Lead, Business Systems Analyst - PGIM Technology (Hybrid - Newark, NJ)

Description

The role is a Lead Business Analyst position on the Plan Accounting Technology team at PGIM, the investment management arm of the company, in the Technology area covering agile delivery and product work.

The analyst acts as the main link between Technology and the Separate Account and Trust Operations business, working on accounting and trading platforms and reporting services.

The role is hybrid, combining work from the Newark, New Jersey office with remote work.

The team works as a Scrum team inside a SAFe Agile framework.

Responsibilities

• Act as the primary liaison between Technology and the Separate Account and Trust Operations business.
• Work with business stakeholders, product owners, technology leads, engineers, quality engineers and delivery staff to improve strategic accounting and trading platforms and reporting services.
• Turn business needs into clear requirements and specifications, coordinate delivery across project teams and help resolve complex business problems while keeping work on schedule and within budget.
• Turn complex investment accounting needs into clear requirements and coordinated delivery.
• Gather, challenge and convert business needs into requirements, user stories, acceptance criteria, process flows, data mappings and specifications, working with the Product Owner to keep a prioritized backlog ready for delivery.
• Work with technology leads to shape technical designs, assess end-to-end system impact and deliver solutions that improve business outcomes.
• Investigate complex technology, data and business process issues, using SQL to examine accounting, valuation and reference data, answer business questions and support decisions.
• Plan, run and resolve defects in system, integration, regression and user acceptance testing with Quality Automation Engineers.
• Take part in SAFe Agile ceremonies, including PI Planning, backlog replenishment, standups, sprint reviews and retrospectives, and help with release planning.
• Support conversion and upgrade projects, onboarding of new data feeds and multi-platform integration work.
• Use enterprise-approved AI tools, including Microsoft Copilot, Atlassian Rovo and Claude Code, to speed up requirements analysis, documentation, data investigation, test preparation and delivery, applying judgment, validation and responsible-use practices.
• Set and manage delivery dates that meet client requirements, working with clients, business stakeholders and technology teams across the project lifecycle.
• Improve analysis practices, documentation standards and tooling, and coach others along the way.

Requirements

• Bachelor's degree in Finance, Accounting, Computer Science, Information Systems, Engineering or a related field, or equivalent experience.
• 7+ years of business or systems analysis experience delivering technology change, ideally in financial services, with an understanding of financial concepts, metrics and business outcomes.
• Experience gathering and documenting clear business and functional requirements from business artifacts, systems documentation and stakeholder interviews.
• SQL and relational database knowledge, with hands-on experience querying and reconciling data.
• Experience with Agile development practices and tools such as JIRA and Confluence.
• Apply analytical thinking, critical judgment and structured problem-solving to find root causes, weigh alternatives and turn analysis into practical recommendations and decisions.
• Explain complex business and technology concepts clearly, build constructive relationships and act as an effective liaison across business and technology teams.
• Work independently, manage competing priorities and use sound judgment to handle unfamiliar challenges with practical recommendations and decisions.
• Nice to have: business or systems analysis experience in investment management or financial services, with knowledge of valuation, fee calculation, trading and reporting for separate accounts, mutual funds or related investment vehicles.
• Nice to have: experience delivering conversion, upgrade, data-feed and multi-platform integration initiatives in a SAFe Agile environment, with familiarity with Test-Driven Development and CI/CD practices.
• Nice to have: understanding of retirement DB and DC plans, fixed income products and funds of funds.
• Nice to have: familiarity with the Microsoft data and automation ecosystem, including Power BI, Power Automate, Power Platform and Microsoft Fabric; experience using these tools for reporting, workflow automation, data integration or decision-support solutions is a strong differentiator.

Conditions

Hybrid work arrangement, split between the Newark, New Jersey office and remote work.

Full-time role on a Scrum team within a SAFe Agile framework.

Equal opportunity statement omitted from this posting.

Benefits

• Competitive base salary, with yearly bonus potential at every level.
• Medical, dental and vision coverage, life insurance, disability insurance, Paid Time Off (PTO) and leave of absence, including parental and military leave.
• 401(k) plan with company match of up to 4%.
• Company-funded pension plan.
• Wellness program with up to $1,600 a year reimbursed for items that support personal wellbeing.
• Work/Life Resources covering parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health and career development.
• Education benefit to help fund traditional college enrollment toward an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: shares bought at 85% of the lower of the beginning or end price of the purchase period.
• Eligibility for a discretionary annual incentive program, subject to its rules; any award depends on factors including individual and organizational performance. Some benefits may not apply to part-time employees scheduled for fewer than 20 hours a week.