data modernization initiatives.
  Strong SQL and data-analysis skills.
  Experience working with Azure, Databricks, and Salesforce.
  Experience working in Agile/Scrum development environments.
  Strong communication, stakeholder management, analytical, and problem-solving skills.