Principal Business Analyst – Enterprise Services

This position follows a hybrid work model, with an expectation to be in the office 3 days per week at the St. Petersburg, FL Corporate Office location.

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Responsibilities

Business Analysis & Solution Leadership

• Lead requirements for discovery, analysis, and documentation for enterprise integrations, APIs, platform enhancements, and strategic initiatives.
• Partner with business stakeholders to translate business needs into clear functional requirements, user stories, Product Backlog Items (PBIs), and acceptance criteria.
• Facilitate backlog refinement, sprint planning, and cross-functional workshops to ensure alignment between business and technology teams.
• Define business processes, business rules, SLAs, SLOs, and end-to-end functional scenarios.

Enterprise Integration & Data Analysis

• Collaborate with Enterprise Services and Enterprise Data teams to design scalable API-based solutions.
• Develop API specifications, interface contracts, data mapping documents, and source-to-target data lineage.
• Analyze complex financial data using Oracle databases to support new functionality, production investigations, and root cause analysis.
• Maintain integration documentation using the Apigee API Developer Portal and internal knowledge repositories.

Testing, Delivery & Continuous Improvement

• Develop functional test scenarios and support User Acceptance Testing (UAT).
• Validate business functionality before and after production deployments.
• Support release planning, ServiceNow change management, and post-deployment validation.
• Identify opportunities to improve business processes, reduce operational risk, and enhance delivery efficiency through standardization, automation, and comprehensive documentation.
• Mentor junior analysts and promote Agile and business analysis best practices.

Skill: Strong knowledge of

• Client assets and liabilities
• Securities positions and portfolio accounting
• Equities, fixed income, ETFs, mutual funds, options, structured products, alternative investments, and cash equivalents
• Trade lifecycle, including execution, allocation, clearing, settlement, corrections, and post-settlement processing
• Cost basis, tax lots, wash sales, corporate actions, realized and unrealized gains/losses
• Performance reporting, benchmark reporting, portfolio analytics, and reconciliation
• Financial reporting, operational controls, and regulatory initiatives

Required Experience

• Bachelor's degree in Computer Science, Information Technology, Finance, Business Administration, or a related discipline.
• 10+ years of experience as a Principal Business Analyst, Lead Business Analyst, Business Systems Analyst, Functional Analyst, Data Analyst, or similar role.
• Experience within financial services, wealth management, brokerage, custody, clearing, asset management, or securities operations.

Business Analysis Skills

• Expert in requirements gathering, business process analysis, and documentation.
• Proven experience writing User Stories, managing product backlogs, and defining acceptance criteria.
• Strong analytical and problem-solving skills with the ability to simplify complex business and technical challenges.
• Experience facilitating cross-functional discussions and influencing stakeholders across multiple organizations.
• Experience mentoring analysts and driving Agile delivery practices.

Preferred experience includes:

• Advanced SQL, preferably Oracle
• RESTful and SOAP API testing using Postman and SOAP UI
• Azure DevOps (TFS), ServiceNow, Splunk (Nice to have)
• Microsoft Excel (advanced formulas, pivot tables, lookups, macros)
• Microsoft Office Suite, PowerPoint, Visio, Word, and Access
• API integrations, JSON, XML, data validation, and log analysis
• Data mapping, reconciliation, source-to-target validation, and data lineage
• Experience with AI-powered productivity tools, generative AI, or low-code/no-code automation platforms
• Exposure to Tableau, Power BI, Alteryx, Snowflake, Databricks, or similar analytics platforms is a plus