We Insure · 5 hours ago
Sr Business Analyst (Wealth)
NYC
Full-time
Hybrid
Mid, Senior Level
$114K/yr - $143K/yr
5+ years expApex Fintech Solutions is a leader in digital wealth management, providing innovative fintech solutions that democratize access to financial markets. The Sr Business Analyst (Wealth) will play a crucial role in understanding business needs and translating them into functional solutions, working closely with stakeholders to identify opportunities for process improvements and support project implementations.
Insurance
Responsibilities
Collaborate with stakeholders to understand and document business needs, objectives, and requirements
Analyze and translate business requirements into detailed functional specifications
Conduct stakeholder interviews, workshops, and brainstorming sessions to elicit requirements and gather necessary information
Perform gap analysis to identify areas where current processes or systems fall short of meeting business needs
Collaborate with cross-functional teams to identify and recommend process improvements, system enhancements, and strategic initiatives
Create and maintain comprehensive documentation of business requirements, use cases, and user stories
Conduct feasibility studies and cost-benefit analysis for proposed solutions
Work closely with development teams and project managers to ensure the successful delivery of projects
Participate in system testing and support user acceptance testing activities
Provide ongoing support and troubleshooting for business systems and applications
Stay updated on industry trends, best practices, and emerging technologies related to business analysis
Act as a liaison between business stakeholders and technical teams to facilitate effective communication and understanding
Assist in training and knowledge transfer to end-users and stakeholders on new systems and processes
Qualification
Required
Bachelor's degree in Business Administration, Information Systems, or a related field
5+ years of work experience in business analysis, or a similar role; Broker Dealer products, operations and wealth solutions knowledge preferred
Strong analytical and problem-solving skills
Strong documentation and technical writing skills
Excellent communication and interpersonal skills
Detail-oriented with a focus on accuracy and quality
Proficiency in business analysis techniques, tools, and methodologies
Familiarity with software development lifecycles and project management methodologies
Ability to understand complex business processes and translate them into functional requirements
Ability to work independently and in a team environment
Preferred
Broker Dealer products, operations and wealth solutions knowledge
Benefits
Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits
Hybrid work schedule
Company
We Insure
We Insure is passionate at being the very best independent agency solution.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Weinberg
Managing Partner
Company data provided by crunchbase