Lead Business Analyst

Posted 10 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
The Lead Business Analyst will drive automation initiatives, improve processes, develop automated workflows, and support decision-making through data analysis and stakeholder collaboration.
Summary Generated by Built In
We are seeking a highly skilled Lead Business Analyst (B30) to drive automation and process improvement initiatives across the Bank Operations and Investments teams. The ideal candidate will bring strong technical expertise combined with analytical problem‑solving skills to identify, design, and implement automation solutions that enhance operational efficiency, reduce manual effort, and improve scalability.
This role requires close collaboration with cross‑functional stakeholders in India and the U.S., along with the ability to translate business requirements into automated workflows and insights using tools such as Python, SQL, and Power BI.

Key Responsibilities:

· Partner with Operations and Investments teams to identify automation opportunities, pain points, and process inefficiencies.

· Lead end‑to‑end automation lifecycle: discovery, requirements gathering, solution design, development coordination, testing, deployment, and post‑implementation support.

· Develop functional and technical specifications for automation initiatives using Python, SQL, Power BI, and other relevant tools.

· Perform deep‑dive data analysis to quantify impact, define metrics, and support prioritization of automation use cases.

· Collaborate with technology teams, engineers, and data analysts to operationalize solutions and ensure successful implementation.

· Create dashboards, reports, and automated analytics to support decision‑making for Bank Operations and Investments leadership.

· Drive continuous improvement by maintaining a pipeline of automation opportunities and tracking performance outcomes.

· Engage with U.S. partner teams to ensure alignment on requirements, timelines, and expected outcomes.

· Provide subject‑matter expertise on workflow simplification, automation best practices, and process redesign.

Qualifications

· 6–8+ years of experience in business analysis, process automation, or analytics-driven transformation roles.

· Proven experience in designing and delivering automation solutions using Python, SQL, and Power BI.

· Strong understanding of process mapping, workflow design, and operational improvement methodologies.

· Demonstrated ability to partner with Operations teams to translate manual processes into automated workflows.

· Excellent analytical thinking with the ability to work with large datasets and derive meaningful business insights.

· Strong communication and stakeholder management skills, including experience working with cross‑location teams.

· Ability to independently manage multiple priorities and deliver high‑impact outputs in fast‑paced environments.

· Experience in banking/financial services operations or investment workflows.

· Prior experience in leading automation or continuous improvement initiatives.

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations

Top Skills

Power BI
Python
SQL
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets.

AREAS OF FOCUS
• Family Finances
• Retirement Planning Strategies
• Wealth Preservation Strategies
• Investment Management
• Retirement Plan Distribution
• Social Security Retirement Benefits
• Small Business
• Business Retirement Plans
• Tax Planning Strategies

CONNECT WITH US
Phone: 979-417-0563 | 512-873-2527

OFFICE LOCATIONS
8300 N MOPAC EXPY, Suite 100, Austin, TX 78759
107 THIS WAY, Suite A, Lake Jackson, TX 77566
1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792

Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

Similar Jobs

RBFCU Wealth Management Logo RBFCU Wealth Management

Business Analyst

Fintech • Payments • Financial Services
In-Office
2 Locations
40 Employees

RBFCU Wealth Management Logo RBFCU Wealth Management

Business Analyst

Fintech • Payments • Financial Services
In-Office
2 Locations
40 Employees
5-8 Annually
In-Office
2 Locations
16649 Employees
In-Office
2 Locations
16649 Employees

Similar Companies Hiring

Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
80 Employees
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account