Strategic Business Analyst - Wealth Advisory Partner

BBR Partners; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary and incentives

Company subsidized medical and vision insurance

401K plan and life insurance

Job summary

A financial services firm in New York is looking for an experienced Business Analyst to support its Portfolio & Wealth Advisory team. You will manage relationships, identify business needs, and deliver impactful solutions. The ideal candidate possesses strong communication and problem-solving skills, with a solid background in technology within the financial sector. This position offers competitive salary and benefits, and a flexible remote working environment.

Qualifications

• 5-7 years of Business Analyst experience within the financial sector.
• Solid technical background with understanding of software development.
• Experience working directly with external vendors.

Responsibilities

• Demonstrate understanding of firm-wide processes and systems.
• Analyze business issues and gather requirements.
• Drive and manage successful execution of key projects.

Skills

Communication skills

Problem-solving skills

Technical skills

Stakeholder management

Education

Bachelor’s Degree

Tools

SQL

Python

JIRA

MS Office products

Job description

A financial services firm in New York is looking for an experienced Business Analyst to support its Portfolio & Wealth Advisory team. You will manage relationships, identify business needs, and deliver impactful solutions. The ideal candidate possesses strong communication and problem-solving skills, with a solid background in technology within the financial sector. This position offers competitive salary and benefits, and a flexible remote working environment.