IT Business Analyst

2 weeks ago

Chicago, United States William Blair Full time

**Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.**:
**Join William Blair, the Premier Global Boutique.**:
William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.

We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

Responsibilities may include but are not limited to:

- Self-starter, individual contributor with a passion for building technology solutions to solve complex business problems
- Perform detailed analysis and create functional requirements specification document(s) to support business and project objectives. Deliverables include detailed user stories, project issue and dependency logs, and other artifacts as required
- Conduct stakeholder interviews to understand current state business processes, synthesize them to create process flow diagrams and other visual aids to facilitate solution design sessions
- Work closely with the product owner to establish project objectives, goals, milestones, timelines and other project related activities
- Comfortable performing analysis on large sets of data and deriving insights and inferences to inform business requirements
- Superior communication skills with the ability to effectively interact with business and technology stakeholders across PWM
- Ability to effectively collaborate with cross product teams to design integrated solutions for complex business problems
- Develop an understanding of PWM's business functions, future strategic goals, and business challenges
- Familiarity with wealth management technology trends and best practices
- Ability to work collaboratively in teams and develop trusted relationships to achieve PWM objectives and goals
- Ability to manage day-to-day project activities including, project-level reporting; proactive identification of risks, dependencies and escalations as needed
- Drive closure of project issues, risks and open items in a prompt manner

Qualifications:

- 4-5 years of experience as a business analyst of technology projects. Financial Services industry experience and wealth management industry experience preferred.
- Experience with Powerpoint, Excel, Visio and other Microsoft Office tools.
- Experience working with wealth management technology platforms in areas such as reporting and trading highly valuable (for example, Envestnet | Tamarac, Fidelity and similar platforms).
- Bachelor's degree valued or relevant experience as noted above
- Knowledge of software engineering best practices across the development lifecycle, including agile methodologies
- Experience with requirements gathering and working with project team, vendors, business stakeholders and engineering to develop system design and solutions
- Experience in working and delivering end-to-end technology projects, including project management related activities
- Superior written and oral communication skills and the ability to communicate effectively on both a technical and business level
- Self-starter, detail oriented and able to prioritize tasks
- Organized - ability to multi-task
- Excellent problem solving and analytical skills
- Works cooperatively with others to accomplish objectives
- Demonstrates initiative and persistence - is self-motivated

LI-CG1
- William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE M/F/d/v_

**_ Note to External Recruiters / Search Firms_**_: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission._
- Download William Blair's privacy policies for job applicants:_
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation

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