Annuity Product Analyst

TruStage•Madison, WI

4d•$73,100 - $109,700•Hybrid

About The Position

The Annuity Product Analyst supports business decisions by analyzing internal and external data, producing ongoing and ad-hoc reports, and serving as a project resource on departmental and cross-functional initiatives. The role provides analysis, insights, and recommendations to product and business leaders; monitors results and investigates changes in performance; and helps maintain the integrity and compliance of business processes. This is an entry-level-to-professional progression role involving structured assignments, routine problem-solving using established procedures, and technical contributions while managing an individual workload. The analyst helps implement solutions by reviewing data, determining and communicating project or program requirements, supporting business cases, translating and analyzing requirements, and potentially informing test-case design, process changes, scope, acceptance, installation, and deployment. The position receives guidance from others and may be assigned additional duties.

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 skills.
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 to leaders.
Maintain periodic and ad-hoc reports as needed by the business.
Serve as a subject matter expert for business and technology requirements and prioritize critical reporting needs.
Work with cross-functional teams to support an effective end-to-end business management process.
Monitor the integrity of business processes and help ensure compliance requirements are followed.
Review data, determine project or program requirements, and communicate them clearly to stakeholders, facilitators, and partners.
Assist with business cases, organizing and translating requirements, requirements analysis, and simplifying requirements.
Use requirements to help design or review test cases, process change requests, and manage project scope, acceptance, installation, and deployment.
Manage workload and provide technical contributions while completing structured assignments.