Business Analyst

We are looking for a Business Analyst! Reach out if you are interested and feel free to refer friends/colleagues!

Brief Description on Duties:

Reporting to a Director, and taking day-to-day direction from the Initiative Lead, the Senior Business Analyst will be responsible for working with the business stakeholders to understand the current state business processes and then identify & document optimal future state processes for the usage of both the business & for technology teams.

Candidate Value Proposition:
The SWM team is a highly visible team with lots of opportunity to gain experience that can easily be transferred to other roles – it would open doors to growth opportunities. The experience will allow them to consider Product Owner roles as they will gain the required skills through this opportunity.

Typical Day in Role:

• Provide basic consulting services to business partners
• Facilitate the process optimization process by conducting interviews, leading workshops and documenting the results
• Conduct interviews with business, technology, marketing, operations, compliance and other teams from various groups to gather requirements.
• Provide and apply expertise in business analysis, data mapping, creation of process flows etc.
• Complete units of analysis work and integrate that work back into project
• Assist with preparation and maintenance of documentation
• Ensuing continuity by providing cross training at the end of the assignment
• Support decision making re: project scope and prioritization by performing gap analyses, data integrity analysis, other.
• Recommend business solutions that optimize the user experience and satisfy sponsor/stakeholder needs, continually exploring and assessing options for value-add.
• Manage the detailed business requirement phase identifying, tracking and resolving issues.
• Recommend preparation of appropriate new business process documentation and ensure adequate end-user documentation.
• Assist with the completion of the Business Case by performing & analyzing relevant data queries.
• Contribute to successful project completion within budget and on time by identifying risks and developing/recommending mitigation strategies.

Relationships & Communication:

• Act as lead business analyst liaison between business lines, interfacing applications teams, 3rd party vendors, developers and Delivery Managers.
• Effectively communicate and build rapport with team members, stakeholders and business partners using a variety of techniques and collaboration from initiation to close.
• Manage relationships and expectations with Wealth Management business lines and partners such as GWMS, Support, Operations and other teams, as well as with third-party vendors and/or content providers.
• Participate in the evaluation of third-party vendors and software as relevant.
• Prepare for and participate in complex group meetings and supports in the preparation for JAD sessions and information gathering workshops.
• Prepare and deliver presentations to business partners, selecting the appropriate approach based on the audience.
• Resolve minor conflicts/issues and escalates others as appropriate.
• Collaborate with colleagues across the organization to get things done.

Candidate Requirements/Must Have Skills:

• 5+ years of experience as a business analyst in FI
• 5+ years of Experience in requirements documentation and business processes
• Demonstrated superior computer skills, including MS Visio (business processes), MS Excel, PPT, Word
• Experience with Data mapping

Nice-To-Have Skills:

• CBAP
• Training/Experience in Agile and Waterfall methodology
• Experience with Financial Planning Initiatives
• JIRA/Confluence

Soft Skills Required:

• Communication skills
• Ability to multitask
• Time management
• Critical thinking
• Problem solving

Education:

• University degree, college diploma or equivalent experience.