Senior Specialist, Business Analysis

BetaNXT; United States; On-site; USD 95,000 - 130,000; Full time

Job summary

BetaNXT is seeking a Senior Specialist, Business Analysis to drive insights and deliver requirements across complex initiatives. You will work autonomously, partnering with Finance, Risk, IT, and Compliance to translate business needs into scalable solutions that boost efficiency and strategic outcomes.

You will lead requirements gathering, map processes, document BRDs, and ensure alignment with regulatory requirements. Strong communication and stakeholder management are essential.

Qualifications

• Bachelor’s degree in business, finance, economics, or related field.
• 5+ years of experience in business analysis or related discipline.
• Strong requirements gathering, process mapping, and data analysis.
• Knowledge of financial services products, regulatory environments, and risk management.
• Proficiency in Microsoft Excel, Visio, and data visualization tools.
• Strong communication and stakeholder management skills.

Responsibilities

• Lead business analysis efforts across multiple initiatives, delivering high‑quality requirements and actionable insights.
• Partner with cross‑functional stakeholders to define business needs and solution approaches.
• Gather, document, and validate BRDs, process maps, and functional specifications.
• Analyze business processes to identify inefficiencies and propose improvements.
• Translate business needs into technical requirements with IT and project teams.
• Support implementation by ensuring alignment between objectives and delivered solutions.
• Monitor outcomes and drive continuous improvements.
• Coach junior analysts as needed.
• Influence timelines and priorities across initiatives.
• Stay current on industry trends and regulatory changes.

Skills

Requirements gathering

Process mapping

Data analysis

Stakeholder management

Communication

Education

Bachelor’s degree in business/finance/economics

CBAP/PMI-PBA certification preferred

Tools

Microsoft Excel

Visio

Tableau

Power BI

SQL

Job description

About Company

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry‑leading businesses which, combined, provide end‑to‑end solutions across the investment lifecycle.

About The Role

The Senior Specialist, Business Analysis is an experienced individual contributor responsible for driving business insights and requirements delivery across moderately complex initiatives. This role operates with a high degree of autonomy, partnering cross‑functionally to translate business needs into scalable solutions that improve operational efficiency and support strategic objectives.

The role is accountable for multiple processes or programs and plays a key role in influencing decisions, identifying optimization opportunities, and ensuring alignment between business, technology, and regulatory requirements. The Senior Specialist collaborates closely with Finance, Risk, IT, and Compliance teams to deliver data‑driven solutions that enhance business performance and enable informed decision‑making.

Duties and Responsibilities

• Lead business analysis efforts across multiple initiatives, delivering high‑quality requirements and actionable insights
• Partner with cross‑functional stakeholders to define business needs and solution approaches
• Gather, document, and validate detailed business requirements (BRDs, process maps, functional specifications)
• Analyze business processes and workflows to identify inefficiencies and recommend improvements
• Translate business needs into technical requirements in partnership with IT and project teams
• Support implementation efforts by ensuring alignment between business objectives and delivered solutions
• Monitor outcomes of implemented solutions and recommend continuous improvements
• Act as a subject matter resource, providing guidance to less experienced analysts when appropriate
• Influence stakeholder alignment, timelines, and priorities across initiatives
• Stay current on industry trends, regulatory changes, and best practices to proactively address business challenges

Required Skills and Experience

• Bachelor’s degree in business, Finance, Economics, or related field
• 5+ years of experience in business analysis or a related discipline
• Strong expertise in requirements gathering, process mapping, and data analysis
• Knowledge of financial services products, regulatory environments, and risk management principles
• Proficiency in Microsoft Excel, Visio, and data visualization tools
• Strong communication and stakeholder management skills

Preferred

• Professional certification (CBAP, PMI‑PBA, or similar)
• Experience working in Agile environments
• Experience with SQL, Tableau, Power BI, or similar analytics tools
• Advanced degree in Business Analytics, Finance, or related discipline