Business Analyst

• Provide operational support to various desks based on workload and specific needs
• Lead and manage projects, including quarterly quality checks, fee audits, and statement reviews
• Coordinate system specifications and project plans between operations stakeholders and IT teams
• Analyze operational and system trends to identify issues and propose solutions to management
• Process departmental service and research requests with efficiency and accuracy
• Collaborate with department managers to evaluate and enhance processes, addressing breakdowns and recommending improvements
• Monitor and report trends that may require training updates or process enhancements
• Conduct yearly audits and ensure compliance with established operational standards
• Support business continuity plans by being prepared to perform essential functions remotely when necessary
• Participate in ad-hoc projects as assigned by management

• Minimum of 2+ years of experience in the financial services industry, preferably with a broker/dealer
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is preferred
• Strong analytical and problem-solving skills, including proficiency in Excel or similar tools
• Excellent written and verbal communication skills
• Detail-oriented with exceptional organizational skills and the ability to meet strict deadlines
• Basic knowledge of financial services regulations and compliance standards
• Ability to work effectively in a collaborative team environment

Familiarity with process improvement methodologies, such as Six Sigma or Lean

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan
• free online training