The Role
Translate complex financial planning logic (cash flow, tax, investments, retirement) into developer-ready requirements by analyzing Excel models, documenting data and calculation flows, working with product, developers and QA, validating outputs, and contributing to scalable, usable UX/UI designs in an agile team.
Summary Generated by Built In
Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over €100 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 200+ leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Ireland, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.
To strengthen our team in Milano or Bari or Brindisi we are currently looking for a: Business Analyst
About the Role
We are looking for a Business Analyst to join a product team working on replacing a legacy model with a more structured and scalable system in the field of financial planning.
This role focuses on translating complex financial planning logic (cash flow, tax, investments, retirement) into clear, structured requirements for engineering teams.
What the candidate will do as a Business Analyst
- Work with the Product Manager to translate financial planning concepts into developer ready requirements.
- Analyze existing Excel based working model and extract underlying logic and rules.
- Break down interconnected calculations (e.g. tax, cash flow, investment growth) into modular components and flows.
- Document data relationships, calculation logic, and system behavior (e.g. data flows, entity relationships, calculation dependencies.
- Support the definition of how changes in one part of the system impact others (e.g. how cash flow impacts tax, or savings impacts net worth projections).
- Work closely with developers and QA to ensure requirements are clear and testable.
- Validate outputs to ensure alignment with expected financial outcomes.
- Apply consistent patterns across features to support a scalable system.
- Contribute to UX/UI design discussions with a focus on usability and logical flow.
Requirements
- Exposure to financial planning concepts (cash flow, investments, tax, retirement).
- Ability to quickly build domain understanding.
- Strong analytical thinking; able to break down complex systems.
- Ability to translate numerical or financial logic into structured requirements.
- Experience with data models, workflows, or system design.
- Experienced in working within agile teams, managing user stories, priorities, and iterative feedback cycles.
- Clear communicator across technical and non-technical teams.
- Familiarity with tools like JIRA, Confluence, and diagramming tools.
Nice to Have
- Experience working with financial models or spreadsheet based systems and translating them into software requirements.
- Exposure to rule-based systems, simulations, or optimization problems.
- Familiarity with multi-jurisdiction financial concepts (e.g. UK, Canada, or EU markets).
What we offer:
- Permanent Employment.
- A challenging and progressive position within an international work environment.
- Hybrid working.
- Meal vouchers.
- Health insurance.
- Employee benefits.
- Performance bonus based on company targets.
Equality Policy:
We are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Skills Required
- Exposure to financial planning concepts (cash flow, investments, tax, retirement)
- Ability to quickly build domain understanding
- Strong analytical thinking; able to break down complex systems
- Ability to translate numerical or financial logic into structured requirements
- Experience with data models, workflows, or system design
- Experience working within agile teams, managing user stories and iterative feedback
- Clear communicator across technical and non-technical teams
- Familiarity with JIRA, Confluence, and diagramming tools
- Experience working with financial models or spreadsheet-based systems and translating them into software requirements
- Exposure to rule-based systems, simulations, or optimization problems
- Familiarity with multi-jurisdiction financial concepts (e.g., UK, Canada, EU markets)
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The Company
What We Do
Objectway is a global Top 100 FinTech provider in the banking, wealth, and investment management software industry. It provides a digital end-to-end 'Solution-as-a-Service' platform for banks, wealth managers, and asset managers, supporting their digital transformation through modular front-to-back office software. With over 30 years of experience, it empowers financial institutions to optimize their business and enhance operational efficiency.
