IT Business Analyst

San Diego

14 Sep 2021

San Diego


5 - 14 years

Financial/banking experience a must. 

A leading correspondent clearing firm serving independent broker-dealers in the retail, active-trading, and institutional markets. Our clients Clearing also offers flexible custody solutions for Registered Investment Advisers (RIA) and is a subsidiary of a large Financial publicly traded institution on the New York Stock Exchange.

Seeking for a technical Business Analyst to support our software development team on complex, customer-facing integration and UX projects.  Not only will you will be a critical member of an innovative team, building large, complex systems using the latest technologies, but you will join a growing company that is focused on continuing that growth through investment in its software and its team members.

  • Lead requirements elicitation sessions to understand business problems and how proposed system enhancements address them while assessing impact to existing functionality and business processes
  • Analyze and verify user story acceptance criteria for completeness, consistency, comprehension, feasibility, and conformity to defined standards and best practices
  • Work directly with the project managers, developers, and QA as a member of the project team, to meet project delivery timelines
  • Serve as the primary subject matter expert for the project development team and support the team throughout the SDLC
  • Work with testers to ensure adequate user acceptance tests are captured and performed
  • Develop relationships and facilitate communication between project stakeholders, subject matter experts, and project team members


  • Experience in financial services industry as a business analyst, operations manager, or similar role aligned with business functions
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Experience with Agile project methodologies
  • Ability to gather requirements on multiple, complex projects simultaneously and manage competing priorities
  • Think critically and analytically
  • Excel in fast-paced, Agile work environment
  • Excellent written and verbal communication skills 
  • Bachelor's degree in Finance or IT-related field


  • Securities / clearing experience