Business Analyst
7 days ago
Location : Hamilton township NJ (Onsite)
Fulltime
Salary Range : $100000 to $120000//Annum
Job Description
Bachelor's degree in Finance, Business, Computer Science, Data Analytics, or related field; MBA or CFA is a plus.
• 8-10 years of experience as a Business Analyst in financial services, preferably within wealth management, investment advisory, or capital markets.
• Strong understanding of investment products, trust and estate planning, retirement solutions, alternative investments, and insurance advisory.
• Proven experience in data analysis, data visualization, and reporting.
• Proficiency in SQL, Excel, and data visualization tools (e.g., Tableau, Power BI).
• Demonstrated experience in data governance, including data quality management, metadata standards, and data stewardship.
• Familiarity with data privacy and compliance regulations (e.g., GDPR, CCPA, SEC, Client).
• Experience with business analysis tools (e.g., JIRA, Confluence, Visio) and Agile/Scrum methodologies.
• Excellent analytical, problem-solving, and communication skills.
Roles & Responsibilities
We are seeking a dynamic and detail-oriented Business Analyst to support strategic initiatives and technology programs within the Investment & Client Solutions (ICS) division. The ideal candidate will bridge the gap between business needs and technology solutions, with a strong emphasis on different product classes, data analysis, data governance, regulatory compliance, and client-centric innovation.
• Collaborate with stakeholders across Investment Portfolios, Trust Services, Retirement Planning, Alternative Investments, Insurance Advisory, and Capital Markets to gather, analyze, and document business requirements.
• Translate business needs into functional and technical specifications for development teams.
• Support the full project lifecycle including requirements gathering, solution design, testing, implementation, and post-deployment support.
• Partner with technology teams to design scalable, compliant solutions aligned with business goals and regulatory standards (e.g., SEC, Client, DOL).
• Perform in-depth data analysis to identify trends, anomalies, and actionable insights across investment and client service domains.
• Design and maintain dashboards, reports, and visualizations using tools such as Power BI, Tableau, or Excel to support strategic decision-making.
• Write complex SQL queries to extract, transform, and analyze data from multiple systems including CRM, portfolio management, and trust accounting platforms.
• Collaborate with data engineering and architecture teams to define data requirements, ensure data quality, and support the development of robust data pipelines.
• Establish and enforce data governance standards, including data lineage, metadata management, data quality rules, and access controls.
Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.
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