Business Analyst

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Job Identification Number: 994

Location: New York, NY

Job Type: Direct Hire

Job Category: Financial Services

Qualified candidates, please attach resume when applying.


Our client, a leading asset management firm, is seeking a Business Analyst in their NYC office. The ideal candidate will have  prior experience working with sales organizations preferably within the financial services sector.

Primary Responsibilities:

  • Become a subject matter expert in the core business functions and technology solutions of the sales and client service teams
  • Ability to analyze and understand complex business processes and present them in an understandable and logical format
  • Develop detailed requirements documentation including user stories, use cases, design specifications, business process and data flows, and acceptance criteria
  • Independently execute complex data analysis across multiple platforms through the use of Excel, and other available tools
  • Manage support issues raised by the business through to resolution
  • Be very resourceful to proactively identify and engage available resources and subject matter experts in related areas to achieve your goals

Qualifications and Requirements:

  • Bachelor’s Degree in Computer Science, Business or related field and 5 – 10 years of experience in a similar role, preferably in Financial Services
  • Prior use knowledge of CRM systems and processes
  • High level of proficiency with Microsoft Office applications (Word, Excel, PowerPoint, MS Project, etc.)
  • A solid understanding of the software development lifecycle, in particular with 3rd party vendors
  • Experience executing small to medium sized projects and general understanding of Project Management principles