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Senior Business Analyst

    At Client, the Wealth Management Planning and Discovery development team is responsible for integrating with and extending a vendor-based financial planning tool. The system will be used by 19,000+ Financial Advisors to help clients in their financial planning needs. The system will also be integrated with various cloud and in-house applications to achieve the best users experience for the end users.


    Work with multiple key stakeholders and SMEs to document use cases and provide reporting solutions to answer to them.
    Supports multiple complex business processes and serves as a SME on Text Analytics and Reporting.
    Create, audit and maintain text analytics models and dashboards generated in XM Discover (Qualtrics Analytics product) for stakeholders.
    Follow Agile/Scrum best practices, generate stories, update stories and work with the product team in Jira
    Translate product journey discussions into text analytics models for the team to provide reporting on the use cases.
    Create, maintain and review business process models, data flows, prototypes, business requirements, use cases and test cases.
    Create and execute on multiple features/ongoing efforts at the same time.
    Generate communication, process and educational plans for the end users of our product.
    Understanding of enterprise systems and impacts of change.
    Assist in enforcement of Business Systems Analyst principles and practices within the team.


    Must have

    • 5+ years of experience in Business Analysis.
    • Bachelor’s degree is required with emphasis in Computer Science or MIS strongly preferred (or relevant work experience).
    Previous Text analytics experience and experience with XM Discover (Qualtrics Text Analytics platform).
    Ability to work in Agile/Scrum Product teams and proficient knowledge in Jira
    Ability to research data definition, usage and flow to gain expertise in existing systems.
    Ability to create new business processes and data usage to promote efficiency.
    The ability to multi-task and prioritize assigned tasks / projects with minimal assistance.
    Ability to manage stakeholder expectations and present solutions/dashboards to key stakeholders
    Troubleshooting skills to investigate resolve and escalate problems.
    Identifies need for technical assistance to help in problem resolution.
    Associate must have the ability to work independently and in a team environment.
    Lead other associates or project entities without authority.
    Ability to effectively communicate with enterprise leaders using verbal, written and presentations skills.
    Ability to summarize complex business cases, system information and concepts and clearly communicate to firm leadership.
    Expert knowledge of Microsoft Office tools to provide working system prototypes and scenario modeling.
    Proficient understanding of text analytics concepts.

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