Lead Business Analyst

Title: Lead Business Analyst (W2 Only)

Duration: 6+ Months Contract to hire

Client Location: Saint Petersburg, FL

Description:

Lead Business Analyst with 10+ years of experience in Financial Services, with strong expertise in Wealth Management / Asset Management.

Strong Wealth Management domain expertise with the ability to act as a Subject Matter Expert (SME) across portfolio management, investment research, trading, and wealth solutions.

Hands-on experience with Portfolio Management, Portfolio Rebalancing, Advisory/AMS, Discretionary & Non-Discretionary investment offerings.

Strong knowledge of investment products including Equities, Fixed Income, Mutual Funds, SMA, UMA, and related trading workflows.

Combination of Functional + Technical Business Analysis skills, partnering closely with Product, UI/UX, Developers, DevOps, QA, and business stakeholders.

Strong experience in requirements gathering, BRD/FRD, user stories, acceptance criteria, process flows, wireframes, data mapping, and functional documentation.

Hands-on SQL and data analysis experience, including querying databases to research data, troubleshoot issues, and support business decisions; JSON/API/Postman knowledge is a plus.

Strong Agile/Scrum experience, including backlog management, story prioritization, Sprint Planning, Daily Scrum, Reviews, Retrospectives, UAT, and implementation support.

Excellent communication, stakeholder management, and problem-solving skills, with the ability to translate business needs into clear technical requirements and drive cross-functional collaboration.