Business Analyst

Overview

• Collaborate with senior leaders to manage platform integrations for enterprise clients, ensuring seamless implementation and ongoing platform optimization.
• Support wealth manager and asset management integrations, including project management, client discovery, and operating model design.
• Drive operational efficiencies through proactive platform enhancements and troubleshooting with cross-functional teams.
• Develop detailed project documentation and specifications to ensure successful implementation of client requirements.
• Collaborate with Product Managers to identify and implement solutions for product gaps and opportunities.
• Build strong client relationships by understanding their business needs and aligning them with platform capabilities.
• Contribute to the creation of playbooks and client collateral to streamline processes and workflows.
• Work in a fast-paced, entrepreneurial environment, delivering impactful solutions for clients.

Key Responsibilities & Duties

• Manage detailed project plans, risk assessments, and accountability across stakeholders for successful platform integrations.
• Implement client requirements through platform configurations and white-label setups.
• Collaborate with cross-functional teams to troubleshoot and resolve platform issues.
• Support strategic clients by maximizing their platform consumption and enhancing their experience.
• Document and update procedures, workflows, and processes for operational efficiency.
• Partner with Product Managers to roll out new features and enhancements.
• Analyze data integrations and manage implementation tasks effectively.
• Influence and communicate effectively across internal and client stakeholders.

Job Requirements

• Bachelor of Arts (BA) degree with 2-5+ years of experience in project management or client software implementations.
• Proven track record of managing cross-functional project teams from inception to execution.
• Familiarity with software-based financial solutions such as transaction systems and trading software.
• Advanced MS Office skills, including Excel, Word, and PowerPoint, with strong data analytics capabilities.
• Exemplary attention to detail and excellent writing skills for project documentation.
• Strong interpersonal and presentation skills, with the ability to influence stakeholders effectively.
• Knowledge of wealth management and private banking processes is advantageous.
• Experience managing data integrations is preferred.