Process Analyst

Position: Process Analyst
Location: Charlotte NC, St. Louis Missouri
Duration: 12+ months
Job ID: 170360

Job Description:
Job Description:
In this contingent resource assignment, candidate may:

• Consult on or participate in moderately complex initiatives and deliverables within Business Execution and contribute to largescale planning related to Business Execution deliverables.
• Review and analyze moderately complex Business Execution challenges that require an indepth evaluation of variable factors.
• Contribute to the resolution of moderately complex issues and consult with others to meet Business Execution deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
• Collaborate with client personnel in Business Execution.

Key Responsibilities:
Forms Matrix Development:

• Analyze advisoryrelated events (e.g., account opening, allocation changes, blend switches).
• Create a comprehensive matrix mapping which forms are required for which clients under specific scenarios.
• Ensure alignment with legal and regulatory requirements.
• Identify opportunities to streamline and reduce document volume.

Forms Request & Intake Process Optimization:

• Assess the current fragmented intake and request workflows across teams.
• Design and document a cohesive, endto-end process for form creation and modification.
• Facilitate crossfunctional collaboration to ensure process transparency and consistency.
• Recommend tools or frameworks to support ongoing process governance.

Legacy Process Analysis & Modernization:

• Conduct a thorough analysis of existing legacy processes related to forms management.
• Clearly separate and document "how we do it today" from "how it should be done in the future."
• Drive modernization efforts

Qualifications:

• 4 plus years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
• Experience in process design, documentation, and optimization.
• Strong understanding of business process usage in customer communications.
• Ability to effectively communicate with both technical and business stakeholders.
• Skilled in translating complex requirements into clear user stories, use cases, and functional specifications.
• Familiarity with regulatory and compliance requirements in financial services or advisory operations.
• Strong analytical and communication skills.
• Experience working with crossfunctional teams and managing stakeholder input.
• Ability to work independently and drive initiatives forward.

Preferred Skills:

• Experience bridging business and technical teams to drive clarity and alignment.
• Background in operations, compliance, or business analysis.
• Experience with workflow tools or form management systems.
• Knowledge of advisory services and client documentation practices.

About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit ;br> At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:

• Pay any fee to be considered for, submitted to, or selected for any opportunity.
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Pay Range: $55 - $58 on W2

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.
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