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Advisor360° · 2 months ago

Business Analyst

Needham, MA

Full-time

Hybrid

New Grad, Entry Level

$73K/yr - $82K/yr

Advisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate. They are seeking a Business Analyst to bridge the gap between customer needs, marketing insights, and product strategy, collaborating with Product Managers, Sales, and Marketing teams to drive product direction and organizational growth.

Information TechnologySaaSSoftwareTrading PlatformWealth Management

No H1B

Responsibilities

Support customers and prospects and partner with Product Managers to transform business and customer insights into product requirements and roadmap inputs

Create clear, structured business and functional documentation that informs product and go-to-market decisions

Gather, analyze, and synthesize data from customers, sales teams, and marketing to identify emerging trends and business opportunities

Support Sales with product-related insights, competitive analysis, and data-driven materials that strengthen customer engagement

Work cross-functionally to streamline workflows between Product Management, Marketing, and Sales

Leverage AI and analytics tools to visualize trends, measure adoption, and quantify business impact

Coordinate across internal teams to ensure consistent messaging, efficient communication, and alignment with company strategy

Qualification

Data AnalysisAI ToolsBusiness DocumentationCRM SystemsAgile EnvironmentsAnalytical MindsetCommunication SkillsSelf-starter

Required

Bachelor's degree in Computer Science, Information Systems, Business Administration, or related field

Strong analytical mindset with the ability to interpret and communicate complex data clearly

Familiarity with AI tools (e.g., ChatGPT, Microsoft Copilot, data visualization tools) and how they can be applied to business analysis and product management

Excellent verbal and written communication skills with an ability to collaborate across technical and non-technical teams

Self-starter with a strong desire to learn, grow, and advance into a Product Management career path