Senior Business Analyst

Overview

WHO are we looking for?

The Senior Business Analyst s upports initiatives across the firm, working closely with the Product Management team, software delivery teams, and business stakeholders. The role emphasizes analytical problem solving, deep process understanding, and data informed insight to ensure solutions are effective, scalable, and aligned with business objectives. This position requires demonstrated experience operating independently in ambiguous problem spaces, applying judgment to shape analysis, frame problems accurately, and support sound decision making. The Senior Business Analyst contributes analytical depth during discovery, investigates data to inform solution direction, and supports issue resolution and adoption measurement over time.

Responsibilities

• Support and, when appropriate, lead requirements discovery by bringing structure, analytical rigor, and clarity to loosely defined business problems
• Analyze business processes, workflows, systems, and data to identify gaps, dependencies, risks, and improvement opportunities
• Apply judgment to determine appropriate scope and depth of analysis, balancing completeness with timeliness
• Translate complex or ambiguous problems into clear problem statements, findings, and decision relevant insights
• Investigate and interpret data from multiple sources to surface patterns, trade offs, and implications for solution direction
• Identify and communicate data limitations, quality concerns, or assumptions that may affect conclusions
• Collaborate closely with software delivery teams to clarify requirements and maintain shared understanding throughout execution
• Produce clear, high quality documentation including analytical findings, functional documentation, and process flows
• Support validation, issue resolution, and refinement efforts through structured analysis and problem diagnosis
• Contribute to adoption measurement and outcome evaluation by helping define, interpret, and contextualize user metrics

Senior Level Expectations

• Operates effectively in environments where problems are not fully defined and requirements are still emerging
• Challenges problem framing constructively and identifies when effort is focused on the wrong question or outcome
• Synthesizes analysis into decision grade insight rather than producing documentation alone
• Balances local initiative needs with broader enterprise considerations to avoid unintended downstream impacts
• Exercises discretion and judgment in navigating competing priorities, incomplete information, and stakeholder expectations

Qualifications

Minimum Qualifications:

• Bachelor's degree preferred or equivalent experience
• Minimum 5 years of relevant experience
• Significant experience in business analysis, process analysis, or related analytical roles supporting enterprise system
• Strong analytical skills with the ability to structure complex problems, assess impacts, and surface meaningful insights
• Experience working with large or complex data sets, including interpreting findings and limitations rather than focusing solely on data extraction
• Proven ability to document and communicate complex concepts clearly to both technical and non technical audiences
• Experience collaborating with cross functional teams, including product, delivery, and business stakeholders

Desired Qualifications/Skills:

• Experience in the financial services or wealth management industry, including exposure to regulated or data sensitive environments
• Experience working with Dynamics 365 CE / CRM or comparable enterprise CRM platforms, particularly in analytical, reporting, or process oriented contexts
• Familiarity with work management and delivery tools such as Jira or Azure DevOps
• Experience using process and diagramming tools (e.g., Visio or equivalent) to document workflows and system interactions
• Exposure to low code or workflow automation platforms such as Power Automate
• General familiarity with UI / UX concepts and the ability to review designs with a critical, analytical lens
• Exposure to LLM or AI enabled tools, including applying them to analysis, documentation, research, or workflow efficiency

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Company discretionary bonus.
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#mid-senior

This position will remain open until filled.