Business Analyst

Position Summary

The Business Analyst supports the FFP IT PMO by analyzing business processes identifying opportunities for improvement and implementing solutions that enhance the client experience and operational efficiency. This role serves as a key liaison between business stakeholders and technology teams helping to ensure clear communication well-defined requirements and alignment on project goals

Primary Responsibilities

• Partner with wealth management stakeholders to gather analyze and document business requirements for new initiatives and system enhancements.
• Internal analysis for refining data delivery integration and reporting in Asana Snowflake and Power BI.
• Assess current processes workflows and data to identify improvement opportunities and recommend practical scalable solutions.
• Develop business cases process maps and functional specifications to support effective project delivery.
• Collaborate with IT teams to translate business needs into technical requirements and support successful implementation.
• Lead user acceptance testing validate system changes and confirm that deliverables meet business needs and expectations.
• Monitor project progress prepare status updates and communicate key developments to stakeholders and leadership.
• Support change-management activities including training and documentation to promote adoption of new processes and systems.
• Stay current on industry trends regulatory developments and best practices in wealth management and business analysis.

Qualifications

• Bachelors degree in business management or a related field
• Relevant experience in business analysis preferably within wealth management financial services or a related industry.
• Strong analytical organizational and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficiency with business analysis and project delivery tools.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience supporting large enterprise-wide technology initiatives such as ERP implementations cloud migrations or digital transformation programs.

Preferred Skills and Attributes

• Bachelors degree in Business Administration Finance Economics Information Systems or a related field; an advanced degree is a plus.
• Two or more years of business analysis experience ideally in wealth management financial services or investment-related environments.
• Strong analytical and problem-solving skills with the ability to interpret complex data and business scenarios.
• Excellent communication and interpersonal skills with the ability to work effectively with stakeholders at all levels.
• Proficiency in tools such as Visio Excel SharePoint Snowflake and Power BI along with knowledge of Agile and Waterfall methodologies.
• Hands-on experience with Asana and a strong working knowledge of the platform are important.
• Knowledge of wealth management products services and regulatory requirements.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Self-motivated with a commitment to continuous learning and improvement.

Work Environment

• This role will be based in a hybrid setting. Occasional travel may be required for stakeholder meetings and project delivery.

This position is an exempt position. The annualized base pay range for this role is expected to be between $65000$90000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

The following language is for US based roles only

For California Applicants:Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.