Business Analyst

Business Analyst

03 Nov 2023
Illinois, Chicago, 60601 Chicago USA

Business Analyst



Salary Range : $130k - $140k + bonus

An established financial organization is seeking an experienced Business Analyst to join the Product Management team. As the Business Analyst, you will be responsible for developing digital technology solutions to meet the current and growing demands of the business stakeholders and clients. You will be responsible for understanding, analyzing, and documenting detailed functional requirements and engaging closely with product owners, business stakeholders, scrum masters, application developers, vendors, data engineers and the central technology team throughout the agile project lifecycle, to ensure that the delivered technology solutions meet the business requirements. You will adhere to Agile processes and methodologies in your day-to-day function and engage with the agile lead to identify continuous improvement opportunities. Professional experience working within wealth management and/or investment technology environments is desired.


  • Self-starter, individual contributor with a passion for building technology solutions to solve complex business problems
  • Perform detailed analysis and create functional requirements specification document(s) to support business and project objectives. Deliverables include detailed user stories, project issue and dependency logs, and other artifacts as required
  • Conduct stakeholder interviews to understand current state business processes, synthesize them to create process flow diagrams and other visual aids to facilitate solution design sessions
  • Work closely with the product owner to establish project objectives, goals, milestones, timelines and other project related activities
  • Ability to apply functional knowledge to perform quality assurance testing and deliver high quality technology solutions. This includes test scenario identification, test case creation, test case implementation, defect logging and closure etc.,
  • Comfortable performing analysis on large sets of data and deriving insights and inferences to inform business requirements
  • Superior communication skills with the ability to effectively interact with business and technology stakeholders across wealth management
  • Ability to effectively collaborate with cross product teams to design integrated solutions for complex business problems
  • Develop an understanding of wealth management business functions, future strategic goals, and business challenges
  • Familiarity with wealth management technology trends and best practices
  • Ability to work collaboratively in teams and develop trusted relationships to achieve group objectives and goals
  • Ability to manage day-to-day project activities including, project-level reporting; proactive identification of risks, dependencies and escalations as needed
  • Drive closure of project issues, risks and open items in a prompt manner

  • Bachelor's degree or equivalent experience required.
  • 5+ years of experience as a Business Analyst of technology projects.
  • Financial Services industry experience and wealth management industry with client reporting experience preferred.
  • Experience with Powerpoint, Excel, Visio and other Microsoft Office tools.
  • Familiarity with any of the following platforms (or similar) valued: Tamarac, Fidelity, Salesforce, PowerBI, InvestCloud, IFS, AdvisorStream.
  • Knowledge of software engineering best practices across the development lifecycle, including Agile methodologies
  • Experience with requirements gathering and working with project team, vendors, business stakeholders and engineering to develop system design and solutions
  • Experience in working and delivering end-to-end technology projects, including project management related activities
  • Superior written and oral communication skills and the ability to communicate effectively on both a technical and business level
  • Self-starter, detail oriented and able to prioritize tasks
  • Organized - ability to multi-task
  • Excellent problem solving and analytical skills
  • Works cooperatively with others to accomplish objectives
  • Demonstrates initiative and persistence - is self-motivated

About Infinity Consulting Solutions

At Infinity Consulting Solutions our mission is to cultivate successful long term relationships with candidates and clients matching the right candidate with the right client. We believe technology cannot replace the real personal relationships we cultivate. We reject the notion that technology alone is the answer to staffing which is why we our successful partnerships rely on collaboration NOT automation. ICS has been providing flexible staffing solutions for over 20 years in Information Technology, Compliance, Accounting / Finance and Corporate Support. Our staffing solutions include Contract, Temp to Perm and Permanent Placement.

ICS is an Equal Opportunity Employer.

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