Business Analyst

Overview

We are seeking a highly motivated and detail-oriented Business Analyst to join our team supporting a leading financial services organization. This role will primarily involve supporting the modernization of a Portfolio Checkup interface—a critical financial product used by investors. You will work closely with development teams to gather requirements, define technical specifications, and document business processes for this complex product. The ideal candidate will be a self-starter, have a strong attention to detail, and a passion for problem-solving in the fintech space, particularly within investing. This is a dynamic role, ideal for someone looking to grow their career in business analysis, with the potential to transition into a product owner role.

Responsibilities:

• Requirements Gathering: Collaborate with business stakeholders, product managers, and technical teams to gather and document business requirements for the Portfolio Checkup interface.
• Analysis and Documentation: Analyze business needs and translate them into detailed functional and technical specifications for the development team.
• Collaboration: Work closely with development teams to ensure that all requirements are clear and feasible. Assist in the development of user stories and use cases.
• Product Modernization: Support the modernization and improvement of the Portfolio Checkup interface, ensuring it meets the needs of investors and aligns with company goals.
• Agile & Scrum Methodologies: Actively participate in Agile and Scrum processes, attending sprint planning, reviews, and daily standups to track progress and resolve any blockers.
• Data and Reporting: Utilize tools like Excel and PowerPoint to create reports, presentations, and dashboards for stakeholders. Assist with analysis and the identification of trends, pain points, and opportunities for improvement.
• Problem Solving: Identify process inefficiencies, gaps, and opportunities for optimization within the financial product and work with cross-functional teams to implement solutions.

Qualifications:

• Bachelor’s Degree in Business Administration, Computer Science, Finance, or related field, or equivalent experience.
• 3-5 years of experience as a Business Analyst, System Analyst, or related role, ideally within the financial services or fintech industry.
• Experience working on complex financial products, particularly those related to investing or portfolio management, is highly desired.
• Experience with Agile and Scrum methodologies, with the ability to work within an Agile team environment.
• Proficiency in JIRA, Confluence, Excel, and PowerPoint for documenting requirements, creating reports, and communicating with stakeholders.
• Strong ability to gather requirements, define functional specifications, and clearly communicate technical concepts to non-technical stakeholders.
• Detail-oriented with excellent problem-solving skills and a passion for solving complex business challenges.
• Ability to work independently and manage multiple tasks while meeting deadlines.
• Strong communication skills with the ability to work effectively with both business and technical teams.

Preferred Qualifications:

• Experience working with investing or fintech products, especially in the portfolio management or retirement space.
• Familiarity with financial concepts, such as portfolio analysis, asset allocation, and investment strategies.
• Previous experience with product ownership is a plus, as this role may transition into a product owner position based on experience and career goals.

The target hiring compensation range for this role is $44 to $49. Compensation is based on several factors including, but not limited to education, relevant work experience, relevant certifications, and location.

About Aquent Talent:

Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands.

Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits! 

Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive