Business Analyst - Retirement Systems

JobDiva, Inc.; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Creative Solutions Services, LLC is seeking a Business Analyst/Product Owner to work with Agile teams in a remote setting across the United States and Canada. You will translate business needs into user stories with acceptance criteria and help groom the product backlog.

The ideal candidate has SAFe experience, strong analytical skills, and expertise in retirement or related financial services. Excellent communication and facilitation abilities are required to liaise between stakeholders and the

Qualifications

• Bachelor's degree in any discipline; preferably business, engineering, or related field.
• Significant experience in U.S. retirement industry or related financial services.
• Experience with defined contributions is a must.
• 3+ years as a Business Analyst or Product Owner in an Agile SAFe environment.
• Proficient with Agile tools such as Jira/Confluence; strong analytical and facilitation skills.

Responsibilities

• Define and refine business and technical requirements with Product Managers and Owners.
• Translate requirements into clear user stories with acceptance criteria and backlog grooming.
• Participate in Program Increment (PI) Planning.
• Support Agile team during iterations and ensure alignment with business goals.
• Analyze and document processes; act as liaison between business and technical teams.
• Assist in defining and validating solution features during development.

Skills

Analytical thinking

Communication

Facilitation

Education

Bachelor's degree

Tools

Jira

Confluence

Job description

Contract to hire opportunity with a major investment firm.

Fully remote - candidates can be located in United States or Canada. (EST work hours)

Retirement Systems experience is highly desired.

Omni experience is a plus.

Summary

The ideal candidate will work closely with Product Owners, Solution Architects, Business Users, and cross-functional Agile teams to define business requirements and write user stories aligned with SAFe (Scaled Agile Framework) principles in a fast-paced environment.

Key Responsibilities

• Collaborate with Product Managers and Product Owners to gather and refine business and technical requirements.
• Translate business needs into clear, concise user stories with acceptance criteria, maintaining a well-groomed product backlog.
• Participate in PI (Program Increment) Planning
• Support the Agile team during iteration planning and execution, ensuring alignment with business objectives.
• Analyze and document business processes and workflows; identify areas for improvement.
• Act as a liaison between business stakeholders and the technical team, ensuring a shared understanding of requirements and goals.
• Assist in defining and validating solution features and capabilities during the development cycle

Qualifications

• Bachelor's degree in any discipline preferably in business, engineering or related field.
• Significant experience in U.S. retirement industry specifically around recordkeeping retirement plans operations and services is highly preferred or related experience in more than one financial services area including wealth management, asset management, investment management, payroll management and banking.
• Experience with defined contributions is a must.
• 3+ years of experience as a Business Analyst or Product Owner in an Agile environment. Experience writing Features and User Stories within a SAFe framework strongly preferred.
• Proficient in tools such as Jira, Confluence, or similar Agile project management tools is a nice to have.
• Excellent analytical, communication, and facilitation skills.

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