Senior Business Analyst (Fintech)

Location: Hybrid in New York, NY, United States

Salary: $165,000–$175,000 per year

Company

Wealth technology company delivering digital wealth management, financial planning, data warehouse, and advisory solutions for wealth and asset managers, banks, RIAs, wirehouses, and insurers.

What you will do

• Define system scope and objectives based on user needs, business systems, and industry requirements.
• Analyze user needs and translate business requirements into system requirement specifications and actionable documentation.
• Review customer-specific requests and recommend solutions using existing functionality or custom features.
• Partner with strategic client teams to resolve complex product and functionality issues.
• Act as a subject matter expert and provide guidance on products and client functionality.
• Gather, validate, and prioritize requirements with stakeholders and project teams.

Requirements

• Bachelor’s degree, preferably in Business Administration, Computer Science, or a related field.
• 5–7 years of experience in business or systems analysis within fintech.
• Deep knowledge of portfolio accounting and performance measurement.
• Experience mapping data throughout an account lifecycle or account workflow.
• Strong communication, analytical, organizational, and collaboration skills.
• Experience eliciting, analyzing, specifying, validating, and prioritizing stakeholder requirements.

Nice to have

• Knowledge of managed accounts and supporting platforms.
• Experience with separately managed accounts and the APL platform.
• Understanding of data structures, databases, and integration use cases.
• CIPM certification from the CFA Institute.
• Experience representing the voice of the customer and defining project scope with sponsors.

Culture & Benefits

• Values include client connection, human-centered design, technology leadership, respect, integrity, and excellence.
• Medical, prescription, dental, vision, disability, and life insurance plans.
• Flexible Spending Account, Health Savings Account, Employee Assistance Plan, and health advocacy.
• 401(k) retirement savings plan with company match.
• Paid time off and additional voluntary insurance options.