Business Analyst II
Yodlee
- Berwyn, PA
- Permanent
- Full-time
- Build and maintain relationships with both internal and external stakeholders, ensuring all interactions support the client experience journey
- Perform initial analysis of existing Platform Experiences, Data Solutions and 3rd party software integrations, supporting Solutions Consultant with identification of opportunities for improvement
- Review and analyze moderate to complex business problems and assess potential solutions to ensure client requirements are captured and implemented in the platform
- Facilitate and lead training and key workshops to ensure client understanding of platform capabilities and how they map to the future design state in the platform
- Prepare detailed specifications for data mapping, customization reporting, business and technical requirements; gather key requirements to support the configuration, execution, and validation of user experience and interface designs
- Identify and document data analytics and insights opportunities and work with other business units to prioritize new insight features that address client issues, features or feedback.
- Ensure adherence to the delivery roadmap
- Support all documentation initiatives to continuously improve and support the delivery process
- Plan and prioritize individual/own assignments and tasks to support team performance measures; complete and report on assigned tasks
- Partner with product managers to understand the needs of financial advisors and wealth managers.
- Analyze data to identify trends, risks, and opportunities in the financial markets.
- Develop data-driven insights and recommendations tailored to different advisor and client segments.
- Translate complex data analysis into clear and actionable reports and visualizations.
- Collaborate with product development teams to design and implement data-driven features and functionalities within the Wealth Data Platform used by enterprises, investment managers and financial advisors.
- Stay up-to-date on industry trends and regulatory changes impacting data and analytics in wealth management.
- By combining your business acumen, analytical skills, and financial knowledge, you'll play a vital role in helping Envestnet Data Solutions deliver decision intelligence tools and insights to financial professionals.
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
- Bachelor's degree in Business Administration, Finance, Economics, Statistics, or a related field.
- 3+ years of experience in business analysis, preferably within financial services or technology companies.
- 2 - 5 years of demonstrated experience in a client-facing role in various stages preferred, including but not limited to, pre-sales, solutions delivery, client experience
- Experience with Agile methodologies, especially prioritization and managing flexible project scopes.
- Excellent critical thinking, analytical and problem-solving skills; ability to apply this knowledge in the identification and development of complex business solutions
- Excellent verbal and written communication skills, including facilitation/presentation skills; ability to communicate effectively with stakeholders at all levels to express goals, strategies, and concepts
- Strong interpersonal skills with proven ability to build and maintain strong working relationships, both internally and externally
- Superior organization, planning, time/workload management, risk identification and mitigation capabilities to plan and execute activities with defined goals
- Ability to work with minimal supervision and balance/manage multiple concurrent, competing activities and timelines with appropriate prioritization and focus
- Experience identifying opportunities for process improvement and collaborating with leadership to implement solutions
- Proficiency in Microsoft Office programs
- Proficiency in data analysis tools (e.g., SQL, Python) and data visualization tools (e.g., Tableau, Power BI).
- Understanding of financial data and wealth management concepts.
- Experience with business intelligence (BI) platforms required.
- Strong written and verbal communication skills to convey complex data insights clearly.
- Interpersonal skills to collaborate effectively with financial advisors, wealth managers, and product development teams.
- Excellent analytical and problem-solving skills to identify trends and opportunities within data.
- Strong attention to detail and a commitment to accuracy.
- Solid understanding of the wealth management industry and financial markets.
- Familiarity with data privacy regulations relevant to financial data (e.g., FINRA, SEC).
- Proficiency in databases (SQL, My SQL) is preferred
- Experience reviewing contracts and working with Legal teams to draft and execute agreements
- Experience working in the Financial Services sector or in a technical support capacity
- Be a member of a leading financial services and products innovation company
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K - Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable match
- Wellness Program
- Work on global projects with diverse, energetic, team members who respect each other and celebrate differences