We’re looking for a data focused Business Analyst with strong wealth management knowledge. This role will bridge business needs with data insights, helping shape how we view revenue generation and client suitability.
Key Responsibilities:
- Ability to build and manage relationships with senior leaders providing thought leadership for informed decision making
- Ability to collaborate and guide discussions on approach, scope, etc. with various stakeholders.
- Collaborate with cross-functional teams, including sales, product, analysts, legal, PR, development, QA, etc. to deliver accurate positioning and storytelling of products and solutions.
- Elicit and document business requirements in order to construct personas, identify user profiles, and write requirement documents .
- Translate complex financial metrics (capital allocation, revenue attribution, cost of capital, etc.) into actionable specifications.
- Ability to work on process mapping and gap analysis by documenting the current state and future state workflows with alignment with data architecture and business goals.
- Support user acceptance testing (UAT), scenario modeling, and reporting requirements for executive dashboards and assist in change management, training, and communication efforts during tool rollout
Required Skills & Experience:
- 8+ years of experience as a Business Analyst gathering requirements for Wealth Investment and/or Lending Products and pricing solutions.
- Must have in-depth knowledge of gathering Data and functional requirements for identifying prospecting clients, risk profiling, pricing, capital
- Proficiency in MS Office Suite (Excel, PowerPoint, Outlook, Word, Power BI).
- Excellent written and verbal communication skills for productive discussions, requirements gathering, and problem solving.
Assets:
- Experience with Data visualization tools like Power BI
Pay rate starting at $70/hr depending on relevant skills & experience
