Demo

Technical Business Analyst

American Trust Custody
Pittsburgh, PA Full Time
POSTED ON 6/6/2026
AVAILABLE BEFORE 7/5/2026

Job Summary:

The Technical Business Analyst, reporting to the Trust & Custody Solutions Manager, will gather and document business and user requirements pertaining to new features for, and enhancements to, American Trust Custody’s web-based financial platform, and they will translate these business requirements into functional specifications for use by the development team. The Sr. Technical Business Analyst will serve as the liaison between the internal and external business community—clients, partners and employees—and the development team where you will bridge the technical gap between business requirements and the needs of the development team.


This position is a hybrid role for candidates in Pittsburgh, PA.


We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.



Duties/Responsibilities:

  • Document business and user requirements with acceptance criteria and writing functional specifications for use by the development team.
  • Coordinate, schedule, prepare agendas for, facilitate and participate in customer enhancement-focused collaboration sessions, Scrum meetings and sprint planning meetings, with internal and external audiences.
  • Collaborate with the development team, product and training specialists, business development team, product management personnel and upper management on various activities to improve product offerings.
  • Instinct to ask relevant probing questions that get to the "why" behind business requests to achieve successful outcomes.
  • Lead demonstrations, user acceptance testing, and occasional training activities around the release of new enhancements or functionality and write product documentation.
  • Write/maintain test plans, test cases and test scripts, and perform functional, regression and scalability testing.
  • Manage a portfolio of complex projects that span one or multiple teams or systems.
  • Create visual modeling or diagramming of current and proposed workflows.
  • Generate feature enhancements and bug cases in the issue tracking system.
  • Understand interdependencies between technology, operations, and functional goals.
  • Perform research and root cause analysis to determine the cause of system issues, and find an approach to resolve noted issues.
  • Identify, document and report discovered product anomalies.
  • Serve as a resource for development, clarifying requirements throughout the software development life cycle.



Qualifications:

  • Bachelor’s degree in Business/Finance/Technology
  • Project Management Professional (PMP) Certification or International Institute of Business Analysis (IIBA), CCBA or CCBP a plus
  • 3 years of experience writing functional specifications for development team to use in coding, preferably pertaining to new features and enhancements for a web-based application
  • Experience with Azure DevOps is preferred
  • Experience in Web services / API’s platform is a plus
  • Ability to write intermediate SQL queries and experience using SQL Server Management Studio (SSMS) desired
  • Perseverance and fortitude to learn and grasp complex financial concepts and processes
  • Strong analytical and problem-solving skills
  • Experience working in an Agile development environment using Scrum framework and sprints
  • Strong verbal and written communication skills
  • Ability to multi-task, prioritize and work efficiently while preserving accuracy and attention to detail
  • Energetic self-starter, with the ability to work independently



Who We Are:

EdgeCo Holdings is made up of several affiliated financial services companies, including AmericanTCS Holdings and NewEdge Capital Group. For over four decades, the EdgeCo companies have provided a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions.


AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies, divisions, and brands, including American Trust Custody, American Trust Retirement, American Trust Wealth, American Technology Automation (Pension Pro and Hub ), and FiduciaryxChange. Together, they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $600 billion assets and supports over 425K retirement plans.



What We Offer:

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).


Applications will be accepted on an ongoing basis.

Salary.com Estimation for Technical Business Analyst in Pittsburgh, PA
$76,996 to $95,127
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