Sr Business Analyst, Wealth

Apex Fintech Solutions • New York, NY

4d • Hybrid

About The Position

The Sr Business Analyst plays a key role in understanding business needs, analyzing requirements, and translating them into functional solutions. They work closely with stakeholders to identify opportunities for process improvements, system enhancements, and strategic initiatives. The Business Analyst utilizes their analytical skills, domain knowledge, and technical expertise to gather and document requirements, conduct feasibility studies, and support the successful implementation of projects. This role requires strong communication skills, critical thinking, and the ability to collaborate effectively with cross-functional teams.

Requirements

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Detail-oriented with a focus on accuracy and quality.
• Proficiency in business analysis techniques, tools, and methodologies.
• Familiarity with software development lifecycles and project management methodologies.
• Ability to understand complex business processes and translate them into functional requirements.
• Strong documentation and technical writing skills.
• Proficiency in using business analysis software and tools.
• Ability to work independently and in a team environment.
• Strong organizational and time management skills.
• Bachelor's degree in Business Administration, Information Systems, or a related field.
• 5+ years of work experience in business analysis, or a similar role

Nice To Haves

• Knowledge of data analysis and visualization tools is desirable.
• Broker Dealer products, operations and wealth solutions knowledge preferred

Responsibilities

• Collaborate with stakeholders to understand and document business needs, objectives, and requirements.
• Analyze and translate business requirements into detailed functional specifications.
• Conduct stakeholder interviews, workshops, and brainstorming sessions to elicit requirements and gather necessary information.
• Perform gap analysis to identify areas where current processes or systems fall short of meeting business needs.
• Collaborate with cross-functional teams to identify and recommend process improvements, system enhancements, and strategic initiatives.
• Create and maintain comprehensive documentation of business requirements, use cases, and user stories.
• Conduct feasibility studies and cost-benefit analysis for proposed solutions.
• Work closely with development teams and project managers to ensure the successful delivery of projects.
• Participate in system testing and support user acceptance testing activities.
• Provide ongoing support and troubleshooting for business systems and applications.
• Stay updated on industry trends, best practices, and emerging technologies related to business analysis.
• Act as a liaison between business stakeholders and technical teams to facilitate effective communication and understanding.
• Assist in training and knowledge transfer to end-users and stakeholders on new systems and processes.

Benefits

• healthcare benefits (medical, dental and vision, EAP)
• competitive PTO
• 401k match
• parental leave
• HSA contribution match
• paid subscription to the Calm app
• generous external learning and tuition reimbursement benefits
• hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level