About the role

  • Business Analyst leading projects and providing consultative support in wealth and investment. Analyzing processes, recommending practices, and ensuring compliance for operational success.

Responsibilities

  • Leads assigned projects and/or provides advanced specialized consultative support to other team members
  • Maintains in-depth knowledge of business processes and applications
  • Analyzes existing processes and systems and identifies technical or procedural improvements
  • Recommends business practices to optimize use of business process/system(s)
  • Develops operational procedures for products, services and systems
  • Designs processes to meet regulatory requirements
  • Develops and generates special and ad hoc reports
  • Provides technical support to business unit, customers, management and other users
  • Serves as liaison between software vendors and business process system users and other corporate areas
  • Performs other duties as assigned

Requirements

  • Bachelors degree
  • At least 5 years of related experience
  • High School diploma with 9 years of experience/education in a related field may be considered
  • Strong proficiency with Microsoft Office Suite
  • Excellent analytical and mathematical skills
  • Excellent written and verbal communication skills
  • Ability to multi task and work in a fast paced environment with excellent troubleshooting, problem solving and organizational skills
  • Keen attention to detail
  • Ability to identify continuous improvement opportunities and solutions
  • Proficiency in managing multiple priorities and ability to re-prioritize as appropriate
  • Ability to think strategically
  • Understanding of Project Management methodologies

Benefits

  • health insurance coverage
  • wellness program
  • life and disability insurance
  • retirement savings plan
  • paid leave programs
  • paid holidays
  • paid time off (PTO)

Job title

Wealth & Investment Business Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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