Business Analyst Finance

Business Analyst – Finance @ Philadelphia, PA

Job Type: Contract (6-12 Months)

Location: Philadelphia, PA - - Hybrid Model

Job description:

Job Summary

• We are looking for an experienced Business Analyst with a strong background in Finance and Wealth Management.
• The ideal candidate should have experience working with financial data, investment operations, financial reporting, budgeting, forecasting, and business process analysis.
• The candidate will work closely with business, finance, and technology teams to gather requirements, analyze financial data, improve business processes, and support financial reporting and operational initiatives.

Key Responsibilities

• Gather, analyze, and document business requirements related to financial and wealth management operations.
• Work with financial data, investment portfolios, client accounts, assets under management (AUM), and financial reporting.
• Analyze financial performance, trends, budgets, forecasts, and operational expenses.
• Support reporting and analysis related to investment operations, portfolio performance, and business metrics.
• Prepare business requirements documents (BRDs), functional specifications, and process workflows.
• Collaborate with Finance, Operations, and Technology teams to implement business solutions.
• Perform data analysis, reconciliation, and validation to ensure accuracy and consistency.
• Identify process gaps and recommend improvements to financial and operational workflows.
• Develop and maintain dashboards and management reports to support business decisions.
• Communicate findings and recommendations to business stakeholders.

Required Qualifications

• 8+ years of experience as a Business Analyst in Financial Services or Wealth Management.
• Strong understanding of financial services and wealth management business processes.
• Experience working with financial data, investment operations, portfolio reporting, or client account data.
• Understanding of Assets Under Management (AUM), investment products, and portfolio-related metrics.
• Experience in requirements gathering, documentation, stakeholder management, and process analysis.
• Strong SQL and Excel skills for data analysis and reporting.
• Experience with data validation, reconciliation, and financial reporting.
• Excellent analytical, communication, and problem-solving skills.

Preferred Qualifications

• Experience with wealth management platforms or financial services applications.
• Exposure to investment management, portfolio management, or financial advisory operations.
• Experience with Power BI, Tableau, or other reporting tools.
• Knowledge of financial data platforms and enterprise reporting systems