Business Data Analyst

Plano, TX - USA

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

9-12 Years of Exp as a Business regularly with Wealth Management business stakeholders (advisors product teams operations compliance) to understand business needs challenges and regulatory requirements.
Analyze current business processes related to client onboarding portfolio management reporting advisory services and operational workflows.
Facilitate requirement-gathering sessions workshops and walkthroughs to capture detailed business needs.
Translate business needs into clear structured functional requirements and user stories for technology and delivery teams.
Document business processes workflows data flows and target-state operating models.

Work closely with technology teams to clarify requirements answer questions and ensure shared understanding throughout development.

Support prioritization of requirements based on business value regulatory impact and delivery timelines.

Act as a bridge between Wealth Management business teams and IT ensuring solutions meet business expectations.

Participate in Agile ceremonies such as sprint planning backlog grooming demos and retrospectives.

Validate delivered functionality through requirement walkthroughs user acceptance testing (UAT) support and defect triage.

Ensure solutions comply with internal controls regulatory guidelines and risk management standards.

Assist with change management activities including impact assessments training material review and release communications.

Provide ongoing support post-implementation to ensure business adoption and issue resolution.

Required Experience: