Role Overview :

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.

- 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

- Understanding of ETL/ELT processes and data pipelines

- 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.