Senior Business Analyst (Wealth Management), New York

Lab49 is looking for a Senior Business Analyst (Wealth Management) to join our high-performance team in delivering software solutions for leading financial institutions. This role involves conducting business analysis and documenting current state as well as business, functional and data requirements. You'll work closely with end users, product managers, UX and other technology partners to develop designs for implementation. We seek a proactive, resourceful, and detail-oriented individual who takes initiative, is inquisitive, and can effectively engage with business stakeholders in a dynamic environment.

• Analyze and decompose current state business processes and data integration across multiple technologies
• Define and document target state business processes and align functional solutions
• Drive Information gathering activities such as surveying, analyzing and evaluating processes, products and services, by using a variety of internal and/or external data
• Develops and presents documentation supporting project initiatives including business case, project scope, business and functional requirements, user stories and “use cases” in accordance with established service levels and documentation standards.
• Identifying, analyzing, and interpreting trends or patterns in complex data sets
• Assist in coordinating business unit subject matter expert meetings in order to solicit and cross-reference business and functional requirements
• Translate analyses to data stories, identify actionable solutions and recommendations to influence the direction of the business by communicating results to cross-functional groups
• Collaborate with our data engineers, data science algorithm and engineer team to innovate potential data driven products and solutions
• Support product managers(s) in meetings and presentations (e.g. Meeting notes, presentation materials, business reviews / sign-off)
• Ability to track deliverables and ensure items are closed within project timelines (e.g. Action Items, Open Questions, Requirements Sign-Off, Business Reviews, etc.)
• Assist with all phases of SDLC with emphasis on requirements, UAT and Change Management
• Complete assigned project deliverables according to project plan and expected quality.
• Ensure all product documentation, FAQ’s, runbooks are captured and up to date
• Work closely with change management and manage user feedback related to CRM & Analytics products and features
• Collaborate with product managers to review and prioritize feedback 
• Provide subject matter expertise for new and existing (BAU) products and first response to the production support team for CRM product team

• Natural curiosity, and enthusiasm for CRM & Data analytics
• 3 - 5 years in a large organization or major consulting organization focused on a Business Analysis within the Wealth Management or other Financial Services domains
• 3+ years of hands-on analytics experience 
• Ability to analyze existing tools and databases and provide software solution recommendations
• High-level experience in methodologies and processes for managing large-scale databases 
• Excellent attention to detail and thorough documentation skills 
• Proven ability leveraging analytical and problem-solving skills in a fast-paced environment
• Experience collaborating with business stakeholders, business process owners, technical project managers and technical teams to execute business analysis tasks
• Drive and desire to learn and grow both technical and functional skill sets
• Inquisitive and continuously focused on identifying inefficiencies and improving business processes
• Excellent interpersonal skills and ability to thrive in a collaborative environment
• Goal-orientated, self-motivated and adapts to changing situations
• Strong presentation, communication (written and verbal) skills, and interpersonal skills; must be detail orientated
• Proficient in Microsoft Word, Excel, PowerPoint, Project, Visio, SharePoint as well as other project management and time tracking tools

The base salary range is - $130,000-$165,000

Placement within the range provided above is based on the individual’s relevant experience and skills for the role and level.

Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Salary range disclosure as required by S9427A when hiring in New York.

Our Hybrid Work Model  

At Lab49, we embrace a hybrid work model, offering you the flexibility to work from the office or remotely. We expect our Lab49ers to average 2-3 days per week in person and this could be at our midtown office in NYC or at a client site. We believe that both the flexibility and in person connection to each other and our clients build a collaborative culture and the opportunity to accelerate growth and innovation.  

Lab49/ION is committed to maintaining a supportive and inclusive environment for people with diverse backgrounds and experiences. We respect the varied identities, abilities, cultures, and traditions of the individuals who comprise our organization and recognize the value that different backgrounds and points of view bring to our business.

Lab49/ION adheres to an equal employment opportunity policy that prohibits discriminatory practices or harassment against applicants or employees based on any legally impermissible factor.