Senior Business Analyst
About The Position
Avantos is building an AI-native operating system for financial services that unifies fragmented data, automates complex processes, and embeds intelligent decision-making across client workflows. The Senior Business Analyst will join the Product team and bridge clients, client-facing teams, and product development. Working closely with Product, Engineering, and Client teams, this role translates business needs into clear product requirements, documents business rules, and helps shape scalable solutions across financial services. The initial focus is wealth management, particularly account opening, funding, and custodian integrations, with the opportunity to develop expertise in insurance, banking, and other financial services domains as the platform expands.
Requirements
- At least 5 years in a business analyst, operations, or product role.
- Strong analytical and problem-solving skills, including the ability to break down complex business processes.
- Comfort working with ambiguity, asking questions, and figuring things out without having all the answers upfront.
- Strong communication skills and ability to work across technical and non-technical teams.
- Curious, proactive, and willing to learn new domains and technologies.
Nice To Haves
- Experience as a Business Analyst or Subject Matter Expert in financial services.
- Experience working with technology teams to build financial services products.
- Experience working directly with clients and business stakeholders.
- Familiarity with wealth management operations, account opening, funding, or custodian integrations.
- MBA or advanced technical degree.
Responsibilities
- Work with Client and Product teams to understand client needs and translate them into product requirements and use cases.
- Research, document, and maintain business rules across custodian integrations, workflows, and financial products.
- Identify common patterns across clients to help build reusable, scalable product capabilities.
- Collaborate with Engineering and Product to clarify requirements, resolve edge cases, and support implementation.
- Develop expertise in new financial services domains as the platform expands.
Benefits
- Competitive compensation and meaningful equity.
- Opportunity to define the technical foundation of a greenfield AI platform.
- A culture optimized for technical excellence, focus, deep work, and ownership.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
