• Operations Business Analyst

    Job Locations
    US-CA-San Francisco
    Wealth Management
  • Overview

    An Operations Business Analyst’s responsibility is to help drive process improvement through data and operations analysis to make recommendations to leadership. To do this, they identify, distinguish and analyze multiple components of a problem and then make conclusions using high-level quantitative and analytical skills. Common responsibilities include strategic operations analysis, identifying performance trends, scanning business/industry trends and providing data analysis.  The individual will interact with multiple parties in this role – Operational teams, front-office stakeholders, compliance, legal and Technology partners


    • Use strategic thinking to see the big picture, determine the problem and understand fundamental parts of the problem

    • Identify, distinguish and analyze multiple data sources to understand challenges and then make recommendations for business change

    • Provide data and thorough project recommendations to all directors to support strategic decision-making

    • Provide input on strategy, based on knowledge of industry and technology trends

    • Synthesize findings from data analysis and make verbal/written recommendations to upper management

    • Facilitate workout problem-solving sessions with functional leaders across the organization

    • Prepare and deliver insights and recommendations based on analyses

    • Interpret data based on specific knowledge of statistics and procedures used

    • Extract and analyze data, patterns, and related trends and synthesize the data into information consumable by Senior Management decision-makers.

    • Conduct requirements gathering, design sessions, and technical reviews with end users.



    • Bachelor's degree in Finance, Business required. Advanced degree preferred

    • Strong quantitative skills such as statistics and data analysis

    • Strong technical skills including Excel, PowerPoint, Access and SQL

    • 3 - 4 years of project management experience preferred

    • Advanced critical thinking skills

    • Ability to drive components of large multi-functional projects

    • Self-starter, strong initiative & leadership

    • Ability to adapt quickly


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