DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.
Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform. Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together. We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale. Join us!
About the Role
As a Data Product Business Analyst, you will join our Product team supporting strategic platform enhancements to drive scalability, efficiency, and risk reduction. You will collaborate with cross-functional teams, including product managers, engineers, and design teams, deep-diving into product, process, and technical structures to ensure that business requirements are well-defined, tracked, and executed. Your ability to define and document solutions effectively will be critical in delivering high-quality product features that align with business goals. This role offers the unique opportunity to directly impact our ability to scale our product offerings to a more prominent partner base. Additionally, you will be instrumental in optimizing data workflows, defining requirements for data models, and partnering with key stakeholders to ensure that our product evolves to meet current and future business needs.
What You’ll Do
- Drive data management activities focusing on data definitions, data sourcing strategies, and data models
- Partner with IT and data engineering teams to design and implement data models that meet product needs
- Collaborate with subject matter experts to document and analyze data workflows, processes, and technical structures
- Develop detailed process flows, data mappings, and system integrations to support product objectives and platform migrations
- Document data requirements for each workstream, translating them into actionable user stories, functional specifications, and process workflows
- Leverage Data Analytics to assess success metrics, identify trends, and recommend process improvements aligned with strategic objectives
- Write test cases to ensure development aligns with expected functionality and can be validated
- Support product owners in defining product roadmaps, prioritizing workstreams, and ensuring that resources are allocated effectively to meet key milestones
- Assist in production releases by working closely with developers, testers, and product managers to ensure that all functional releases align with acceptance criteria
- Participate in data quality governance, controls, and exceptions remediation process
What You’ll Need
- 3-5 years of experience as a Data Business Analyst or similar role, strongly focusing on data migrations, data modeling, or analytics-driven product work
- Self-motivated and proactive, able to work independently in a fast-paced environment, managing multiple priorities effectively
- Proven experience with data migration projects and familiarity with ETL processes
- Strong analytical skills, perform data modeling and analysis to identify trends, detect anomalies, and validate assumptions, using insights to inform strategic decisions
- Proactive problem-solving mindset, able to identify areas of opportunity for scale efficiency
- Excellent communication skills, with the ability to document requirements, manage stakeholder expectations, and communicate progress to Product Owners
- Attention to detail and organizational skills, with the ability to manage timelines, documentation, and deliverables across multiple concurrent workstreams
- Familiarity with analysis tools such as SQL, ETL tools, Google Analytics, JIRA, Confluence, Tableau, Snowflake, Databricks, or similar tools to manage analysis deliverables
- Preferred certifications in business analysis (CBAP, PMI-PBA) or data analytics (Google Data Analytics, Microsoft DA-100)
Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.
Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.
Benefits
- Competitive medical, dental, and vision insurance options
- Mental Health and family planning services
- Unlimited paid time off with ten observed holidays
- 16 weeks of paid parental leave for biological and adoptive parents
- Pre-tax commuter benefits
- $2,500 each year to invest in continued education and personal development
- $75 a month in fitness and wellness reimbursement
- Company-provided phone
- Hybrid work experience that allows for flexibility
- For in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District
*The benefits outlined above are for US employees, benefit offerings vary based on location
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.