Senior Business Analyst

InvestCloud is excited about an opportunity for an individual with experience in delivering financial technology. This role, within our Digital Wealth unit, provides the ability to make an impact internally, and on InvestCloud’s largest client relationships. The ideal candidate will have very strong analytical and organizational skills, a strong sense of ownership, a demonstrated history of positive results in delivering financial technology, a genuine willingness tolearn, and the capability to quickly master new skills.  What does a great Business Analyst do? In this role you will formulate and define system scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements.  A great business analyst will devise or modify procedures to solve complex problems for our clients and the market we serve.  This includes analysis of user needs, documentation of requirements and translation into proper system requirement specifications. How you will provide meaningful contributions: You will also be part of a team that reviews customer specific requests and translate business requirements into clear actionable documentation and provide solutions based on current feature functionality or new custom feature functionality. Partner with strategic client teams, providing premium services for complex issues and work within a streamlined environment to respond quickly to client needs. Serve as a subject matter expert and provide thought leadership to other areas of the firm with questions or issues related to our products and client functionality. Basic Qualifications for Consideration: Bachelor’s Degree, preferably with exposure toBusiness Administration and/or Computer Science 5 to 7 years of experience in Business or Systems Analysis in wealth management, wealthtech or financial services technology, ideally on advisor- or investor-facing digital products Working knowledge of portfolio data, holdings, performance and reporting as surfaced to advisors and investors; PortfolioAccounting and Performance Measurement experience a plus Proven ability to map data through the lifecycle of an account or client journey (prospect, onboarding/KYC, funding, servicing and reporting) Strong communication skills to clearly convey complex technical specifications to clients and internal teams. Ability to collaborate with a cross-functional team to achieve results Skilled in eliciting, analyzing, specifying, and validating the business needs of stakeholders Experienced in gathering customer requirements through interviews, workshops, questionnaires, workflow storyboards, journey mapping, process modelling (BPMN), use cases, user stories, scenarios and acceptance criteria Demonstrated ability to work with stakeholders and project teams to prioritize collected requirements Experience writing API and integration requirements and working with engineers on data flows Preferred Skills / Experience Ability to collaborate with project sponsors to define project scope and vision Experience representing the voice of the customer, including advisors and end investors Skilled in balancing speed and quality when making tactical development decisions that impact functionality or usability in an agile, client-driven environment Understanding of data structures and databases, SQL and API/JSON familiarity, and how to use that data for integration Stakeholder influence and consulting-style client management, including collaboration with globally distributed teams