Senior Business Analyst
About The Position
InvestCloud is seeking an experienced professional to deliver financial technology and make an impact internally and across the company’s largest client relationships. The role calls for strong analytical and organizational skills, ownership, a record of positive results in financial technology delivery, willingness to learn, and the ability to master new skills quickly. The Senior Business Analyst formulates and defines system scope and objectives based on user needs, business systems, and industry requirements. The role devises or modifies procedures to solve complex problems for clients and the market, analyzes user needs, documents requirements, and translates them into system requirement specifications. The role reviews customer-specific requests and translates business requirements into clear, actionable documentation. It provides solutions using current product functionality or new custom functionality, partners with strategic client teams on complex issues, and responds quickly to client needs. The analyst also serves as a subject matter expert and provides thought leadership to other areas of the firm on product and client functionality.
Requirements
- Bachelor’s degree, preferably with exposure to Business Administration and/or Computer Science.
- 5 to 7 years of experience in Business or Systems Analysis in the Fintech space.
- Deep knowledge and experience with Portfolio Accounting and Performance Measurement.
- Proven ability to map data through the lifecycle of an account or account workflow.
- Strong communication skills to convey complex technical specifications clearly to clients and internal teams.
- Ability to collaborate with a cross-functional team to achieve results.
- Skill in eliciting, analyzing, specifying, and validating the business needs of stakeholders.
- Experience gathering customer requirements through interviews, workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, and scenarios.
- Demonstrated ability to work with stakeholders and project teams to prioritize collected requirements.
Nice To Haves
- Knowledge of managed accounts and the platforms that support them.
- Ability to collaborate with project sponsors to define project scope and vision.
- Experience representing the voice of the customer.
- Skill in making rapid tactical development decisions that affect functionality or usability.
- Understanding of data structures and databases, and how to use that data for integration.
- Experience with the APL separately managed accounts platform.
- Certificate of Investment Performance Management (CIPM) from the CFA Institute.
Responsibilities
- Formulate and define system scope and objectives based on user needs, applicable business systems, and industry requirements.
- Devise or modify procedures to solve complex problems for clients and the market.
- Analyze user needs, document requirements, and translate them into system requirement specifications.
- Review customer-specific requests and translate business requirements into clear, actionable documentation.
- Provide solutions based on current feature functionality or new custom feature functionality.
- Partner with strategic client teams, provide premium services for complex issues, and respond quickly to client needs.
- Serve as a subject matter expert and provide thought leadership on product and client functionality.
- Elicit, analyze, specify, and validate stakeholder business needs.
- Gather customer requirements through interviews, workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, and scenarios.
- Work with stakeholders and project teams to prioritize collected requirements.
Benefits
- Medical/Rx insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life/AD&D insurance
- Flexible Spending Account (FSA)
- Health Savings Account (HSA)
- Employee Assistance Plan (EAP)
- Health advocacy
- Voluntary ancillary plans, including accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance
- 401(k) retirement savings plan with company match
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Senior
