Senior Business Analyst

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Wakefield, MA, USA
Hybrid
110K-135K Annually
Senior level
Fintech • Software
Personalized Investing at Scale®
The Role
The Business Analyst will facilitate requirements gathering, analyze business needs, document specifications, and ensure engineering solutions align with stakeholder objectives in the financial services sector.
Summary Generated by Built In

As a Business Analyst for the VestmarkONE application, you will serve as a critical link between business stakeholders and engineering teams. You will be responsible for eliciting, analyzing, and documenting business requirements, translating complex business needs into clear technical specifications, and ensuring solutions align with stakeholder objectives. This role requires superb communication and writing skills, strong analytical capabilities, and a passion for solving problems.

This position is expected to be Hybrid and based in our headquarters in Wakefield, MA.

Responsibilities:

· Serve as the primary Business Analyst supporting multiple engineering teams

· Elicit, analyze, and document functional and non-functional requirements through discussions with clients, prospects, and internal stakeholders

· Collaborate with clients and internal stakeholders to develop functional specifications and supporting documentation

· Conduct requirements analysis, feasibility studies, and impact assessments to support solution design

· Partner with engineering teams to clarify requirements, answer questions, and validate that delivered solutions meet business needs

· Facilitate requirements review sessions and gain stakeholder approval on proposed solutions

· Support Product Management with requirements input to inform product roadmap and feature prioritization decisions

· Present functional requirements, analysis findings, and proposed solutions to internal and external stakeholders

· Support quality assurance activities including test plan reviews and user acceptance testing

· Support the successful delivery of enhancements throughout the product lifecycle

Qualifications:

· Bachelor's degree or equivalent work experience

· 5+ years of experience as a Business Analyst with knowledge of software delivery

· Financial services industry experience (specifically in portfolio management, trading, or back office) is required

· Proven ability to elicit, analyze, document, and manage complex business requirements

· Excellent communication, writing, presentation, organizational, and time management skills · Sharp analytical mindset with a high degree of problem-solving initiative and curiosity

· Ability to handle changing priorities and multiple projects simultaneously

· Familiarity with the basics of XML, REST, and SQL

· Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It


Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.  #LI-TG1 #LI-Hybrid

Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.

In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.

Salary range
$110,000$135,000 USD

Top Skills

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XML

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The Company
HQ: Wakefield, MA
400 Employees
Year Founded: 2001

What We Do

Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.

Why Work With Us

Our employees are the reason we've been named a Best Places to Work for several years! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.

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Vestmark, Inc. Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.

Typical time on-site: 3 days a week
HQWakefield, MA
Cambridge, MA
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