IT Business Analyst (AVP)

About the role

Position Information Hiring Manager: Director Department: Technology Solutions Department Overview The Technology Solutions ("TS") Department is responsible for designing and delivering state of the art technology solutions that are designed to create efficiency, mitigate risk and grow revenue for the Firm. Technology Solutions is also responsible for defining, managing and executing a robust Cyber Security program following the NIST Cyber Security Framework. Technology Solutions focuses on technical excellence through innovative application designs, robust data integration and analytics, high availability infrastructure and gold level service for our key stakeholders with information security embedded throughout. Critical functions within Technology Solutions include Project Management, Vendor Management, Business Analysis, Enterprise Data Governance and Stewardship, Application Development and 3rd Party Integration, Strategic and Secure Infrastructure and Operations. The Technology Solutions Department collaborates closely with Firm leadership and business unit heads to develop plans in line with business objectives. Position Responsibilities The Business Analyst will play a critical role in coverage and product management for the Firm's Private Wealth and Front Office technology functions. The ideal candidate will have demonstrated significant and recent experience as a Business Analyst supporting Private Wealth and Front Office end users at all levels, serving as the central point-of-contact for mission-critical software application(s) and working closely with development teams. Responsibilities include: Quickly becoming a subject matter expert in the core business functions and technical solutions of Private Wealth and Front Office Teams Serving as the primary Business Analyst supporting Salesforce functionality and translating business needs into well‑defined requirements including user stories, acceptance criteria, process maps and data flow diagrams Serving as the primary internal resource for end-user needs related to the Firm's applications, data and reporting Developing deep expertise in the business processes embedded within Salesforce, effectively managing and negotiating functional and data requirements and ensuring that the Firm's application and data architectures align with and support evolving business needs Analyzing and understanding complex business processes and presenting them in an understandable and logical format Creating visual business process flow diagrams and technical architecture diagrams Independently executing complex data analysis across multiple platforms using Excel and other available tools (e.g., Power BI, SQL) Managing business‑reported support issues through to full resolution, ensuring adherence to established service‑level agreements Proactively identifying and engaging available resources and subject matter experts in related areas to achieve goals Building strong and productive relationships with key business stakeholders, executive sponsors, technology colleagues and technology vendors to convey pain points, requirements and process improvements Ensuring all delivered solutions meet the highest quality standards and satisfy all specified business requirements through rigorous validation and testing, both independently and in collaboration with end users Working closely with development teams and vendors to clarify requirements and ensuring application delivery meets all desired business specifications Candidate Requirements Qualifications & Experience: Bachelor's Degree in Computer Science, Business or related field 7+ years of experience in a similar role within Financial Services (ideally in Private Credit or Private Wealth) Deep understanding of the alternative wealth intermediary ecosystem and experience working with fintech distribution platforms, custodians and transfer agents is preferred Hands‑on experience with Salesforce and a strong understanding of its standard capabilities, data model and configuration options is required Demonstrable business analysis, product management and project management experience in the Financial Services sector Demonstrated strong ability to multitask, managing time and priorities and influencing the outcome under pressure and deadlines Excellent interpersonal skills with a view toward building and maintaining positive relationships between colleagues across the technology and business teams Proven experience performing complex data analysis; understanding of relational databases with experience writing SQL queries and use of related query tools An expert understanding of the software development lifecycle, while working with hybrid teams including staff and third-party vendors Experience with the Power BI reporting environment, including familiarity with reporting, dashboarding and data visualization Proactive self-starter with a positive can-do and 'no job too small' attitude Results oriented with a high level of pers