Business Analyst _ Corporate Finance, Advisor , Advisor Team Onboarding

Responsibilities

• Lead and support cross-functional projects related to corporate finance and advisor operations.
• Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management.
• Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track.
• Analyze advisor performance metrics and compensation structures for strategic decision-making.
• Define onboarding workflows for new advisors, ensuring compliance and operational preparedness.
• Facilitate communication among stakeholders to ensure clarity and alignment.
• Support AI-related initiatives by identifying opportunities for automation, data integration, and reporting.

• Experience in business analysis, ideally within financial services or wealth management.
• Knowledge of corporate finance principles and advisor compensation models.
• Background in defining and implementing business workflows.
• Strong communication and stakeholder management abilities.
• Capable of independent and collaborative work in a changing environment.
• Competent in documenting current and future state processes related to Rockefeller’s data ecosystem and digital experience.
• Experience with UI development, including requirements definition and design.
• Demonstrates critical thinking and an enterprise perspective.
• Familiarity with systems and tools used at Rockefeller, such as Dev Ops, Dynamics 365.
• Finance & Operations, Alteryx, Power BI, Solver, Jaccomo.

• Discretionary Annual Incentive.
• Comprehensive Medical Coverage:
  Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
• Family Support:
  Maternal & Parental Leaves.
• Insurance Options:
  Auto & Home Insurance, Identity Theft Protection.
• Convenience & Professional Growth:
  Commuter Benefits & Certification & Training Reimbursement.
• Time Off:
  Vacation, Time Off, Sick Leave & Holidays.
• Legal & Financial Assistance:
  Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
• Salary Range: $90,000 - $120,000 a year.

Education: BACHELOR OF COMPUTER SCIENCE