$70/hour Posted: 3 days ago
Job Description
<p>We're looking for a data focused Business Analyst with strong wealth management knowledge. This role will bridge business needs with data insights, helping shape how we view revenue generation and client suitability.</p><p><br></p><p>Key Responsibilities: </p><p>- Ability to build and manage relationships with senior leaders providing thought leadership for informed decision making</p><p>- Ability to collaborate and guide discussions on approach, scope, etc. with various stakeholders. </p><p>- Collaborate with cross-functional teams, including sales, product, analysts, legal, PR, development, QA, etc. to deliver accurate positioning and storytelling of products and solutions. </p><p>- Elicit and document business requirements in order to construct personas, identify user profiles, and write requirement documents . </p><p>- Translate complex financial metrics (capital allocation, revenue attribution, cost of capital, etc.) into actionable specifications. </p><p>- Ability to work on process mapping and gap analysis by documenting the current state and future state workflows with alignment with data architecture and business goals. </p><p>- Support user acceptance testing (UAT), scenario modeling, and reporting requirements for executive dashboards and assist in change management, training, and communication efforts during tool rollout</p><p><br></p><p>Required Skills & Experience:</p><p>- 8+ years of experience as a Business Analyst gathering requirements for Wealth Investment and/or Lending Products and pricing solutions. </p><p>- Must have in-depth knowledge of gathering Data and functional requirements for identifying prospecting clients, risk profiling, pricing, capital </p><p>- Proficiency in MS Office Suite (Excel, PowerPoint, Outlook, Word, Power BI). </p><p>- Excellent written and verbal communication skills for productive discussions, requirements gathering, and problem solving.</p><p><br></p><p>Assets:</p><p>- Experience with Data visualization tools like Power BI</p><p><br></p><p>Pay rate starting at $70/hr depending on relevant skills & experience</p>Create Your Resume First
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