Demo

Business Analyst - Financial Services

iO Associates - US
Berwyn, PA Full Time
POSTED ON 4/3/2025
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.
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