Business Analyst - Client Financial Advisory (Asset Management Sales)

Mitchell Martin

Business Analyst - Client Financial Advisory (Asset Management Sales)Join our team as a Business Analyst in the Client Financial Advisory sector, focusing on asset management sales. Located in Newport Beach, CA, this contract position involves collaborating with various stakeholders to enhance a sales platform. Responsibilities include requirement gathering, process analysis, and supporting platform development using data-driven technologies.Gather and document business requirements for platform capabilities and data integrations. Translate business needs into user stories and functional specifications. Collaborate with stakeholders to define objectives and success metrics. Analyze sales processes to identify opportunities for efficiency improvements. Support user acceptance testing and validate new features for effectiveness.Bachelor's degree in Business, Finance, Economics, Information Systems, Computer Science, or related field. 3-5 years of experience as a Business Analyst or related role in asset management or financial services. Strong understanding of investment products and financial markets. Experience with sales organizations and advisor-facing platforms. Proficiency in translating business concepts into functional requirements.Data Analysis | Reporting Tools | CRM Systems | Agile Methodologies | Business Intelligence Tools Mitchell Martin

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Vacancy posted 14 hours ago

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