Business Management Analyst
Position Overview: The Business Management Analyst plays a key role in supporting management by developing and implementing strategic projects, conducting data mining, managing databases, and creating training and resource materials. The Analyst participates in various risk and systems-related projects, including defining requirements, testing, and implementation, while also contributing to core compliance initiatives. They analyze key metrics to identify and recommend process improvements and provide support to trust administrators and officers.
Key Responsibilities:
Business Process & Systems Excellence:
- Support all phases of strategic projects, including requirements gathering, user acceptance testing (UAT), and implementation (including off-hours production check-outs).
- Undertake data mining and migration projects as required.
- Collect and analyze business metrics to assist in developing process improvements.
- Conduct preliminary investigations for project requests.
- Participate in root-cause analysis to suggest product enhancements and process improvements.
Administrative Risk Analysis:
- Prepare workflow documentation for family trees used in ongoing trust administration.
- Compile and input account coding changes based on trust document reviews.
- Assist in preparing materials for and participating in training sessions.
Business Partnership:
- Assist in preparing risk-based reporting materials for presentations to senior management.
- Support and participate in internal and external audits as needed.
- Engage in various project and task forces as required.
- Perform day-to-day administrative tasks in support of the business.
Qualifications:
- Bachelor’s degree in business, finance, economics, or a related field.
- Experience in Wealth Management, Business Management, or Project Management is a plus.
- Excellent organizational and project management skills.
- Ability to develop innovative solutions to complex business problems.
- Strong written and oral communication skills.
- Strong relationship management and influencing skills.
- Proficiency in Microsoft Office, particularly Excel (including VLOOKUP and Pivot tables) and PowerPoint.
- Ability to map processes and identify opportunities for improvement.
- Experience with large consulting firms or major financial institutions is a plus.
- Familiarity with CRM systems such as SunGard ADDvantage or Pivotal CRM is a plus.
- Experience with OLAP tools, e.g., Hyperion Explorer, is a plus.
