Business Analyst - Wealth Management

Zions Bancorporation•Salt Lake, UT

21h•Onsite

About The Position

Zions Bancorporation is a leading financial services company with a strong presence in high-growth western markets. The Enterprise Wealth Management (EWM) division is experiencing significant growth and innovation, offering comprehensive financial services to affluent individuals, families, and businesses. EWM aims to help clients grow and preserve wealth while navigating complex financial situations. This Business Analyst role is crucial for driving efficiency improvements within EWM using automation tools like Power BI, Power Automate, and Power Apps. The position will contribute to creating economies of scale and building the foundation for operational processes in a strategic growth area for Zions Bancorporation. The role involves representing the business line in overseeing the integration of Wealth Data into the Bancorporation’s Data Warehouse and offers a collaborative environment where input is valued and makes a real difference.

Requirements

Hands-on technical experience in creating Power BI dashboards, Power Automate, Power Apps, data integration, Dremio and SQL.
High level expertise with Microsoft Excel, including the use of macros, pivot tables, etc.
Requires a Bachelor's business, finance or a related field and 6-8+ years experience in business process analysis, gathering and documenting business requirements or other directly related experience.
A combination of education and experience may meet requirements.
Working knowledge of data file integrations and data mapping and mining.
Experience in analysis of business process and workflow and/or process improvement recommendations.
Working knowledge of business processes analysis, business workflow and process improvement recommendations.
Knowledge of department specific processes, computer or systems applications or other knowledge skills or abilities may apply.
Ability to solve problems including multiple priorities and research conflicting and/or inaccurate data.
Solid analysis and communication skills, both verbal and written.
Solid interpersonal skills with the ability to work with both management and staff employees.
Must be able to meet deadlines.

Responsibilities

Drive efficiency improvements in the organization in Wealth Management’s operational, trading and administrator processes.
Produces, publishes, and distributes operational dashboards and reports relating to the development and performance of Wealth products and processes.
Represent Wealth Management in overseeing the integration of Wealth Data into the Bancorporation’s Data Warehouse.
Analyzes and interprets data to identify trends, patterns and opportunities for the Wealth business and its affluent clients.
Communicates analysis and interpretation to appropriate audience.
Reviews, analyzes and evaluates business processes, procedures and user needs.
Provides data analysis to support, compile and report key information for Wealth operations and business objectives.
Performs Wealth project management leadership functions as a project manager or team member.
Manages risk and develops dashboards to appropriately mitigate risk for reg 9 reviews, administrative reviews, trading and operational activities.
Other duties as assigned.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance
Paid Parental Leave and Adoption Assistance
Health Savings (HSA)
Flexible Spending (FSA) and dependent care accounts
Paid Training
Paid Time Off (PTO)
11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match
Profit Sharing
competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products