Business Analyst supporting clients at d1g1t's enterprise wealth management platform. Collaborating on data analysis, new client implementations, and operational support for existing clients.
Responsibilities
Assist in analyzing, cleaning, and loading data into the d1g1t platform.
Configure d1g1t platform and on-board users in accordance with their business requirements.
Oversee daily reconciliation process.
Participate in the software delivery process to d1g1t clients including testing, documenting system usage and operational processes and training users.
Provide client support on most functional and data related matters.
Help build the best possible experience for our clients.
Work as part of the team to understand client current and future requirements.
Maintain knowledge base & internal documentation that would enable effective client support & improve client experience.
Act as a strategic partner to product teams.
Develop reports and dashboards for the team to monitor and report on client success.
Identify product requirements that would drive operational efficiencies.
Requirements
Undergraduate degree in quantitative or business field
1-5 years of relevant experience, preferably in financial markets or investment management
An entrepreneurial and resourceful mindset
Proactive problem solver
Strong analytical skills and attention to details
Passionate about client success
Strong interest in finance and wealth management space with the desire to learn
Great listener and communicator.
Benefits
Competitive compensation package with bonus and comprehensive healthcare benefits
Employee and Family Assistance Program
Fitness and Wellness Credit
Continuing Education Allowance
Flexible hours and hybrid-work policy (2 days per week in the office)
Ability to work abroad for up to 2 months in a year (some conditions apply).
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