Position Summary
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.
Primary Responsibilities:
- Innovation and Communication: Work with stakeholders across the firm to identify opportunities for innovation, automation, and process improvement. Present updates, status, and findings, written and verbal, at both the executive level and across a broad audience.
- Requirements Management: Gather, analyze, and document business requirements and functional specifications for system enhancements and new projects.
- Project Management: Support or lead cross-functional projects from inception through implementation, ensuring milestones are met and objectives are achieved.
- Solution Design: Develop and propose innovative, data-driven solutions to operational problems. Assist with testing, validation, and user training to ensure successful adoption of new systems and processes.
- Stakeholder Collaboration: Build strong, collaborative relationships with stakeholders across various departments, including operations, technology, compliance, and client-facing teams. Act as a liaison to ensure clear communication and alignment throughout the project lifecycle.
- Data Analysis and Performance Monitoring: Create key metrics and KPI tracking capabilities through dashboards. Identify key data points to measure, source data from multiple firm systems, and present metrics in a meaningful way. Conduct in-depth analysis to identify inefficiencies, bottlenecks, and areas for improvement.
Qualifications
- 7-10 years’ experience with business analysis work involving large complex projects and building/fostering a broad range of business relationships with multiple stakeholders. Experience in financial services preferred
- Bachelor’s Degree
- Experience in project and process management and working cross-functionally
- Fluent in multiple technology systems with ability to quickly learn new ones. Experience with Snowflake, PowerBI, Seismic, Salesforce, Addepar preferred
- Excellent organization, prioritization, and time management skills
- Exceptional oral and written communication skills
- Proactive problem-solver, solutions-oriented, and demonstrated autonomy when executing on assignments
- Proven ability to identify gaps, inefficient processes, and automation opportunities
- Must be able to work in our Boston office on a hybrid schedule
The annualized base pay range for this role is expected to be between $120,000-$135,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
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What We Do
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results.
SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients.
The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform.
We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
