Business Analyst with Retirement

Business analysis, Retirement, 401k, agile
Full Time
Depends on Experience

Job Description

 Business Analyst(Retirement Services)

Malvern, PA/Charlotte, NC(Initially remote till COVID)




Preferred Skills

  • 5+ years of IT industry experience working in large transformation projects preferably in the Retirements Services area. Having exposure to plan rules migration & set-up will be an added advantage
  • Experience in US Retirement Services, Compliance, Regulations, Trust Services
  • Exceptional interpersonal and communication (both written and verbal) skills. Experience communicating with both technical and non-technical stakeholders across multiple teams
  • Experience having prepared User Stories, business requirements documents, functional specifications, test plans, test cases etc.
  • Analyze and model the business domain to create a complete picture of work-flows and technical requirements fulfilled by existing and proposed software.
  • Will be required to perform requirements planning, elicitation, functional testing, solution validations, stakeholder discussion, requirements workshops and project documentation.
  • Solid understanding of the following requirements models: Stakeholder Categories, Non-functional requirements, Gap Analysis, Glossary, Context Diagram, Data Model, Data Dictionary, Business Rules, Decision Tables, Mind Maps, Process Maps, requirements traceability and Use Cases.
  • Working closely with client stakeholders to understand requirements, help maintain program, product & sprint backlogs.
  • Exposure to working in AGILE environment(SAFe Agile). Should have managed engagements executed in Iterative model
  • Expertise in Transaction Processing like Participant Onboarding, Contribution / Record Keeping / Payroll Servicing / Complex Events / Roll over / Exchanges / Compliance Testing
  • Having Retirement industry Certification will be added advantage from one of the below organizations such as

Qualified Plan Financial Consultant (QPFC) (

Certified Pension Consultant (CPC) (

Certified Employee Benefit Specialist (CEBS) (

Dice Id : 10200946b
Position Id : 7000569
Originally Posted : 4 months ago
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