NuStar Technologies · 1 day ago
Business Analyst – Corporate Finance, Advisor Compensation & New Advisor Team Onboarding
NuStar Technologies is a company focused on financial services and wealth management, seeking a Business Analyst to lead and support projects related to corporate finance and advisor operations. The role involves eliciting and documenting business requirements, collaborating with engineering teams, and analyzing advisor performance metrics to inform strategic decisions.
AnalyticsConsultingEnterprise Resource Planning (ERP)IT ManagementStaffing Agency
Responsibilities
Lead and support cross-functional projects related to corporate finance and advisor operations
Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management
Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track
Analyze advisor performance metrics and compensation structures for strategic decision-making
Define onboarding workflows for new advisors, ensuring compliance and operational preparedness
Facilitate communication among stakeholders to ensure clarity and alignment
Support AI-related initiatives by identifying opportunities for automation, data integration, and reporting
Qualification
Required
Experience in business analysis, ideally within financial services or wealth management
Knowledge of corporate finance principles and advisor compensation models
Background in defining and implementing business workflows
Strong communication and stakeholder management abilities
Capable of independent and collaborative work in a changing environment
Competent in documenting current and future state processes related to Rockefeller's data ecosystem and digital experience
Experience with UI development, including requirements definition and design
Demonstrates critical thinking and an enterprise perspective
Familiarity with systems and tools used at Rockefeller, such as DevOps, Dynamics 365
Finance & Operations, Alteryx, Power BI, Solver, Jaccomo
Benefits
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Company
NuStar Technologies
NuStar Technologies provides staffing, recruiting, cloud enablement, ERP implementation, analytics, web solution, and managed services.
Funding
Current Stage
Early StageCompany data provided by crunchbase