Business Analyst – Master Data Management (MDM) & Investment Product Catalog

Location: New York, NY
Employment Type: Full-time
Team: Wealth Management Technology – Investment Product Platform

About the Role

We are looking for a strategic Business Analyst to own the development of a Master Data Management (MDM) solution and a unified investment product catalog as part of our next-gen wealth management platform. This is a full lifecycle role—from concept and interface design to data modeling and release management.

You will partner closely with product, UX/UI, technology, and investment teams to deliver a centralized source of truth for all investment offerings, ensuring data integrity, consistency, and accessibility across the enterprise.

Key Responsibilities

• Lead end-to-end business analysis for the creation of a master investment product list (e.g., mutual funds, ETFs, SMAs, alternatives).

• Define metadata, classifications, and attributes for all investment vehicles.

• Collaborate with UI/UX designers to build intuitive interfaces for internal users to search, select, and maintain product data.

• Work with developers and data architects to establish MDM frameworks and governance processes.

• Gather feedback from end-users to continuously enhance product features and data quality.

• Manage the product lifecycle of investment options, from onboarding through deprecation.

Qualifications

• 5+ years as a Business Analyst or Product Analyst in financial services, with strong exposure to investment product data.

• Experience in Master Data Management, product taxonomy, or reference data systems.

• Strong understanding of investment product structures and attributes.

• Demonstrated ability to work from front-end design through to backend data implementation.

• Excellent analytical and communication skills; comfortable working with both business and technical audiences.

• Familiarity with Agile/Scrum, Jira, and product development best practices.