Lead Business Analyst – Investment Technology – Equity

T. Rowe Price

. Serve as a lead business analyst for Investments Technology initiatives supporting Equity investment teams, including research, portfolio management, trading, analytics, and related investment workflows .

Posted 9/23/2026full-timeBaltimore • Maryland • United StatesSenior💰 $122,000 - $209,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Business Analysis and Agile Delivery within the Investments Technology domain, focusing on translating complex business needs into actionable technology solutions. Proficient in leading cross-functional collaboration, data analysis, and process improvement initiatives to enhance operational efficiency and decision support.

Highest-signal resume keywords

Business AnalysisAgile Delivery PracticesData AnalysisInvestment TechnologyStakeholder Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLData AnalysisInvestment DataMarket DataReportingRequirements ElicitationProcess AnalysisUser Story DevelopmentAcceptance CriteriaBusiness Rules

Soft Skills

CommunicationMentoringCollaborationProblem-SolvingAnalytical Thinking

Tools & Technologies

JiraConfluenceAzure DevOpsAgile Collaboration Tools

Industry Keywords

EquityInvestment ManagementAsset ManagementCapital MarketsWealth ManagementFinancial Services TechnologyAIAutomationAnalyticsIntelligent Workflow

Tech Stack

Tools & technologies

AzureSQL

About the role

Key responsibilities & impact

Serve as a lead business analyst for Investments Technology initiatives supporting Equity investment teams, including research, portfolio management, trading, analytics, and related investment workflows
Partner with portfolio managers, analysts, traders, product owners, engineers, architects, data teams, and technology leaders to translate business objectives into actionable technology outcomes
Lead discovery, requirements elicitation, process analysis, data analysis, and solution definition for complex Equity technology initiatives
Translate investment workflows and business needs into epics, features, user stories, acceptance criteria, business rules, process flows, and functional specifications
Drive Agile delivery practices, including backlog refinement, sprint planning, prioritization, dependency management, sprint reviews, UAT coordination, release readiness, and post-implementation support
Prioritize work by business value, risk, urgency, stakeholder impact, and alignment with Investments Technology strategy
Identify opportunities to apply AI, automation, data-driven insights, and workflow improvements to enhance Equity research, investment analysis, operational efficiency, and decision support
Collaborate with AI, data, engineering, and product teams to define responsible AI use cases, user workflows, validation needs, controls, and adoption considerations
Analyze current-state processes and systems to identify gaps, pain points, data quality issues, and opportunities for simplification, standardization, and reuse
Communicate priorities, progress, risks, decisions, and tradeoffs to business stakeholders, technology teams, and leadership
Act as a trusted advisor across the Equity business domain, connecting investment strategy with technology strategy
Mentor less experienced analysts and strengthen business analysis, Agile delivery, and product ownership practices

Requirements

What you’ll need

Typically, 8+ years of relevant experience in business analysis, product analysis, investment technology, financial services technology, or a related discipline
Demonstrated experience partnering directly with product owners, engineers, architects, data teams, QA, and technology leadership
Strong experience with Agile delivery practices, including Scrum or Kanban, backlog management, user story development, acceptance criteria, sprint planning, dependency management, demos, UAT, and release readiness
Ability to lead complex requirements discussions, synthesize ambiguous business needs, resolve competing priorities, and drive alignment across stakeholders
Ability to explain investment, data, AI, and technology concepts clearly to both technical and non-technical audiences
Working knowledge of AI, generative AI, automation, analytics, or intelligent workflow concepts, with the ability to help identify practical use cases and responsible adoption opportunities
Strong analytical skills with the ability to evaluate workflows, data quality, business rules, system behavior, and user impacts
Experience using Agile collaboration and documentation tools such as Jira, Confluence, Azure DevOps, or similar platforms preferred
SQL, data analysis, investment data, market data, or reporting experience preferred
Experience supporting Equity, investment management, asset management, capital markets, wealth management, or other front-office financial services technology environments preferred
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States

Benefits

Comp & perks

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits