Project Manager, Business Analyst

Focus Financial Partners•St. Louis, MO

36d•$65,000 - $90,000

About The Position

The Business Analyst supports the FFP IT PMO by analyzing business processes, identifying opportunities for improvement, and implementing solutions that enhance client experience and operational efficiency. The role acts as a liaison between business stakeholders and technology teams to promote clear communication, well-defined requirements, and alignment of project goals. The position partners with wealth management stakeholders to gather and document requirements, analyzes and improves data delivery, integration, and reporting, and develops business cases, process maps, and functional specifications. It also collaborates with IT teams to translate business needs into technical requirements, leads user acceptance testing, and designs and refines Power BI reports using sources such as Asana, Snowflake, and Workday for publication in SharePoint. The role monitors project progress, communicates status to stakeholders and leadership, supports change management through training and documentation, and stays informed about relevant wealth management and business analysis developments. Focus is a financial services firm offering integrated wealth management, family office, and business management services. The position is exempt. Its stated annualized base salary range is $65,000–$90,000; actual pay may vary based on factors including experience, expertise, location, and skills. The company states that other compensation may include an annual cash bonus and a benefits package that may include medical, dental, vision, life insurance, and 401(k).

Requirements

Bachelor’s degree in business, management, or a related field.
Relevant experience in business analysis, preferably within wealth management, financial services, or a related industry.
Strong analytical, organizational, and problem-solving skills.
Excellent written and verbal communication skills.
Proficiency with Power BI, business analysis, and project delivery tools.
Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

Two or more years of business analysis experience, ideally in wealth management, financial services, or investment-related environments.
Ability to interpret complex data and business scenarios.
Excellent communication and interpersonal skills, including the ability to work effectively with stakeholders at all levels.
Proficiency in Power BI, Asana, SharePoint, and Snowflake.
Recent hands-on Power BI experience and strong working knowledge of report creation.
Knowledge of wealth management products, services, and regulatory requirements.
Strong attention to detail and organizational skills.
Self-motivation and commitment to continuous learning and improvement.

Responsibilities

Partner with wealth management stakeholders to gather, analyze, and document business requirements for new initiatives and system enhancements.
Analyze and refine data delivery, integration, and reporting using Asana, Snowflake, and Power BI.
Assess current processes, workflows, and data to identify improvement opportunities and recommend practical, scalable solutions.
Develop business cases, process maps, and functional specifications to support project delivery.
Collaborate with IT teams to translate business needs into technical requirements and support implementation.
Lead user acceptance testing, validate system changes, and confirm deliverables meet business needs and expectations.
Design, document, and refine Power BI reports using data sources such as Asana, Snowflake, and Workday for publication in SharePoint.
Monitor project progress, prepare status updates, and communicate developments to stakeholders and leadership.
Support change-management activities, including training and documentation, to promote adoption of new processes and systems.
Stay current on industry trends, regulatory developments, and best practices in wealth management and business analysis.