The Director, Business Systems Analyst joins the PGIM Quantitative Solutions team to provide strategic leadership and oversight of business analysis capabilities for investment and technology platforms. This role serves as a primary liaison between Investment Management, Trading, Operations, and Technology to translate business priorities into actionable requirements and scalable solutions. You will lead a team of analysts to manage complex processes including portfolio management, trading, compliance, and accounting. Key responsibilities include establishing requirements governance, facilitating discovery sessions, and overseeing user acceptance testing. Required skills include 4–6+ years of Eagle STAR technical experience, SQL, and knowledge of APIs and cloud platforms like Azure and Microsoft Fabric. You will solve complex data workflow problems, improve operational efficiency, and ensure technology solutions align with the investment management lifecycle.
Establish and promote consistent business analysis standards, best practices, and governance across the investment and technology platforms.
Translate complex business objectives from senior stakeholders into actionable technology requirements, user stories, and functional specifications.
Lead the analysis of end-to-end business processes including portfolio management, trading, compliance, accounting, and data workflows.
Oversee the development of high-quality requirements documentation, process flows, and acceptance criteria for software development.
Facilitate discovery sessions and requirements workshops with internal business units, technology teams, and external partners.
Identify opportunities to simplify workflows, improve data quality, and eliminate manual processes to increase operational efficiency.
Partner with Architecture and Engineering teams to ensure technology solutions meet scalability, security, and integration standards.
Provide oversight for user acceptance testing, implementation readiness, and post-production stabilization of new initiatives.
What we're looking for
10+ years of Business Analysis, Business Systems Analysis, Product, Technology, or related experience, preferably within Financial Services or Investment Management.
4–6+ years of hands-on Eagle STAR technical experience, including portfolio accounting workflows, configurations, data structures, and production support.
Bachelor's or master’s degree in Business, Finance, Computer Science, Information Systems, Engineering, or a related discipline, or equivalent professional experience.
Strong understanding of the front-to-back investment management lifecycle, including portfolio management, trading, compliance, operations, and accounting.
Demonstrated experience leading complex, cross-functional business and technology initiatives and translating complex needs into functional specifications and user stories.
Strong knowledge of Agile delivery methodologies, including backlog management, story refinement, sprint planning, and production readiness.
Proficiency in SQL and relational database knowledge to analyze data, validate requirements, and investigate data-quality issues.
Familiarity with Microsoft Fabric, Power BI, Azure, Lakehouse/Warehouse architectures, and cloud-based data platforms (preferred).
SQL
SAFe Agile
JIRA
Confluence
Power BI
Power Automate
Power Platform
Microsoft Fabric
CI/CD
Test-Driven Development
Microsoft Copilot
Atlassian Rovo
Claude Code
Data Mapping
User Stories
Acceptance Criteria
SQL
Generative AI
Cloud-native
APIs
Jira
Confluence
Agile
BI Reporting
Relational Databases
Data Governance
Workflow Automation
Data Mapping
User Acceptance Testing
Root Cause Analysis
SQL
Power BI
Microsoft Purview
Azure
CoPilot Studio
Claude
Excel
Fabric Workspaces
Data Governance
Data Quality
AI
Data Analytics
Data Management
Business Analysis
Dashboarding
Agile
Jira
Power Platform
Power Apps
Power Automate
Power BI
SQL
API
UAT
Data Analysis
Microsoft Office
Process Mapping
Requirements Elicitation
Backlog Refinement
Sprint Planning
Traceability