Demo

Front Office Research Technology Business Analyst

Jean Martin, Inc
York, NY Full Time
POSTED ON 11/12/2026
AVAILABLE BEFORE 12/10/2026

Title:  Front Office Research Technology Business Analyst
Location: New York, NY

Job Summary

About the team

Advisory Technology Training (ATT) is a technology training team that supports the Global Research business. The team is located in New York, London, Hong Kong & Krakow and supports over 1000 Research Analysts & Associates and Investment Bank staff.

The team’s objective is to ensure proprietary Investment Bank Research, CRM, desktop & mobile technology platforms are used optimally by revenue- and non-revenue-generating end-users globally.

Role

The three pillars of an ATT team member are:

  1. Training content creation & management
  2. Business analysis, change management and training support
  3. Artificial intelligence thought leader

Responsibilities

  • Engage users of research technology applications to ensure users can fully leverage the applications available to them though training and support
  • Raise awareness of research applications, key features and how these can support core business processes within the Research department
  • Plan and lead change management initiatives including communications plans, training, documentation and support for new applications or application features
  • Work closely with users to Identify AI opportunities within the current business processes and drive these ideas through to solutions
  • Propose new ideas around improving access to training service and content ultimately improving applications knowledge among users
  • Report feedback and further requirements for enhancements from users and communicate these to business analyst teams
  • Participate in user acceptance testing (UAT) of Client’s proprietary products as part of knowledge gathering
  • Help facilitate and run usability sessions and/or pilot schemes with respect to application design and requirements
  • Produce client-facing training materials such as online guides, eLearning tools, PowerPoint decks and emails
  • Maintain team website & other internal team tools and process documentation
  • Produce metrics on team responsibilities and goals

Competencies

  • Strong verbal and written communication ability in English
  • Excellent presentation skills
  • Experience with using AI tools and ideally some computer programming knowledge eg in Python, VB Script
  • Data analytics and reporting skills, ideally in Excel, Power BI
  • Able to build rapport with research analysts/users and identify business requirements and implement ideas
  • Creative problem solver able to handle uncertainty
  • Passion to learn and grow is essential
  • Experience in working in a global organisation and/or virtual team environment across multiple time zones
  • Works well in a matrix organisation with global stakeholders – ability to influence without authority
  • Team player as well as being able to work independently to do what it what it takes to get the job done
  • Knowledge of Investment Banking/Research and/or finance/economics/accounting background
  • Project Management experience would be helpful
  • IT support experience would be helpful

Salary.com Estimation for Front Office Research Technology Business Analyst in York, NY
$86,510 to $104,913
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