Project Manager, Business Analyst

Focus Financial Partners; Needham (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Financial Partners is seeking a Business Analyst to support the IT PMO by analyzing processes, gathering requirements, and implementing enhancements to improve client experience and operations. You will bridge business stakeholders and technology teams, translate needs into technical specs, and drive successful delivery across Power BI, data platforms, and reporting modules.

The role requires 2+ years in business analysis, preferably in wealth management or financial services.

Qualifications

• Bachelor’s degree in business, management, or related field.
• Experience in business analysis, preferably in wealth management or financial services.
• Strong analytical, organizational, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Proficiency with Power BI, business analysis, and project delivery tools.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Partner with wealth management stakeholders to gather, analyze, and document business requirements for new initiatives and system enhancements.
• Analyze data delivery, integration and reporting in Asana, Snowflake, and Power BI.
• Identify improvements in processes, workflows, and data and recommend practical solutions.
• Develop business cases, process maps, and functional specifications for project delivery.
• Translate business needs into technical requirements with IT teams and support implementations.
• Lead user acceptance testing and verify deliverables meet business needs.

Skills

Analytical skills

Communication skills

Power BI

Multiple priorities

Requirements gathering

Education

Bachelor's degree in business/management

Tools

Power BI

Asana

SharePoint

Snowflake

Workday

Job description

Job Description Summary

The Business Analyst supports the FFP IT PMO by analyzing business processes, identifying opportunities for improvement, and implementing solutions that enhance the client experience and operational efficiency. This role serves as a key liaison between business stakeholders and technology teams, helping to ensure clear communication, well-defined requirements, and alignment of project goals.

Job Description

Primary Responsibilities

• Partner with wealth management stakeholders to gather, analyze, and document business requirements for new initiatives and system enhancements.
• Internal analysis for refining data delivery, integration and reporting in Asana, Snowflake, and Power BI.
• Assess current processes, workflows, and data to identify improvement opportunities and recommend practical, scalable solutions.
• Develop business cases, process maps, and functional specifications to support effective project delivery.
• Collaborate with IT teams to translate business needs into technical requirements and support successful implementation.
• Lead user acceptance testing, validate system changes, and confirm that deliverables meet business needs and expectations.
• Design, document and refine Power BI reports from data sources (i.e., Asana, Snowflake, Workday, etc.) to be published in SharePoint.
• Monitor project progress, prepare status updates, and communicate key developments to stakeholders and leadership.
• Support change-management activities, including training and documentation, to promote adoption of new processes and systems.
• Stay current on industry trends, regulatory developments, and best practices in wealth management and business analysis.

Qualifications

• Bachelor’s degree in business, management, or a related field
• Relevant experience in business analysis, preferably within wealth management, financial services, or a related industry.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficiency with Power BI, business analysis and project delivery tools.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred Skills And Attributes

• Two or more years of business analysis experience, ideally in wealth management, financial services, or investment-related environments.
• Strong analytical and problem-solving skills, with the ability to interpret complex data and business scenarios.
• Excellent communication and interpersonal skills, with the ability to work effectively with stakeholders at all levels.
• Proficiency in tools such as Power BI, Asana, SharePoint, and Snowflake.
• Hands-on and recent experience with Power BI and a strong working knowledge of report creation is important.
• Knowledge of wealth management products, services, and regulatory requirements.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Self-motivated, with a commitment to continuous learning and improvement.

This position is an exempt position. The annualized base pay range for this role is expected to be between $65,000–$90,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

The following language is for US based roles only

For California Applicants:

Information on your California privacy rights can be found here

For Indiana Applicants:

It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants:

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants:

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants:

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.