Operations Business Analyst I jobs in United States
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Security Benefit · 1 day ago

Operations Business Analyst I

Security Benefit is a leader in the U.S. retirement market with over $55 billion in assets under management. They are seeking an experienced Operations Business Analyst to design, analyze, and implement innovative solutions that drive efficiency and exceed expectations within their collaborative team.

CrowdfundingFinancial ServicesInformation Technology

Responsibilities

Address and resolve client inquiries or escalations promptly
Implement solutions for operational challenges, maintaining high service standards
Serve as primary contact to advisors and/or plan sponsors, maintaining and strengthening key relationships
Retrieve and manipulate data for reporting purposes to support strategic decision-making
Preparing technical reports by collecting, analyzing, and summarizing information and trends using Microsoft Excel and SQL
Review and process new plan implementation documents through our established intake procedures
Functioning as a liaison between our shared service providers and other internal or external teams and contacts to streamline administrative processes
Contribute to the continuous improvement of operational processes and ensure compliance with industry standards

Qualification

Data analysisSQLMicrosoft ExcelSalesforceCritical thinkingCommunication skillsRelationship building

Required

An experienced Business Analyst with 0-2 years' experience in financial services, with a key focus in operations
Possess the ability to work independently and collaboratively in a team-oriented environment
Possess an analytical mindset with a focus on delivering digital client solutions
Solid skills in Microsoft Excel including data analysis and report creation
Solid knowledge of SQL for querying and manipulating data
Strong critical thinking to identify solutions and improve processes
Excellent oral and written communication skills
Possess strong relationship building skills with the ability to interact positively and successfully with internal and external customers, and all levels of staff and management to meet business needs
Willing to develop a broad understanding of products, services, policies, procedures, regulations, and laws for effective performance
Willingness to take on diverse responsibilities and adapt to changing priorities

Preferred

Have a bachelor's degree in business or related field preferred. Equivalent work experience may be considered in lieu of a degree
Proficient knowledge in Salesforce is preferred
Retirement plan credentials (e.g., CRPS, QKS, QKA) are a plus

Benefits

33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
Paid parental leave after 90 days of service.
Comprehensive medical, dental & vision insurance.
401(k) with company match, plus Profit Sharing & Savings Plan.
Short- and Long-Term Disability Insurance to give you peace of mind.
Flexible Spending Accounts for medical and dependent care.
Life Insurance to protect your loved ones.
Educational assistance to support your career development.
Associate assistance programs for your personal and professional well-being.

Company

Security Benefit

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Security Benefit is a financial service provider company.

Funding

Current Stage
Late Stage
Total Funding
$1.15B
2025-09-26Debt Financing· $500M
2024-10-30Debt Financing· $650M

Leadership Team

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Doug Wolff
CEO & President
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Company data provided by crunchbase