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Business Analyst - Advisor Compensation

VBeyond

Business Analyst


Hamilton NJ


Skill Set


Business Analyst - Corporate Finance, Advisor Compensation, New Advisor Team Onboarding

Must Have Technical/Functional Skills

  • Experience in business analysis, ideally within financial services or wealth management.
  • Knowledge of corporate finance principles and advisor compensation models.
  • Background in defining and implementing business workflows.
  • Strong communication and stakeholder management abilities.
  • Capable of independent and collaborative work in a changing environment.
  • Competent in documenting current and future state processes related to Rockefeller's data ecosystem and digital experience.
  • Experience with UI development, including requirements definition and design.
  • Demonstrates critical thinking and an enterprise perspective.
  • Familiarity with systems and tools used at Rockefeller, such as DevOps, Dynamics 365.
  • Finance & Operations, Alteryx, Power BI, Solver, Jaccomo.
Roles & Responsibilities
  • Lead and support cross-functional projects related to corporate finance and advisor operations.
  • Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management.
  • Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track.
  • Analyze advisor performance metrics and compensation structures for strategic decision-making.
  • Define onboarding workflows for new advisors, ensuring compliance and operational preparedness.
  • Facilitate communication among stakeholders to ensure clarity and alignment.
Support AI-related initiatives by identifying opportunities for automation, data integration, and reporting.
Vacancy posted 4 days ago
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