Business Analyst – Data Focus (Financial Services / Wealth Management) jobs in United States
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Techstra Solutions · 3 months ago

Business Analyst – Data Focus (Financial Services / Wealth Management)

Techstra Solutions is a company specializing in Digital and Talent Transformation, and they are seeking a Business Analyst with a strong focus on data to support initiatives in the financial services and wealth management sector. The role involves collaborating with stakeholders to gather and validate business and data requirements, supporting data modeling activities, and ensuring compliance with regulatory standards.

Cloud ComputingConsultingDevOpsManagement Consulting
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H1B Sponsor Likelynote

Responsibilities

Collaborate with business and technology stakeholders to gather, document, and validate business and data requirements
Lead and facilitate requirement workshops, stakeholder interviews, and working sessions to understand and translate business needs into clear, actionable deliverables
Build and maintain data glossaries, business taxonomies, and data-related artifacts in alignment with enterprise data standards
Assist in development and documentation of data dictionaries and metadata for business and technical teams
Present findings, workflows, and recommendations using tools like PowerPoint and Excel in a clear and business-friendly manner
Support data modeling activities (conceptual, logical, and physical) and collaborate with data architects where needed
Work with compliance teams to ensure data processes align with regulatory standards such as AML/KYC, Basel III, Dodd-Frank, etc
Partner with Data Governance teams to ensure adherence to data quality and lineage best practices
Interpret financial/banking terms, business processes, and operational workflows to support accurate and effective data solutions

Qualification

Business AnalysisData ManagementFinancial Services KnowledgeData ModelingMicrosoft ExcelPowerPointSQLData Governance ToolsAnalytical MindsetInterpersonal Skills

Required

5+ years of experience as a Business Analyst, ideally in financial services, wealth management, or banking
Strong experience in business and data analysis, with proven ability to drive requirement-gathering sessions independently
Excellent verbal and written communication skills; able to clearly explain technical data concepts to business users and vice versa
Solid understanding of financial services operations and industry regulations
Experience in building and managing data glossaries, business taxonomies, and supporting data classification efforts
Proficiency in Microsoft Excel (pivot tables, lookups, dashboards) and PowerPoint for building executive-level presentations
1+ year of experience with data modeling (conceptual/logical/physical)

Preferred

Hands-on experience with Collibra or similar data governance tools
Familiarity with eRwin or other data modeling tools
Basic to intermediate experience with SQL
Understanding of Kimball dimensional modeling
Exposure to or participation in data governance initiatives
Knowledge of metadata management and data lineage principles

Company

Techstra Solutions

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Techstra Solutions is a consulting firm for digital and talent transformation.

H1B Sponsorship

Techstra Solutions has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (8)
2023 (2)
2021 (2)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Larry Honig
Chief Digital Officer
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Company data provided by crunchbase