As a member of the Operations & Analytics (O&A) department, the Business Analyst will support growth and innovation initiatives and help drive the firm towards continual operational efficiency. Reporting directly to the Chief Operating Officer, the Business Analyst will be a key driver in enhancing our wealth management operations by identifying and implementing new strategies, optimizing workflows, and leveraging cutting-edge analytics. This individual will act as a strategic partner across the organization, translating complex business needs into actionable, high-quality requirements and solutions that improve efficiency, scalability, and client experience. This role is for a highly analytical and innovative individual who can drive change through data-driven insights and process improvements. This role is located in Boston, MA.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Bachelor's degree
Number of Employees
101-250 employees