IT Business Analyst

Overview

The Technology Solutions (TS) Department is responsible for designing and delivering state of the art technology solutions that are designed to create efficiency, mitigate risk and grow revenue for the Firm. TS is also responsible for defining, managing and executing a robust Cyber Security program following the NIST Cyber Security Framework. TS focuses on technical excellence through innovative application designs, robust data integration and analytics, high availability infrastructure and gold level service for key stakeholders with information security embedded throughout.

Critical functions within TS include Project Management, Vendor Management, Business Analysis, Enterprise Data Governance and Stewardship, Application Development and 3rd Party Integration, Strategic and Secure Infrastructure and Operations. The TS Department collaborates closely with Firm leadership and business unit heads to develop plans in line with business objectives.

Hiring Manager Director
Department Technology Solutions

The Technology Solutions Department Overview above describes the scope and function of the team.

• The Business Analyst will play a critical role in coverage and product management for the Firm’s Private Wealth and Front Office technology functions.
• Demonstrated significant and recent experience as a Business Analyst supporting Private Wealth and Front Office end users at all levels, serving as the central point-of-contact for mission-critical software applications and working closely with development teams.
• Quickly become a subject matter expert in the core business functions and technical solutions of Private Wealth and Front Office Teams.
• Serve as the primary Business Analyst supporting Salesforce functionality and translating business needs into well-defined requirements including user stories, acceptance criteria, process maps and data flow diagrams.
• Serve as the primary internal resource for end-user needs related to the Firm’s applications, data and reporting.
• Develop deep expertise in the business processes embedded within Salesforce, effectively managing and negotiating functional and data requirements and ensuring that the Firm’s application and data architectures align with and support evolving business needs.
• Analyze and understand complex business processes and present them in an understandable and logical format.
• Create visual business process flow diagrams and technical architecture diagrams.
• Independently execute complex data analysis across multiple platforms using Excel and other tools (e.g., Power BI, SQL).
• Manage business-reported support issues through to full resolution, ensuring adherence to established service-level agreements.
• Proactively identify and engage available resources and subject matter experts in related areas to achieve goals.
• Build strong and productive relationships with key business stakeholders, executive sponsors, technology colleagues and technology vendors to convey pain points, requirements and process improvements.
• Ensure all delivered solutions meet the highest quality standards and satisfy all specified business requirements through rigorous validation and testing, both independently and in collaboration with end users.
• Work closely with development teams and vendors to clarify requirements and ensure application delivery meets all desired business specifications.

• Bachelor’s Degree in Computer Science, Business or related field
• 7+ years of experience in a similar role within Financial Services (ideally in Private Credit or Private Wealth)
• Deep understanding of the alternative wealth intermediary ecosystem and experience working with fintech distribution platforms, custodians and transfer agents is preferred
• Hands-on experience with Salesforce and a strong understanding of its standard capabilities, data model and configuration options
• Demonstrable business analysis, product management and project management experience in the Financial Services sector
• Strong ability to multitask, manage time and priorities and influence outcomes under pressure and deadlines
• Excellent interpersonal skills with a view toward…