Business Analyst II

Job Description This role supports Operations desks based on volume and needs and may train on additional desks. It involves all tasks of a Business Analyst Level 1 and may assist with those responsibilities. The Business Analyst Level 2 focuses on Level 2 projects and processes, including but not limited to quarterly QCs, liaison work between Operations stakeholders and IT on system specifications, project plan coordination, and testing. Provide additional projects and processes at the manager’s discretion. Process department SRRRs and Service/Research Requests. Deliver support and processing to listed desks based on volume and needs, review SOPs, and recommend improvements. Lead Level 2 Projects and Processes such as ad‑hoc projects, quarterly QCs fees, statements, net‑change reports. Conduct yearly Operations audits and coordinate on behalf of Operations stakeholders. Document specifications, coordinate new systems work plans, track issues on existing systems, and test. Analyze and evaluate problematic operational and system trends, recommend solutions to management. Work with department managers to evaluate processes, identify breakdowns, and recommend modifications and enhancements. Report trends and recommend training needs and enhancements. Benefits: PTO, health, medical, vision, disability, life insurance, 401k, profit‑sharing retirement program and more. Skills Required HS Diploma or GED. PMP Certification or 1 year of Project Management experience. 2+ years of industry experience with a broker‑dealer or financial institution. Skills Preferred BA Degree in Finance, Accounting, Business Administration, or similar. FINRA License – SIE within 6 months of hire. #J-18808-Ljbffr Crossroads Staffing