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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Business Analyst/Data Analyst (SQL) - **Company:** CareerCircle - **Location:** Charlotte, NC, United States (Remote available) - **Experience:** Expert - **Salary:** $322,400.0 - **Contract:** Temporary contract - **Skills:** Java (Programming Language), .NET Framework, Application Programming Interfaces (APIs), Agile Methodology, Artificial Intelligence, Data Analysis, JIRA, Business Process Modeling, Python (Programming Language), Location Search Optimization, Microsoft Visio, Scrum Methodology, Salesforce.Com, SQL Databases, Tableau (Software), Web Applications, Data Strategy, Interactive Whiteboards - **Published:** August 18, 2026 - **Apply:** https://www.careercircle.com/jobs/all/all/usa/nc/charlotte/9b476c68-c551-440b-9217-312407e47b7b ## About the Role * 5-8+ years of professional experience in a Business Analyst role within a consulting, agency, or enterprise environment, with experience leading requirements gathering and analysis efforts across complex digital and technology initiatives. Bachelor's degree preferred. * Proficient working with Waterfall, Lean, and SAFe Agile methodologies, with a solid background in the IT industry, especially creating web applications on frameworks such as Microsoft .NET and Java. * Experience supporting Wealth Management, Private Banking, Asset Management, or Financial Services organizations, with a strong understanding of investment products, advisor workflows, client onboarding, account management, and regulatory requirements. * Experience eliciting, documenting, and validating business requirements related to compliance, suitability, investment restrictions, client restrictions, trading restrictions, regulatory controls, and policy-driven business rules within Wealth Management environments. * Knowledge of data models, Application Programming Interfaces (APIs), integration considerations/tradeoffs, thinking about edge cases, capturing requirements for configurability, and complex search. * Proven analytical and problem-solving skills working with complex business rules. * Excellent verbal and written communication skills in English, with experience communicating complex and abstract ideas and concepts. * Ability to multi-task, stay organized, and meet multiple deadlines across a variety of projects. Reactivity and adaptability will be part of your daily challenges, as the environment is always on the move. * Experience collaborating with Legal, Risk, Compliance, Operations, and Technology teams to ensure solutions align with regulatory standards, governance requirements, and organizational controls., Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. ## Description JIRA Planning Equities Backlogs Operations Leadership Consulting Management Governance Legal Risk User Story SAFe Agile Case Study Investments Multitasking Adaptability Communication Data Modeling Data Strategy .NET Framework Problem Solving Microsoft Visio Private Banking English Language Asset Management Agile Methodology Quality Assurance Business Analysis Wealth Management Client Onboarding Business Modeling Account Management Project Management Quality Management Business Valuation Financial Services Business Decisions Workflow Management Process Improvement Return On Investment Request For Proposal Strategic Objectives Business Requirements Waterfall Methodology Full Stack Development Technical Requirements Artificial Intelligence Business Transformation Requirements Elicitation Product Backlog Grooming Business Process Modeling Scrum (Software Development) Key Performance Indicators (KPIs) Application Programming Interface (API) Salesforce Admin, In this role, you'll be on the front lines helping our clients plan, create, and deliver digital experiences. Ideally, this candidate will have strong and demonstrated business analysis chops, collaboration and consulting skills. As part of our multidisciplinary team, you'll be at the center of projects and connected all the way through from concept to execution. The Business Analyst acts as a liaison between Strategists, Designers, End Users, Technologists and Quality Assurance Analysts to gather, analyze, define and document functional and/or technical requirements for technology projects to support delivery for internal and external clients. RESPONSIBILITIES * Work across a spectrum of large- and small-scale digital projects including: websites, applications, digital products and services, front and back-end systems and software * Guide technology design, development and maintenance activities which will help clients meet their business requirements and end user needs * Define digital experiences that deliver exceptional user experience and deliver on client's strategic objectives and vision * Balance user needs with our client's business goals, market viability and