What does a great Business Analyst do?
In this role you will formulate and define system scope and objectives based on both user needs and anunderstanding of applicable business systems and industry requirements. A great business analyst will deviseor modify procedures to solve complex problems for our clients and the market we serve. This includes analysis of user needs, documentation of requirements and translation into proper system requirement specifications, testing and delivering this as tangible live client features.
How you will provide meaningful contributions:
You will also be part of a team that reviews customer specific requests and translate business requirementsinto clear actionable documentation and provide solutions based on current feature functionality or newfeature functionality. Partner with strategic client teams, providing premium services for complex issues andwork within astreamlined environment to respond quickly to client needs.Serve as a subject matter eperts and provide thought leadership to other areas of the firm with questions or issues related to our products and client functionality.
Basic Qualifications for Consideration:
• Bachelor’s Degree, preferably with exposure to Business Administration and/or Computer Science
• 6 to 10 years of experience in Business or Systems Analysis in wealth management, wealth-tech orfinancial services technology, ideally on advisor- or investor-facing digital products
• Working knowledge of Trading flows, portfolio data, holdings, performance and reporting as surfacedto advisors and investors; Portfolio Accounting experience a plus.
• Experience writing API and integration requirements and working with engineers on data flows
• Proven ability to map data through the lifecycle of an account or client journey (prospect,onboarding/KYC, servicing and reporting)
• Strong communication skills to clearly convey complex technical specifications to clients and internalteams.
• Ability to collaborate with a cross-functional team to achieve results
• Skilled in eliciting, analyzing, specifying, and validating the business needs of stakeholders
• Experienced in gathering customer requirements through interviews, workshops, questionnaires,workflow storyboards, journey mapping, process modelling (BPMN), use cases, user stories, scenariosand acceptance criteria
• Demonstrated ability to work with stakeholders and project teams to prioritize collected requirements
Preferred Skills / Experience
• Ability to collaborate with project sponsors to define project scope and vision
• Experience representing the voice of the customer, including advisors and end investors
• Skilled in balancing speed and quality when making tactical development decisions that impactfunctionality or usability in an agile, client-driven environment
• Understanding of data structures and databases, SQL and API/JSON familiarity, and how to use thatdata for integration
• Stakeholder influence and consulting-style client management, including collaboration with globallydistributed teams
Skills Required
- Bachelor’s degree, preferably in Business Administration, Computer Science, or a related field
- 6 to 10 years of experience in business or systems analysis
- Experience in wealth management, wealth technology, or financial services technology
- Knowledge of trading flows, portfolio data, holdings, performance, and reporting for advisors and investors
- Experience writing API and integration requirements and working with engineers on data flows
- Ability to map data through the lifecycle of an account or client journey
- Strong communication and cross-functional collaboration skills
- Experience eliciting, analyzing, specifying, and validating stakeholder business needs
- Experience gathering requirements through interviews, workshops, questionnaires, workflow storyboards, journey mapping, BPMN, use cases, user stories, scenarios, and acceptance criteria
- Ability to prioritize collected requirements with stakeholders and project teams
- Portfolio accounting experience
- Experience representing advisors and end investors as the voice of the customer
- Understanding of data structures, databases, SQL, API, and JSON integration data
- Stakeholder influence and consulting-style client management experience
- Experience collaborating with globally distributed teams
What We Do
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
Why Work With Us
Our growth is driven by our people as much as by our product. We are a team of operators, designers and artists. We value fresh perspectives as well as seasoned experience. We are connected by a strong sense of fun and family, working with focus to meet and exceed the highest standards.
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