Job description

Title: Business Analyst - Client Financial Advisory (Asset Management Sales) Location: Newport Beach, CA Employment Type: Contract Compensation: Pay Range:$51.45-$73.50 Per HR Description Join our team as a Business Analyst in the Client Financial Advisory sector, focusing on asset management sales. Located in Newport Beach, CA, this contract position involves collaborating with various stakeholders to enhance a sales platform. Responsibilities include requirement gathering, process analysis, and supporting platform development using data-driven technologies. Key Responsibilities Gather and document business requirements for platform capabilities and data integrations. Translate business needs into user stories and functional specifications. Collaborate with stakeholders to define objectives and success metrics. Analyze sales processes to identify opportunities for efficiency improvements. Support user acceptance testing and validate new features for effectiveness. Qualifications Bachelor's degree in Business, Finance, Economics, Information Systems, Computer Science, or related field. 3-5 years of experience as a Business Analyst or related role in asset management or financial services. Strong understanding of investment products and financial markets. Experience with sales organizations and advisor-facing platforms. Proficiency in translating business concepts into functional requirements. Core Technologies Data Analysis | Reporting Tools | CRM Systems | Agile Methodologies | Business Intelligence Tools Contact Authorization: By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here mitchellmartin.com Benefits: Learn more about our benefits offerings here mitchellmartin.com Onboarding Expectations: Learn more about our Onboarding Process here youtu.be EEO Statement: Learn more about our EEO policy here mitchellmartin.com #LI-TG1

Requirements

Must-haves

Title: Business Analyst - Client Financial Advisory (Asset Management Sales)
Location: Newport Beach, CA
Employment Type: Contract
Gather and document business requirements for platform capabilities and data integrations.
Translate business needs into user stories and functional specifications.
Collaborate with stakeholders to define objectives and success metrics.
Analyze sales processes to identify opportunities for efficiency improvements.
Support user acceptance testing and validate new features for effectiveness.
Bachelor's degree in Business, Finance, Economics, Information Systems, Computer Science, or related field.
3-5 years of experience as a Business Analyst or related role in asset management or financial services.
Strong understanding of investment products and financial markets.
Experience with sales organizations and advisor-facing platforms.
Proficiency in translating business concepts into functional requirements.
Core Technologies
Data Analysis | Reporting Tools | CRM Systems | Agile Methodologies | Business Intelligence Tools

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

agileai

Platform: jobdiva
Effort: medium