Business Analyst

7 days ago

Westlake, Ohio, United States Equity Trust Full time
This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period.

JOB OVERVIEW:The Business Analyst is responsible for continuous exploration, analysis, and deployment of digital solutions that enable strategic themes and objectives. This individual will have direct responsibility for solutions, requirements, solution design, and quality assurance in alignment with business areas. Working closely with Product Managers, stakeholders from Marketing, Sales, Product, Operations, Investments, Finance, Compliance, and Legal and in coordination with the Solutions Engineering team to drive new digital solutions, fulfilling corporate goals.
RESPONSIBILITIES & DUTIES:
  • Collaborates with a wide variety of areas to understand business objectives that translate into digital solutions.
  • Participates in the analyzes and development of requirements and solution designs including digital experiences for all users (internal and external).
  • Spends a significant amount of time collaborating between business areas and IT to ensure deep understanding of problems being solves, value being delivered, and commitment to adoption of solution delivery.
  • Works closely in a hands-on manner and in an agile framework with the development teams, including addressing daily prioritization needs, providing real-time feedback, refining, and preparing the backlog, creating functional user stories, acceptance criteria, and release planning, and answering ongoing questions. Makes critical decisions regarding functionality and priority for the team with a focus on delivering value.
  • Completes testing of solutions including the development of test cases, testing tracking, and management of secondary testing by business owners.
  • Provides technical expertise and training to other departments in support of new and existing solutions.
  • Develops and maintains reports that measure the quality and performance of solutions.
  • Presents to senior leadership and executive committee updates and reviews of solutions.
  • Supports support for production solutions after triage by IT Operations.
  • Performs other duties as assigned

QUALIFICATIONS:
  • Associate degree in Business, IT, or related field preferred; Bachelor's degree a plus
  • 3 years in the business analyst or product field or equivalent, college internships may qualify
  • Banking and financial services experience a plus

PROFESSIONAL CERTIFICATIONS:
  • None Required

TECHNICAL SKILLS:
  • Ability to compile data and synthesize it into actionable information
  • Proficient with Microsoft Office applications
  • Intermediate experience with testing including test case development and execution
  • Technical documentation experience a plus

CULTURAL COMPETENCIES:In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
  • Manages Complexity
  • Drives Vision and Purpose
  • Action Oriented
  • Situational Adaptability

PHYSICAL DEMANDS/WORK ENVIRONMENT:This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at .

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

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