Company Introduction:

EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.

Job Summary:

The Technical Business Analyst, reporting to the Trust & Custody Software Engineering Manager, will gather and document business and user requirements pertaining to new features for, and enhancements to, Mid Atlantic’s web-based financial platform, and they will translate these business requirements into functional specifications for use by the development team. The Technical Business Analyst will serve as the liaison between the internal and external business community—clients, partners and employees—and the development team.

This position is a hybrid role for candidates in Pittsburgh, PA. Full-time remote candidates will also be considered.

Duties/Responsibilities:

Document business and user requirements with acceptance criteria and writing functional specifications for use by the development team.
Coordinate, schedule, prepare agendas for, facilitate and participate in customer enhancement-focused collaboration sessions, Scrum meetings and sprint planning meetings, with internal and external audiences.
Collaborate with the development team, product and training specialists, business development team, product management personnel and upper management on various activities to improve product offerings.
Instinct to ask relevant probing questions that get to the “why” behind business requests to achieve successful outcomes.
Lead demonstrations, user acceptance testing, and occasional training activities around the release of new enhancements or functionality and write product documentation.
Write/maintain test plans, test cases and test scripts, and perform functional, regression and scalability testing.
Manage a portfolio of complex projects that span one or multiple teams or systems.
Create visual modeling or diagramming of current and proposed workflows.
Generate feature enhancements and bug cases in the issue tracking system.
Understand interdependencies between technology, operations, and functional goals.
Perform research and root cause analysis to determine the cause of system issues, and find an approach to resolve noted issues.
Identify, document and report discovered product anomalies.
Serve as a resource for development, clarifying requirements throughout the software development life cycle.

Qualifications:

Bachelor’s degree in Business/Finance/Technology
Project Management Professional (PMP) Certification or International Institute of Business Analysis (IIBA), CCBA or CCBP a plus
5 years of experience writing functional specifications for development team to use in coding, preferably pertaining to new features and enhancements for a web-based application
Experience with Azure DevOps is preferred
Experience in Web services / API’s platform is a plus
Ability to write intermediate SQL queries and experience using SQL Server Management Studio (SSMS) desired
Perseverance and fortitude to learn and grasp complex financial concepts and processes
Strong analytical and problem-solving skills
Experience working in an Agile development environment using Scrum framework and sprints
Strong verbal and written communication skills
Ability to multi-task, prioritize and work efficiently while preserving accuracy and attention to detail
Energetic self-starter, with the ability to work independently

Benefits:

Compensation will be comprised of a base salary and opportunity to qualify for a quarterly performance-based bonus program. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).