Business Analysis (financial services, fintech, wealth mgmt)

Senior Specialist, Business Analysis

Role Summary

TrustWealthX (TWX) is BetaNXT’s trust platform for financial institutions and operates without a dedicated scrum team. As the Business Analyst, you will partner closely with the TWX Product Manager and manage day-to-day execution, enabling her to focus on strategy, sales, and client relationships. Your responsibilities will include defining requirements, triaging production issues, onboarding clients, and coordinating with Fi-TeK and BetaNXT’s product and engineering teams. You will report to the Head of Operations Platforms while working as an integral member of the Product Manager’s team.

• Key responsibilities

Requirements and documentation

• Write business requirements that earn sign-off from internal teams, clients, and Fi-TeK.
• Produce data flows, process flows, Epics, and Stories that engineering can build from without a follow-up meeting.
• Keep a decision log so scope, rationale, and approvals are traceable.
• Client onboarding
• Run onboarding workstreams for new TWX clients, from requirements gathering through go-live readiness.
• Document each client’s configuration, data, and process needs, and track open items to closure.
• Turn what you learn from each onboarding into reusable templates for the next one.
• Production issue triage
• Work incoming production issues through ServiceNow and JIRA, assess impact, and route them to the right team.
• Gather the evidence engineering needs, including SQL and Snowflake analysis of the underlying data.
• Trace and analyze end-to-end transaction flows from Beta Host through Snowflake to Fi-TeK, validating data completeness, accuracy, sequencing, and processing outcomes.
• Troubleshoot transaction and data-processing issues across system boundaries, isolate root causes, identify impacted records, and coordinate resolution with BetaNXT engineering and Fi-TeK.
• Keep clients and internal stakeholders informed on status, and document root cause and resolution.
• Fi-TeK and cross-team coordination
• Act as a day-to-day working contact with Fi-TeK on requirements, dependencies, and open questions.
• Align BetaNXT product management and engineering teams on priorities and handoffs, since no dedicated team exists to do it for you.
• Cover for the PM in client, partner, and internal meetings when she is unavailable.
• Sales support
• Help the PM prepare for prospect conversations with accurate process flows, capability summaries, and answers to technical and operational questions.
• Draft inputs for proposals and RFP responses, and join prospect calls when needed.
• Delivery visibility and analysis
• Build and maintain JIRA dashboards that show the state of platform work, and link JIRA work items to Confluence documentation.
• Prepare release documentation for platform changes.
• Analyze platform and client data to support decisions, surface trends, and answer questions from the PM, Clients, Partner, and leadership.
• Analyze transaction volumes, processing trends, exceptions, and anomalies to identify emerging issues, explain variances, support capacity planning, and provide actionable insights to product, operations, clients, and partners.
• Use LLM and AI tools to speed up drafting, analysis, and documentation, and check their output before it goes out.

• Boundaries

The BA does not own the following

• Product strategy, roadmap priorities, or pricing, which belong to the PM and the Head of Operations Platforms.
• Final decisions on commercial terms, contracts, or client escalations.
• Engineering design, estimation, or code quality, which belong to the engineering teams and Fi-TeK.
• Project or resource management for other teams.
• Final sign-off on client or partner requirements, which the BA obtains but does not grant.

• Artifacts

Owned

• Business requirements documents
• Data flow and process flow diagrams
• Epics and Stories in JIRA
• Decision log
• Client onboarding checklists and tracking
• JIRA dashboards and Confluence-to-JIRA linkage
• Production issue summaries and root cause notes
• Release documentation coordination
• Co-owned with the PM
• Prospect-facing process and capability materials
• Client status updates and issue communications
• Platform backlog and prioritization inputs

• Qualifications

Required

• Bachelor’s degree or equivalent experience.
• Business analysis experience on software development projects.
• Experience working in Agile environments.
• Ability to work independently, manage your own priorities, and own outcomes.
• Working knowledge of Confluence, JIRA, ServiceNow, Snowflake, and SQL.
• Hands-on experience using SQL and Snowflake to trace transaction flows, reconcile data across systems, troubleshoot processing issues, and perform trend, volume, and exception analysis.
• Strong written and verbal communication with clients, partners, and technical teams.

Preferred

• Experience in financial services, wealth management, or trust FinTech.
• Experience coordinating with third-party vendors or partners on delivery.
• Hands-on use of LLM and AI tools in day-to-day analysis and documentation.