Business Analyst

Overview

Hybrid
Depends on Experience
Full Time
No Travel Required

Skills

Acceptance Testing
Analytical Skill
Business Analysis
Business Cases
Communication
Computer Science
Conflict Resolution
Confluence
Customer Relationship Management (CRM)
Data Analysis
Emerging Technologies
Finance
Financial Management
Financial Planning
JIRA
Microsoft Excel
Microsoft Power BI
Microsoft Visio
Portfolio Management
Problem Solving
Process Flow
Agile
Quality Assurance
Reporting
SQL
Salesforce.com
Scrum
Stakeholder Engagement
Testing
Tableau
Wealth Management
SEC

Job Details

Job Title: Business Analyst Wealth & Financial Management
Location: Scottsdale, AZ (Hybrid)
Employment Type: Full-Time

Overview:
We are seeking an experienced and analytical Business Analyst to support our Wealth and Financial Management division. The ideal candidate will play a critical role in identifying business needs, improving processes, and ensuring alignment between technology solutions and financial strategies. This is a highly collaborative role that requires financial acumen, stakeholder engagement, and a deep understanding of investment and advisory services.

Key Responsibilities:

  • Work closely with wealth management stakeholders to gather, document, and analyze business requirements for investment platforms, portfolio management tools, and financial planning applications

  • Translate business needs into functional specifications for technology and data teams

  • Evaluate current processes and identify opportunities for automation, efficiency, and enhanced client experience

  • Support product owners and project managers in Agile ceremonies and backlog prioritization

  • Coordinate with QA and UAT teams to validate requirements and support testing efforts

  • Create business cases, impact assessments, and process flows to support strategic initiatives

  • Monitor and report on project progress, risks, and issues

  • Stay informed about industry trends, regulatory changes, and emerging technologies in financial services

Qualifications:

  • Bachelor's degree in Finance, Business, Computer Science, or a related field (Master s preferred)

  • 5+ years of experience as a Business Analyst, with at least 2 years in wealth management or financial services

  • Strong understanding of financial products, portfolio construction, and client advisory workflows

  • Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and data analysis (Excel, SQL, Power BI or Tableau)

  • Familiarity with Agile/Scrum methodologies

  • Excellent written and verbal communication skills, with the ability to engage technical and non-technical audiences

  • Strong organizational and problem-solving abilities

Preferred:

  • Experience with CRM platforms like Salesforce or financial planning tools like eMoney, Orion, or Envestnet

  • Knowledge of regulatory requirements impacting wealth management (e.g., SEC, FINRA)

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

About NexGen Tech Solutions