BSA SMA SQL AWS Hybrid in Atlanta

Sr. Business Systems Analyst - Separately Managed Accounts

Wealth Management Platform Institutional & Retail Full Trading Lifecycle

Atlanta, GA (Midtown)

4 Days Onsite - Relocation available

Flextime + Unlimited PTO

$165,000 $180,000

The Role

You'll sit at the intersection of investment operations and platform development for a wealth management platform serving institutional and retail clients across the full trading lifecycle - from construction and rebalancing through execution and reporting.

What You'll Do

Partner with Portfolio Managers and Financial Advisors to deliver new features and customizations across digital tools, client reporting, and automations

Gather requirements, build user stories, and drive testing through implementation

Translate data requirements into actionable development tasks for engineering teams

What We're Looking For

5+ years in Business Systems Analysis, Solutions Architecture, or similar

Investment management domain experience SMA background a strong plus

End-to-end trading lifecycle fluency: construction, optimization, trade modeling, rebalancing

Experience across upstream/downstream systems: OMS, Analytics, Accounting, Reporting

Strong SQL; cloud fluency in AWS (Lambda, S3, microservices, CI/CD)

Agile/Jira