Business Analyst

Overview:

The Business Analyst is responsible for supporting and improving business functions, including Corporate Finance, Advisor Performance & Compensation, and Advisor Onboarding. The position involves analytical work, collaboration with multiple teams, and an interest in emerging technologies, such as Artificial Intelligence.

Responsibilities:

• Lead and support cross-functional projects related to corporate finance and advisor operations.
• Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management.
• Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track.
• Analyze advisor performance metrics and compensation structures for strategic decision-making.
• Define onboarding workflows for new advisors, ensuring compliance and operational preparedness.
• Facilitate communication among stakeholders to ensure clarity and alignment.
• Support AI-related initiatives by identifying opportunities for automation, data integration, and reporting.

Qualifications:

• Experience in business analysis, ideally within financial services or wealth management.
• Knowledge of corporate finance principles and advisor compensation models.
• Background in defining and implementing business workflows.
• Strong communication and stakeholder management abilities.
• Capable of independent and collaborative work in a changing environment.
• Competent in documenting current and future state processes related to Company’s data ecosystem and digital experience.
• Experience with UI development, including requirements definition and design.
• Demonstrates critical thinking and an enterprise perspective.
• Familiarity with systems and tools used at the Company, such as DevOps, Dynamics 365 Finance & Operations, Alteryx, Power BI, Solver, Jaccomo.

Culture Fit:

We look for individuals who align with the organization’s values:

• Focus on quality and impact.
• Emphasis on teamwork and collaborative engagement.
• Commitment to respectful, inclusive, and shared success.
• Adherence to integrity, excellence, and client-focused service.
• Intellectual curiosity and openness to innovation.
• Ability to work effectively in a collaborative, transparent, and accountable setting.
• Adaptable and proactive approach to problem-solving.