Overview

At Advisor360°, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don't meet every single requirement, please consider applying if you like what you see. All of our roles are hybrid, requiring 4 days onsite in our Needham, MA headquarters.

Job Brief

We are seeking a highly skilled and strategic Business Analyst to join our team at Advisor360°. The ideal candidate will have a deep understanding of market dynamics, financial modeling, and business strategy development, specifically within the SaaS space. You will play a crucial role in assessing market trends, evaluating business performance, and identifying opportunities to grow our SaaS platform. Your insights will directly inform the company's strategic initiatives, ensuring that Advisor360° continues to be a leader in the wealth management technology sector.

Here's What You'll Do:

• Market and Trend Assessment: Analyze and monitor current market conditions, competitor activities, and emerging trends within the wealth management and SaaS industries. Provide actionable insights to inform product development, sales strategies, and marketing efforts.
• Strategic Financial Modeling: Develop financial models to evaluate and forecast the impact of potential business strategies, including new product launches, pricing changes, expansion opportunities, and partnerships. Assess the financial viability and potential ROI of strategic initiatives.
• Business Strategy Development: Collaborate with cross-functional teams (Product, Sales, Marketing, Finance) to design and refine business strategies. Use financial modeling to test various strategic scenarios and guide decision-making on the best path forward for sustainable growth.
• Scenario Analysis: Develop and analyze multiple strategic scenarios, identifying risks and rewards associated with each. Use data-driven insights to recommend the most viable strategies for the company's growth objectives.
• Stakeholder Communication: Regularly communicate with internal stakeholders, including senior management, to present findings, provide recommendations, and align strategies with business goals.
• Competitive Analysis: Conduct competitive benchmarking to understand the strengths, weaknesses, and positioning of key industry players. Use these insights to inform strategic decisions.

What You Bring to the Table:

• Bachelor's degree in Business Administration, Finance, Economics, or a related field. Master's degree is a plus.
• 3-5 years of experience in business analysis, market research, or strategy development, preferably in a SaaS or technology-driven environment.
• Strong financial modeling and analytical skills, with experience in forecasting, budgeting, and financial reporting.
• Proven ability to assess and interpret market trends, customer needs, and industry shifts.
• Excellent proficiency with data analysis tools (e.g., Excel, Power BI, Tableau) and experience in data visualization.
• Strong understanding of SaaS business models, key metrics, and industry trends.
• Ability to work collaboratively in a fast-paced, dynamic environment, managing multiple projects simultaneously.
• Strong written and verbal communication skills, with the ability to present complex findings clearly to both technical and non-technical stakeholders.
• Critical thinking, problem-solving, and strategic planning skills.

Nice to haves:

• Familiarity with financial services or wealth management industry trends and technologies.
• Experience in investment banking or venture capital
• Experience with AI technologies and trends

Why You'll Love Working Here:

It's not just about work—it's about building a career and enjoying the ride! Here's what you can expect: Why You'll Love Working With Us:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.