The Strategy and Innovation Team is looking for a business analyst to play an instrumental role in driving the success of our firm’s technology initiatives. This hands-on role involves comprehensive relationship management, complex problem-solving, delivering valuable business solutions, and a readiness to learn and grow within the team.
The successful candidate will have prior experience working in team-oriented projects, an understanding of business processes, and an aptitude for identifying ways in which technology can provide business benefits. They will work closely with both business stakeholders and technical teams, providing valuable support for key projects.
The ideal candidate will display a proven track record of partnering with business groups, gaining a deep understanding of their processes, identifying ways in which technology can provide business benefit, and ultimately delivering holistic, impactful solutions to meet a variety of business challenges.
The individual will function as the main interface between stakeholders and technical teams driving and managing the successful execution of key projects. The role requires the ability to mobilize cross-functional teams towards agreed upon goals and will be reporting progress on their portfolio of initiatives on a continual basis. The right candidate will have a demonstrable history as an effective leader who appreciates teamwork, cross-departmental collaboration, and a positive work atmosphere.
We operate in a flexible, problem-solving environment that encourages people to think outside the box when developing processes and tools for the project at hand. The person in this role needs to be a proactive thinker who considers the goals of the group and project when performing tasks. The candidate should have excellent problem-solving skills, keen attention to detail, an inquisitive nature, a passion for excellent service, the ability to self-start and be resourceful, and an understanding of technology.
Key Responsibilities:
- Strategy and Planning: Work in close collaboration with the business to develop an understanding of firm’s services and team-specific business processes, data needs, and system use. Adhere to Agile best practices and embrace a culture of continuous improvement.
- Requirements Gathering: Assist in analyzing business issues, processes, and systems and identifying areas for optimization. Work with business users to gather requirements, helping them to define needs, challenge assumptions and refine details. Produce effective documentation for stakeholders and developers that creates a common understanding of complex issues. Collaborate with IT teams to align business requirements with technical solutions. Create user stories and perform integration and user acceptance testing, reporting issues clearly and promptly.
- Project Delivery: Contribute to the successful execution of key projects, creating requirements documentation, necessary training materials and test plans to ensure successful delivery.
- Stakeholder Management: Build productive relationships with business stakeholders, sponsors, technology colleagues, and technology vendors. Effectively communicate complex concepts to diverse stakeholders.
- Data Analysis and Reporting: Gather, manipulate and analyze data. Assist in preparing data-driven insights and interpreting complex data sets to identify trends, patterns, and opportunities for improvement.
Requirements:
- Bachelor’s Degree and 2-4 years of Business Analyst experience within the financial sector
- Basic understanding of software development, Agile and Waterfall project management methodologies.
- Strong analytical and excellent problem-solving skills
- Intellectually curious and optimistic. Willing to change, open to hearing new information, holds views lightly
- High level of attention to detail
- Experience working in team-oriented projects
- Excellent written and verbal communications and interpersonal skills; ability to describe detailed problems with brevity and accuracy.
- Accountable. Driven to deliver results on time and to the very highest standards.
- Ability to manage time and handle multiple projects concurrently.
- Familiarity with various systems preferred including Project management tools (JIRA) and MS Office products: Excel, Word, PowerPoint, OneNote, SharePoint.
What We Offer:
- Competitive base salary and incentive compensation.
- Company subsidized medical/Rx, dental and vision insurance for employee, partner & dependents.
- 401K plan, Life insurance, and short & long-term disability coverage.
- One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
- Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
- Personalized development and career growth opportunities.
- Volunteerism opportunities and matching gift program.
- Flexible time off, paid parental leave, and Sabbatical with company tenure.
- Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.
Additional Information:
Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $75,000 and $87,500 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.