Business Analyst III

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

The Opportunity

We are seeking an experienced Business Analyst to lead the collaboration with business users in designing and documenting requirements for the implementation of a Wealth custodial platform. The ideal candidate will effectively bridge the gap between business needs and technical solutions, ensuring seamless integration of investment and wealth management processes, from account opening to back-office operations.

This role demands strong communication, transparency, and accountability, as the analyst will prioritize tasks, provide proactive updates on progress, and take ownership of deliverables. Success hinges on the ability to understand broader objectives, anticipate needs, execute with minimal oversight, and flexibly pivot to support evolving business priorities-whether through requirements documentation, process mapping, testing support, or readiness activities.

The candidate will act as a key liaison between business users, IT teams, vendors, and risk partners, ensuring clarity in requirements and fostering a culture of collaboration and results-driven execution.

The Responsibilities

• Collaborate with business users to design and document requirements for a Wealth custodial platform implementation.

• Ensure seamless integration of investment and wealth management processes, including account opening and back-office operations.

• Prioritize tasks, provide proactive updates, and take ownership of deliverables.

• Document system integration requirements and translate business outcomes into integration architecture.

• Support testing activities and quality assurance processes.

• Act as a liaison between business users, IT teams, vendors, and risk partners.

The Qualifications

• 5-9 years of experience as a business analyst in wealth management, custody, or investment operations.

• Prior experience with custodial platform implementations, particularly cloud-based or SaaS solutions requiring configuration and integration work.

• Deep understanding of investment products, account types, and back-office functions.

• Proficiency in requirements management tools and process modeling tools (e.g., Visio, BPMN).

• Data analysis capabilities and ability to map data flows and integration points across systems.

• Strong communication and problem-solving skills.

• Demonstrated adaptability and ability to shift priorities to meet business needs.

• Familiarity with wealth management regulatory frameworks and operational risk management principles.

• Bachelor's degree in finance, business, or a related field. Certifications (e.g., CBAP, CFA) are a plus.

This is the pay range that Magnit reasonably expects to pay for this position: $45.00/hour - $61.00/hour

Benefits: Medical, Dental, Vision, 401K

QUALIFICATION/LICENSURE

Work Authorization : US Citizen

Preferred years of experience : 1 years

Travel required : No travel required

Shift timings :