Annuity Product Analyst

TruStage • Madison, WI

3d

About The Position

This position supports business decisions through analysis of internal and external data, ongoing and ad-hoc reporting, and project work on departmental or cross-functional initiatives. The analyst provides insights and recommendations to product and business leaders, monitors results, researches changes in performance, and recommends solutions. The role also serves as a subject matter resource for business and technology requirements and reporting priorities, and works with cross-functional teams to support end-to-end business management and compliance processes.

The position performs structured assignments using established procedures, manages its own workload, and receives guidance from others. It helps implement solutions by reviewing data, determining and communicating project or program requirements, supporting business cases, organizing and simplifying requirements, and assisting with requirements analysis. The analyst may also use requirements to inform test-case design or review, process change requests, and manage project scope, acceptance, installation, and deployment. Other duties may be assigned.

Requirements

• Bachelor's degree in Business, Finance, Risk Management, or a related field, or equivalent work experience.
• 0–3 years of relevant experience.
• Proven project management skills, including the ability to plan and organize work effectively to meet deadlines.
• Strong communication skills.

Nice To Haves

• Microsoft Excel/VBA experience.
• Experience managing large data sets.

Responsibilities

• Analyze internal and external data to support business decisions.
• Provide analysis, insights, and recommendations to product and business leaders.
• Monitor results, research causes of performance changes, and recommend solutions.
• Maintain periodic and ad-hoc reports as needed by the business.
• Act as a subject matter expert for business and technology requirements and prioritize critical reporting needs.
• Work with cross-functional teams to support sound end-to-end business management processes.
• Monitor the integrity of business processes and ensure compliance requirements are followed.
• Review data and determine project or program requirements; communicate them clearly to stakeholders, facilitators, and partners.
• Assist with business cases, organizing and translating requirements, and requirements analysis.
• Use requirements to help design or review test cases, process change requests, and manage project scope, acceptance, installation, and deployment.
• Manage own workload and provide technical contributions.

Benefits

• Medical, dental, and vision coverage.
• Employee assistance program.
• Life insurance and disability plans.
• Parental leave.
• Paid time off.
• 401(k).
• Tuition reimbursement.
• Potential eligibility for an annual incentive (bonus) plan.
• Flexible workplace intended to support work-life balance.

What This Job Offers

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