Technical Business Analyst

Role Overview

We are seeking an experienced Business Analyst with strong financial/banking domain expertise to work closely with business stakeholders, product teams, and technology partners. The ideal candidate will have hands-on experience in client onboarding, requirements gathering, workflow design, and e‑signature platforms while leveraging SQL and data analysis to drive informed business decisions.

Key Responsibilities

• Collaborate with business stakeholders to gather, analyze, and document business and functional requirements.
• Drive end-to-end requirement lifecycle management including elicitation, validation, prioritization, and sign-off.
• Support client onboarding initiatives, ensuring compliance with banking and regulatory requirements.
• Analyze existing and proposed business workflows, identify gaps, and recommend process improvements.
• Work closely with technology teams to translate business requirements into clear functional specifications and user stories.
• Use SQL and data analysis techniques to validate data, generate insights, and support decision-making.
• Support implementation and integration of e‑signature platforms (e.g., DocuSign) within onboarding and approval workflows.
• Act as a bridge between business, operations, compliance, and IT teams to ensure timely and accurate delivery.
• Assist in UAT planning, execution, and defect triage to ensure solutions meet business needs.
• Prepare documentation including BRDs, FRDs, process flows, use cases, and workflow diagrams.

Required Skills & Experience

• Total 9 years of experience 5+ years of experience as a Business Analyst in financial services, preferably Wealth Management.
• Hands-on experience with SQL for data analysis, validation, and reporting.
• Experience working with data-driven requirements and collaborating with data/engineering teams.
• Proven experience with e‑sign / e‑signature platforms (mandatory: DocuSign).
• Expertise in requirements gathering and documentation.
• Strong knowledge of workflow design, process mapping, and optimization.
• Excellent stakeholder management and communication skills.

Good-to-Have Skills

Experience with digital onboarding platforms or customer lifecycle management systems.

Familiarity with Agile/Scrum methodologies and tools (JIRA, Confluence).

Exposure to APIs, system integrations, or fintech platforms.

Experience in driving automation initiatives in banking operations.

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Qode is dedicated to helping technical talent around the world find meaningful careers that match their skills and interests. Our platform provides a range of resources and tools that empower job seekers to take control of their careers and connect with top employers across a variety of industries. We believe that every individual deserves to find work that they're passionate about, and we are committed to making that vision a reality.

Qode's team of experienced professionals is passionate about creating a better world of work by providing innovative solutions that improve the job search process for both job seekers and employers. We believe in transparency, trust, and collaboration, and we strive to build strong relationships with our customers and partners. Through our platform, we aim to create a more engaged and fulfilled global workforce that drives innovation and growth.