Technical Business Analyst

    • Chicago, IL


NextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors, whether they're saving for retirement in a 401(k) & IRA or investing in a taxable brokerage account. Our open-architecture digital advice solution provides better outcomes for our partners and individual investors by offering integrated account aggregation, analytics, planning and portfolio management, and customizable advice methodology and fiduciary roles.


Known as Technical Software Designers at NextCapital, we're looking for a talented and highly motivated individual to join our team. As a growth stage technology company, NextCapital is seeking candidates eager to play a vital role in shaping our proprietary software platform as we scale. Learn more about us at


  • Collect and analyze requirements from external partners and internal stakeholders
  • Translate business requirements into technical specifications with acceptance criteria, implementation strategy documentation, and rollout plans
  • Interact with enterprise partners to support systems integration milestones and new feature development
  • Collaborate with Software Engineers to design, execute, and test your team's solutions
  • Become an expert in one of our primary product areas
  • Leverage technical and business domain knowledge to improve your product's features and underlying architecture
  • Work with Product and Delivery Managers to plan and prioritize your team's design and development work

  • Own feature implementation, delivery, or systems integrations with our partners
  • Lead a team of engineers and designers, facilitating work management and organizational reporting
  • Drive informed decision making and strategy within a given product area
  • Become a subject matter expert within parts of our technical stack or feature set

At this time, NextCapital will not sponsor a new applicant for employment authorization for this position

  • You have a Bachelor's degree in Computer Science, Information Technology, Information Systems, Finance, or equivalent experience in software development or financial services
  • You have experience or interest in working with external clients throughout the software development lifecycle
  • You have prior programming experience or an interest in learning software development concepts and working with data models
  • You have demonstrated experience driving and executing on use cases, test cases, sequence diagrams, and feature documentation
  • You have experienced the software development lifecycle, leveraging development methodologies such as Agile, Waterfall, or Lean
  • You possess excellent communication skills and can easily organize your thoughts into clear, consumable deliverables
  • You are a creative thinker who understands the big picture as well as the details

  • 1+ years of consulting or customer-oriented work experience is strongly desired
  • Experience with financial services or retirement planning concepts
  • Experience juggling multiple priorities and overlapping project timelines

  • Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
  • Receive great benefits like stock options, employer 401(k) match, and employer contributions to health, dental and vision coverage
  • Enjoy a casual work environment surrounded by top quality designers & engineers that enjoy working with each other
  • Get in on the ground floor of a growth stage company where you can have a real impact on the company's future
  • Participate in company-sponsored sporting leagues, wine tastings, fantasy football leagues, hackathons and other fun events
  • Enjoy a newly built out office on Michigan Avenue with unobstructed views of the lake and Millennium Park
  • Sip locally roasted coffee, iced tea, cold brew, or espresso at your modular sitting/standing desk

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