Demo

Business Analyst

Foundations Investment Advisors
Phoenix, AZ Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 6/4/2025

Business Analyst – Your Next Career Milestone Awaits

Are you an analytical thinker with a passion for driving strategic initiatives? Do you thrive in dynamic environments where your insights directly impact organizational success? If you're seeking a role that challenges you to optimize processes and collaborate with industry leaders, this is your opportunity.

About Foundations Investment Advisors :

Foundations Investment Advisors is a rapidly expanding, SEC-registered investment advisory firm headquartered in Phoenix, AZ. Since our inception in 2015, we've grown to manage billions in assets, serving a diverse clientele with tailored financial planning and investment management services. Our commitment to innovation and excellence has positioned us as a leader in the financial services industry.​

Your Role :

As a Business Analyst, you'll be at the forefront of our strategic projects, working closely with our COO and cross-functional teams. Your responsibilities will include :

  • Analyzing and documenting business requirements to drive process improvements.
  • Conducting quality assurance testing to ensure solutions meet business needs.
  • Developing comprehensive reporting mechanisms to monitor performance and identify issues.
  • Collaborating with internal and external stakeholders to optimize integrations and workflows.
  • Designing and maintaining efficient system processes to enhance operational efficiency.

What You Bring :

  • Bachelor's degree in Business Analysis, Business Administration, Finance, or a related field.
  • Minimum of 2 years of experience as a Business Analyst.
  • Strong analytical and problem-solving skills with attention to detail.
  • Excellent communication abilities to convey complex information clearly.
  • Experience with Orion Advisor Services platform is highly desirable.
  • Background in financial services or investment advisory is advantageous.
  • Why Join Us :

    At Foundations Investment Advisors, you'll be part of a dynamic team that values collaboration and innovation. We offer a competitive salary, comprehensive benefits, and opportunities for professional growth. Our supportive work environment encourages continuous learning and development, ensuring you have the resources to excel in your role.​

    Take the Next Step :

    If you're ready to leverage your expertise to drive meaningful change in a leading financial advisory firm, we invite you to apply. Don't miss this chance to be part of a team shaping financial services' future.

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