Kestra Financial · 2 hours ago
Business Analyst
Tempe, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expKestra Financial offers industry-leading wealth management platforms for independent financial professionals. As a Business Analyst, you will conduct analysis to develop business requirements and process models, while collaborating with various stakeholders to support technology solutions that enhance decision-making and organizational practices.
BankingConsultingFinanceFinancial Services
Responsibilities
Elicit and refine problem statements from our business stakeholders
Establish and document business and technology requirements in the form of business requirements, user stories and process models
Be a key member in our effort to build best in class technology supporting our organizational roadmap, strategic initiatives and working practices
Compose supporting documentation throughout the analysis process
Balance technology and business issues and communicate with both technology and business experts
Partner with, and be a resource to, Program Managers, Product Owners, business Subject Matter Experts, Leadership, and end users throughout the SDLC
Translate our requirements into appropriate technical specifications
Recommend technology solutions to improve our business decision-making with a focus on the essential systems, technology strategies and standards
Recognize potential assignments outside own areas of specialization and apply appropriate technology related expertise
Be a liaison and participate in defining technology solutions to solve complex, many-sided problems with long-term effects
Work on multiple tasks at any one time while maintaining quality
Facilitate group meetings such as requirements elicitation ceremonies
Participate in the configuration and management of our JIRA/Confluence instance, including workflow management, issue management, and dashboard reporting
Qualification
Required
2+ years of experience in IT-related roles demonstrating progression through IT Business Analysis Career Path
Bachelor's degree in technology (in Computing/Software/Technology related subject) or business
Experienced user of standard software development tools (Confluence, JIRA, Azure DevOps)
Experience with product/technology life cycles and the concepts and practices required to implement information systems
IT Experience in the financial services industry. (Experience with Independent Broker Dealers and similar financial services organizations especially beneficial)
Experience with Databases and Data Structures
Benefits
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase