Project Manager, Business Analyst

Focus Financial Partners•St. Louis, MO

4d•$65,000 - $90,000

About The Position

The Business Analyst supports the Focus Financial Partners IT PMO by analyzing business processes, identifying opportunities for improvement, and implementing solutions that enhance client experience and operational efficiency. The role serves 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 define business requirements and works with IT teams to translate business needs into technical requirements. It also analyzes data delivery, integration, and reporting; develops business cases, process maps, and functional specifications; supports project implementation and user acceptance testing; and creates Power BI reports for publication in SharePoint. The role monitors project progress, communicates status, supports change management, and stays current on industry trends, regulations, and business analysis practices. This is an exempt position. The annualized base salary range is $65,000–$90,000. Actual base pay may vary based on experience, subject matter expertise, work location, and skills. Compensation may also include an annual cash bonus and benefits, including medical, dental, vision, life insurance, and 401(k). The job title may change based on the selected candidate’s experience and education.

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 interpersonal skills and 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.

Responsibilities

Partner with wealth management stakeholders to gather, analyze, and document requirements for new initiatives and system enhancements.
Analyze and refine data delivery, integration, and reporting in Asana, Snowflake, and Power BI.
Assess processes, workflows, and data to identify improvements 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 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.