高级专员,业务分析
Senior Specialist, Business Analysis
公司简介:
BetaNXT 是一家领先的无摩擦财富管理基础设施、实时数据解决方案和增强型顾问体验提供商。我们投资于平台、产品和合作伙伴关系,以加速我们所服务生态系统的增长。我们的连接性方法使我们的客户能够提供全面的端到端顾问和投资者体验。
BetaNXT 为丰富的客户群提供技术、数据和运营即服务,这些客户包括财富管理公司、机构财富公司和数字经纪商。公司由三个行业领先的业务组成,综合起来为投资生命周期提供端到端的解决方案。
职位简介:
高级业务分析师是一个经验丰富的个人贡献者,负责在中等复杂度的项目中推动业务洞察和需求交付。该职位具有高度的自主性,与跨职能团队合作,将业务需求转化为可扩展的解决方案,以提高运营效率并支持战略目标。
该职位对多个流程或项目负责,并在影响决策、识别优化机会以及确保业务、技术和监管要求之间的一致性方面发挥关键作用。高级业务分析师与财务、风险、IT和合规团队紧密合作,交付数据驱动的解决方案,以提升业务表现并促进明智的决策。
高级业务分析师的职责和责任
- 在多个项目中领导业务分析工作,交付高质量的需求和可操作的见解
- 与跨职能利益相关者合作,定义业务需求和解决方案方法
- 收集、记录和验证详细业务需求(BRD、流程图、功能规范)
- 分析业务流程和工作流,识别低效环节并提出改进建议
- 与IT和项目团队合作,将业务需求转化为技术需求
- 通过确保业务目标与交付解决方案的一致性,支持实施工作
- 监控已实施解决方案的效果,并建议持续改进
- 作为业务专家,适时为经验较少的分析师提供指导
- 影响各项目之间的利益相关者共识、时间表和优先级
- 保持对最新动态的了解
查看英文原文
About Company:
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
About the Role:
The Senior Specialist, Business Analysis is an experienced individual contributor responsible for driving business insights and requirements delivery across moderately complex initiatives. This role operates with a high degree of autonomy, partnering cross-functionally to translate business needs into scalable solutions that improve operational efficiency and support strategic objectives.
The role is accountable for multiple processes or programs and plays a key role in influencing decisions, identifying optimization opportunities, and ensuring alignment between business, technology, and regulatory requirements. The Senior Specialist collaborates closely with Finance, Risk, IT, and Compliance teams to deliver data-driven solutions that enhance business performance and enable informed decision-making.
Duties and Responsibilities of the Senior Specialist, Business Analysis
- Lead business analysis efforts across multiple initiatives, delivering high-quality requirements and actionable insights
- Partner with cross-functional stakeholders to define business needs and solution approaches
- Gather, document, and validate detailed business requirements (BRDs, process maps, functional specifications)
- Analyze business processes and workflows to identify inefficiencies and recommend improvements
- Translate business needs into technical requirements in partnership with IT and project teams
- Support implementation efforts by ensuring alignment between business objectives and delivered solutions
- Monitor outcomes of implemented solutions and recommend continuous improvements
- Act as a subject matter resource, providing guidance to less experienced analysts when appropriate
- Influence stakeholder alignment, timelines, and priorities across initiatives
- Stay current on industry trends, regulatory changes, and best practices to proactively address business challenges
Skills and Experience of the Senior Specialist, Business Analysis
Required:
- Bachelor’s degree in business, Finance, Economics, or related field
- 5+ years of experience in business analysis or a related discipline
- Strong expertise in requirements gathering, process mapping, and data analysis
- Knowledge of financial services products, regulatory environments, and risk management principles
- Proficiency in Microsoft Excel, Visio, and data visualization tools
- Strong communication and stakeholder management skills
Preferred:
- Professional certification (CBAP, PMI-PBA, or similar)
- Experience working in Agile environments
- Experience with SQL, Tableau, Power BI, or similar analytics tools
- Advanced degree in Business Analytics, Finance, or related discipline
Originally posted on Himalayas