Description

You will drive business analysis across corporate finance and advisor operations projects.

Responsibilities

• Elicit, analyze, and document business requirements, including user stories and process maps.
• Manage the backlog, prioritization, and acceptance criteria for engineering deliverables.
• Analyze advisor performance metrics and compensation structures to inform strategy.
• Define and implement onboarding workflows for new advisors, ensuring compliance.
• Support AI initiatives by identifying automation and data integration opportunities.

Required Skills

• 6+ years of experience in business analysis, preferably within financial services or wealth management.
• Knowledge of corporate finance principles and advisor compensation models.
• Competency in documenting current and future state processes related to data ecosystems.
• Experience defining requirements for UI development.
• Proficiency with DevOps, Dynamics 365 Finance & Operations, and Alteryx.
• Experience with Power BI, Solver, and Jaccomo.
• Demonstrated ability in stakeholder management and risk assessment.
• Strong critical thinking and enterprise perspective.

Key Skills

Education

Any Gradute