The Business Analyst is responsible for optimizing service performance across existing systems and new development initiatives within the Retirement Services function. This role partners closely with Product Owners and agile teams to define requirements, document user stories, and ensure delivery of high-quality, scalable solutions aligned to strategic priorities.
Key Responsibilities
- Define and document user stories and acceptance criteria aligned to business needs
- Support Product Owners by ensuring accurate, actionable data is available for prioritization decisions
- Translate business requirements into functional specifications for development teams
- Maintain integrity and traceability of requirements across the product backlog hierarchy
- Identify gaps, risks, or inconsistencies in requirements and proactively resolve
- Ensure functional and non-functional requirements are clearly documented and represented
- Partner with stakeholders to deliver solutions that meet or exceed expectations
- Lead User Acceptance Testing (UAT) planning and coordinate execution, including test data definition
- Support testing efforts through defect tracking, documentation, and issue resolution
- Create and maintain business and system documentation for end users
- Assist with production support, including triage and root cause analysis
- Evaluate third-party capabilities and recommend solutions aligned to business needs
- Identify opportunities to enhance process efficiency and effectiveness
Required Qualifications
- Bachelor’s degree or equivalent relevant experience
- 2+ years of experience as a Business Analyst in an Agile environment
- Hands-on experience with Azure DevOps
- Proficiency in SQL and Excel
- Strong analytical, problem-solving, and critical thinking skills
- Excellent written, verbal, and interpersonal communication skills
- Ability to work independently and collaborate cross-functionally
- Self-motivated, results-oriented, and adaptable in a fast-paced environment
Preferred Qualifications
- Insurance or financial services experience (Retirement Services a plus)
- Experience working with clients and producers
- Demonstrated planning and project management skills
- Additional experience with data analysis tools
- Proven ability to drive process improvements and contribute innovative ideas
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance to ensure financial protection when you need it most
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
Our Values:
- Integrity
- Empowerment
- Compassion
- Collaboration
- Fun
EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.
#LI-Remote .
Skills Required
- Bachelor's Degree or 3 years work experience
- 2+ years experience working in an agile team
- Strong analytical and problem-solving skills
- Knowledge of Agile Development Methodologies
- Practical experience with Azure DevOps
- Proficiency in SQL and Excel
Reliance Matrix Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Reliance Matrix and has not been reviewed or approved by Reliance Matrix.
-
Leave & Time Off Breadth — PTO and holidays are presented as generous, with examples including new‑hire accruals, a paid volunteer day, and enhanced holiday pay for certain schedules. Some accounts highlight excellent PTO accrual and strong time‑off practices in parts of the organization.
-
Retirement Support — A 401(k) with an immediately vested company match is included as a standard offering. This indicates accessible retirement support from the start of employment.
-
Parental & Family Support — Paid parental leave and adoption assistance are part of the package alongside broader wellbeing resources. These elements signal family‑oriented support beyond core medical benefits.
Reliance Matrix Insights
What We Do
Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world
%20copy.jpg)
