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Valmark Financial Group · 18 hours ago

Business Analyst

Akron, OH

Full-time

Hybrid

Mid Level

$70K/yr - $80K/yr

3+ years exp

Valmark Financial Group is seeking a Business Analyst who serves as a process expert for their investment business. The role involves creating reports, analyzing data, and driving investment initiatives to completion while collaborating with various teams and stakeholders.

Financial Services

Responsibilities

Lead Strategic Technology and Process Enhancements

Drive technology initiatives that create efficiencies, support scalability, and enhance both existing and new investment strategies

Serve as the subject matter expert (SME) and product lead for key investment technologies, overseeing testing, feedback, and vendor relationships such as PershingX, Tamarac, DST, etc

Identify and recommend process improvements or data initiatives that simplify complexity, optimize workflows, and ensure Valmark remains innovative within the industry

Partner closely with the VP – Financial Operations to improve productivity, manage competing priorities, and maximize impact across teams and product lines

Act as an integrator across various work streams, providing broad and balanced perspectives that align with organizational goals

Assist in preparing and facilitating meetings, tracking initiatives, and ensuring timely follow-up on key action items with IT and other internal stakeholders

Serve as a liaison among investment unit leaders to improve information flow and collaboration

Hold stakeholders accountable to project deadlines and deliverables

Promote alignment and synergy between teams by identifying shared goals and opportunities for integration

Collect, analyze, and interpret investment data to provide insights and recommendations for leadership decision-making

Develop clear, actionable reports for Member Offices, carrier partners, and senior management

Monitor key performance indicators to identify trends, gaps, and areas for strategic improvement

Own and manage business initiatives from concept through completion, including strategy, planning, communication, testing, implementation, and evaluation

Coordinate across departments to ensure milestones are met and outcomes align with organizational objectives

Serve as a central point of contact for project updates, risks, and adjustments

Steer and co-facilitate committee meetings with the VP of Financial Operations to advance division priorities

Act as an escalation resource on complex business or operational issues, providing recommendations and resolution strategies

Model collaboration, innovation, and continuous improvement to strengthen the Investment division’s overall effectiveness