Demo

Business Analyst - Financial Services

iO Associates - US
Berwyn, PA Full Time
POSTED ON 2/2/2025
AVAILABLE BEFORE 5/2/2025

Business Analyst - Job Description

Responsibilities :

  • Collaborate with clients to assess their specific needs, prioritize objectives, provide estimates, and define the project's scope.
  • Oversee the management of project scope, timelines, and quality assurance.
  • Facilitate requirements-gathering sessions, thoroughly examine, document, and analyze core client business processes.
  • Design tailored solutions based on identified client needs.
  • Implement a robust follow-up system to keep clients informed on project status and ensure satisfaction with the overall service.
  • Organize and conduct training sessions for clients.
  • Provide ongoing customer support, including report generation, data quality improvements, new system integrations, and more.

Requirements :

  • A relevant degree or diploma, or a combination of education and experience that demonstrates proficiency.
  • Preferably 5 to 8 years of experience as a Business Analyst, with the following key qualifications :
  • Strong background in investor reporting (preferred).

  • Expertise in SQL, including writing complex queries (essential).
  • Familiarity with JIRA (advantageous).
  • Experience in financial services (required).
  • Background in alternative investments (highly preferred).
  • Demonstrates high energy, innovation, and an entrepreneurial mindset.
  • Capable of translating complex technical concepts into easy-to-understand language for clients.
  • Excellent organizational skills, able to maintain structure and focus in a fast-paced, dynamic environment.
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Business Analyst - Financial Services?

    Sign up to receive alerts about other jobs on the Business Analyst - Financial Services career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $98,772 - $126,519
    Income Estimation: 
    $124,737 - $157,493
    Income Estimation: 
    $132,928 - $192,066
    Income Estimation: 
    $125,329 - $152,916
    Income Estimation: 
    $151,063 - $185,777
    Income Estimation: 
    $158,643 - $203,736
    Income Estimation: 
    $154,628 - $190,455
    Income Estimation: 
    $158,186 - $201,374
    Income Estimation: 
    $63,888 - $78,999
    Income Estimation: 
    $79,521 - $98,503
    Income Estimation: 
    $107,442 - $160,602
    Income Estimation: 
    $83,941 - $108,028
    Income Estimation: 
    $92,657 - $120,748
    Income Estimation: 
    $79,521 - $98,503
    Income Estimation: 
    $101,242 - $124,726
    Income Estimation: 
    $107,442 - $160,602
    Income Estimation: 
    $110,400 - $142,096
    Income Estimation: 
    $118,913 - $150,937
    Income Estimation: 
    $101,242 - $124,726
    Income Estimation: 
    $125,329 - $152,916
    Income Estimation: 
    $129,291 - $167,349
    Income Estimation: 
    $133,136 - $171,866
    Income Estimation: 
    $138,790 - $181,781
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at iO Associates - US

    iO Associates - US
    Hired Organization Address Richmond, VA Contractor
    Data Engineer Opportunity We're seeking experienced Data Engineers to join a leading company in the industry. In this ro...
    iO Associates - US
    Hired Organization Address Austin, TX Full Time
    iO Associates is currently partnered with an innovative financial services that is seeking a skilled TypeScript Engineer...
    iO Associates - US
    Hired Organization Address Washington, DC Full Time
    Our client, a leading technology company in the artificial intelligence (AI) industry, is seeking a talented and experie...
    iO Associates - US
    Hired Organization Address Richmond, VA Full Time
    iO Associates have partnered with an International IT consultancy who are looking for Sales professionals to join their ...

    Not the job you're looking for? Here are some other Business Analyst - Financial Services jobs in the Berwyn, PA area that may be a better fit.

    Financial Analyst

    Canon Financial Services, Mount Laurel, NJ

    AI Assistant is available now!

    Feel free to start your new journey!