Business Analyst

 (3+ years exp)
$50k – $80k • No equity
Published: 1 month ago
Avatar for Wealth Access

Wealth Access

We are an innovative wealth management technology firm providing solutions for investors

Job Location

Job Type

Full Time

Visa Sponsorship

Not Available

Relocation

Allowed

Hiring contact

Erin Campbell

The Role

Job Summary
Wealth Access is looking for a Business Analyst to act as the liaison between the business client, the business development team, product management team, and the technical organization, by planning and directing the analysis of the client’s business problems and its conversion to high-quality requirements documentation.

Join our fast-growing Fintech company where you will be making everyday impact.

Responsibilities

Develop proposed solutions to clients and prospects by articulating approach and strategy as it directly relates to meeting project and business objectives
Participate in team collaboration to understand project requirements and translate those requirements into clear and comprehensive user stories
Manages broad functional projects and/or participates as a SME project resource on larger initiatives, and business development opportunities
Identify interdependencies between various projects and implementation tasks
Provide thought leadership to the product and development teams
Build enduring relationships with our clients and strategic partners
Drive productivity and revenue through project implementations
Define, manage and/or participate in process improvement projects
Multi-task in high pressure situations
Identifies opportunities and facilitates significant improvements to processes and systems
Performs complex tasks under minimal supervision and has discretion to deviate from established procedures and guidelines
Coaches and provides on-the-job training for other team members
Skills and Qualifications

Bachelor's Degree in Finance, Business, or related field
3+ years of business analysis experience, preferable in financial services or technology organizations
Domain experience in wealth/investments and financial services
Understanding of Agile methodologies, especially prioritization and management of flexible scope
Proficient in the use of relevant software tools, including Jira, Salesforce.com, MS Office Suite
Strong work ethic, highly organized, detail-oriented, and results driven. Proactive with a high sense of urgency
Strong written / verbal communication, and interpersonal skills
Strong analytical and problem-solving skills
Ability to work independently with minimal supervision, and in a team setting
Ability to manage tasks/projects concurrently
Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Disability insurance
Health insurance
Paid time off
Retirement plan
Vision insurance
Schedule:

Monday to Friday
Supplemental Pay:

Bonus pay
Education:

Bachelor's (Required)
Experience:

wealth/investments and financial services: 3 years (Preferred)
Agile methodologies: 3 years (Preferred)
Business analysis: 3 years (Required)
Jira: 1 year (Preferred)
Company's website:

https://www.wealthaccess.com/
Work Remotely:

No

Similar Jobs

BluWave, LP company logo
BluWave, LP
Value Creation Network & Business Intelligence for Proactively Managed Businesses