Apply on Employer Site

Focus Financial Partners · 3 months ago

Vice President, Business Analyst

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $135K/yr

7+ years exp

Focus Financial Partners is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. The Business Analyst will support growth and innovation initiatives, enhancing wealth management operations through data-driven insights and process improvements, while collaborating with stakeholders to optimize workflows and implement new strategies.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Work with stakeholders across the firm to identify opportunities for innovation, automation, and process improvement. Present updates, status, and findings, written and verbal, at both the executive level and across a broad audience

Gather, analyze, and document business requirements and functional specifications for system enhancements and new projects

Support or lead cross-functional projects from inception through implementation, ensuring milestones are met and objectives are achieved

Develop and propose innovative, data-driven solutions to operational problems. Assist with testing, validation, and user training to ensure successful adoption of new systems and processes

Build strong, collaborative relationships with stakeholders across various departments, including operations, technology, compliance, and client-facing teams. Act as a liaison to ensure clear communication and alignment throughout the project lifecycle

Create key metrics and KPI tracking capabilities through dashboards. Identify key data points to measure, source data from multiple firm systems, and present metrics in a meaningful way. Conduct in-depth analysis to identify inefficiencies, bottlenecks, and areas for improvement

Qualification

Business analysisData analysisProject managementFinancial services experienceTechnology systems proficiencyCommunication skillsProblem-solvingOrganizational skills

Required

7-10 years' experience with business analysis work involving large complex projects and building/fostering a broad range of business relationships with multiple stakeholders

Bachelor's Degree

Experience in project and process management and working cross-functionally

Fluent in multiple technology systems with ability to quickly learn new ones

Excellent organization, prioritization, and time management skills

Exceptional oral and written communication skills

Proactive problem-solver, solutions-oriented, and demonstrated autonomy when executing on assignments

Proven ability to identify gaps, inefficient processes, and automation opportunities

Must be able to work in our Boston office on a hybrid schedule