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.
4. 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.
5. 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.
6. 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
7. 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.
Skills Required
- Bachelor’s degree or equivalent experience
- Business analysis experience on software development projects
- Experience working in Agile environments
- Ability to work independently, manage priorities, and own outcomes
- Working knowledge of Confluence, JIRA, ServiceNow, Snowflake, and SQL
- Hands-on SQL and Snowflake experience tracing transaction flows, reconciling data, troubleshooting processing issues, and analyzing trends, volumes, and exceptions
- Strong written and verbal communication with clients, partners, and technical teams
- 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 for analysis and documentation
What We Do
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of two industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
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