Business Analyst

ALLTECH CONSULTING SVC INC; Hamilton Township (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services consulting firm is seeking a Business Analyst to support and improve business functions, including Corporate Finance, Advisor Performance, and Onboarding. Responsibilities include leading cross-functional projects, analyzing performance metrics, and collaborating with teams to ensure operational success. The ideal candidate has experience in business analysis, particularly in financial services, and strong skills in communication, stakeholder management, and critical thinking. This role requires adaptability and a proactive problem-solving approach.

Qualifications

• Experience with defining and implementing business workflows.
• Strong communication and stakeholder management abilities.
• Competent in documenting processes related to data ecosystems.

Responsibilities

• Lead and support cross-functional projects related to corporate finance.
• Elicit, analyze, and document business requirements.
• Analyze advisor performance metrics for strategic decision-making.
• Facilitate communication among stakeholders.

Skills

Business analysis

Communication

Stakeholder management

Critical thinking

Project management

Education

Experience in financial services or wealth management

Tools

DevOps

Dynamics 365 Finance & Operations

Alteryx

Power BI

Solver

Jaccomo

Job description

Overview

The Business Analyst is responsible for supporting and improving business functions, including Corporate Finance, Advisor Performance & Compensation, and Advisor Onboarding. The position involves analytical work, collaboration with multiple teams, and an interest in emerging technologies, such as Artificial Intelligence.

Responsibilities

• Lead and support cross-functional projects related to corporate finance and advisor operations.
• Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management.
• Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track.
• Analyze advisor performance metrics and compensation structures for strategic decision-making.
• Define onboarding workflows for new advisors, ensuring compliance and operational preparedness.
• Facilitate communication among stakeholders to ensure clarity and alignment.
• Support AI-related initiatives by identifying opportunities for automation, data integration, and reporting.

Qualifications

• Experience in business analysis, ideally within financial services or wealth management.
• Knowledge of corporate finance principles and advisor compensation models.
• Background in defining and implementing business workflows.
• Strong communication and stakeholder management abilities.
• Capable of independent and collaborative work in a changing environment.
• Competent in documenting current and future state processes related to Company’s data ecosystem and digital experience.
• Experience with UI development, including requirements definition and design.
• Demonstrates critical thinking and an enterprise perspective.
• Familiarity with systems and tools used at the Company, such as DevOps, Dynamics 365 Finance & Operations, Alteryx, Power BI, Solver, Jaccomo.

Culture Fit

Welookfor individuals who align with the organization’s values:

• Focus on quality and impact.
• Emphasis on teamwork and collaborative engagement.
• Commitment to respectful, inclusive, and shared success.
• Adherence to integrity, excellence, and client-focused service.
• Intellectual curiosity and openness to innovation.
• Ability to work effectively in a collaborative, transparent, and accountable setting.
• Adaptable and proactive approach to problem-solving.