Sr. Business Analyst

Title : Sr. Business Analyst


Location : Cleveland, OH, Columbus, OH or Buffalo NY (Hybrid)


Duration : Contract

Candidate must be in the 35-mile footprint of the above locations.

Job Description

This is a Hybrid position and can be in either Cleveland, Columbus or Buffalo NY 9They must be in the 35-mile footprint of these facilities.

Key Responsibilities
• Elicit, analyze, and document functional and nonfunctional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows).
• Translate business problem statements into clear, consumable requirements for technology teams.
• Perform current? State vs. future? State gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state
• Own and maintain requirements throughout the SDLC


Must-Have Skills:


1. Core BA competency; Proven experience in gap analysis, business requirement documentation, and process flow creation.


2. Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity.


3. Expertise in the wealth domain, with knowledge of any related product or system.


4. Agile experience, including using tools like Jira to manage user stories.


5. Excellent communication skills


Nice-to-Have :
• Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet.
• SQL proficiency to read and write queries and perform data mapping.
• Big Query
• Miro or Draw.io
• Confluence