Business Analyst

4 weeks ago


Dallas, Texas, United States ShiftCode Analytics Full time

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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