technical feasibility * Articulate business decisions and trade-offs to internal and external stakeholders * Assess and establish return on investment associated with recommendations * Receive and facilitate client feedback, know how and when to have a point of view on business decisions * Collaborate closely with Strategists, Designers and Technologists to define and generate solutions that meet requirements * Collaborate with clients and data strategy to establish measurable requirements and trackable KPIs * Collect, understand and create requirements documents, data and process documents (flows, diagrams and maps in Miro, Visio or similar) * Lead Use Case workshops, Business Modeling and Design walkthroughs to generate and gather requirements collaboratively with cross-functional teams * Gather and analyze complex functional and non-functional business rules and technical specifications and identify impacts to the solution * Translate requirements into detailed User Stories, Use Case documents, Backlogs (in Jira or similar) and high-level requirements for hand-off and collaborative backlog management with technical teams and subject matter experts * Carry out planning sessions with agile and scrum teams, product and project managers to establish prioritizes and delivery schedules * Participate in (and at times lead) scrum ceremonies (stand up, backlog grooming & demos) to collaboratively discuss and validate assumptions and decisions * Write test cases to ensure solutions meets quality standards; assist in the testing of applications * Participate in production support analysis by analyzing problem's root causes, identify defect's and impacts on the solution and present an improved solution to the development team * Participate in the preparation of documents such as case studies and request for proposal * Participate in process improvement by identifying standards and guidelines to improve the quality of deliverables, Timelines Operations User Story Data Analysis Agile Methodology Business Valuation Business Requirements Requirements Analysis Full Stack Development Artificial Intelligence Business Transformation Requirements Elicitation SQL (Programming Language) User Acceptance Testing (UAT) Tableau (Business Intelligence Software) +0 Google Business Intelligence Salesforce Admin Salesforce Developer Business Analyst (Wealth Management) TEKsystems Charlotte, NC*Remote Miro JIRA Planning Equities Backlogs Operations Leadership Consulting Management Governance Legal Risk User Story SAFe Agile Case Study Investments Multitasking Adaptability Communication Data Modeling Data Strategy .NET Framework Problem Solving Microsoft Visio Private Banking English Language Asset Management Agile Methodology Quality Assurance Business Analysis Wealth Management Client Onboarding Business Modeling Account Management Project Management Quality Management Business Valuation Financial Services Business Decisions Workflow Management Process Improvement Return On Investment Request For Proposal Strategic Objectives Business Requirements Waterfall Methodology Full Stack Development Technical Requirements Artificial Intelligence Business Transformation Requirements Elicitation Product Backlog Grooming Business Process Modeling Scrum (Software Development) Key Performance Indicators (KPIs) Application Programming Interface (API) +0 Google Business Intelligence Google IT Automation with Python ## Related Videos - [Data Science in Retail](https://www.wearedevelopers.com/videos/586-data-science-in-retail) - [Hacking Your Vacation: Using Data for Fun](https://www.wearedevelopers.com/videos/585-hacking-your-vacation-using-data-for-fun) - [Improving quality with Agentic AI with Rovo Dev and Xray](https://www.wearedevelopers.com/videos/2005-improving-quality-with-agentic-ai-with-rovo-dev-and-xray) - [Data Science on Software Data](https://www.wearedevelopers.com/videos/162-data-science-on-software-data) - [Breaking Silos: Successful Collaboration Between Tech & Business Teams in Complex Enterprise Systems](https://www.wearedevelopers.com/videos/1623-breaking-silos-successful-collaboration-between-tech-business-teams-in-complex-enterprise-systems) - [Microservices architecture as a key element in building trading systems for global finance markets](https://www.wearedevelopers.com/videos/1196-microservices-architecture-as-a-key-element-in-building-trading-systems-for-global-finance-markets) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Data Analyst Salary Germany](https://www.wearedevelopers.com/magazine/277-data-analyst-salary-germany) - [Data Analyst Salary Austria](https://www.wearedevelopers.com/magazine/275-data-analyst-salary-austria) - [Data Engineer Salary UK](https://www.wearedevelopers.com/magazine/253-data-engineer-salary-uk) - [The Most Popular IT Jobs on the Market](https://www.wearedevelopers.com/magazine/376-the-most-popular-it-jobs-on-the-market)