Business Analyst
4 weeks ago
We are seeking a skilled Business Analyst with experience in Wealth Management and Brokerage to join our team at ShiftCode Analytics in Dallas, TX. The ideal candidate will have a strong background in business analysis, effective communication skills, and the ability to work hybrid.
Key Responsibilities:
- Provide business analysis support for Wealth Management and Brokerage initiatives
- Develop and maintain business requirements documents and process maps
- Collaborate with cross-functional teams to identify and prioritize business needs
- Design and implement process improvements to increase efficiency and productivity
- Develop and maintain reports and dashboards to track key performance indicators
Requirements:
- Education to degree level, preferred
- 3+ years of brokerage/compliance experience, preferred
- 5 to 7 years of business analysis experience
- Effective interpersonal skills, including proven abilities to listen, comprehend, effectively communicate clearly and concisely to obtain positive results
- Strong PC skills, including experience with Microsoft Office (Excel, Word, Power point etc.)
- Strong presentation skills
- Effective project management skills
- Strong organizational skills, ability to juggle multiple priorities effectively
- Problem solving and business analytical skills
- Strong project management skills, and ability to multitask
- Understanding of Process Fundamentals
- Hands-on knowledge of Customs clearance function
- Worked on banking or wealth management domain
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