Business Analyst I

Asset Mark Concord , CA 94519

Posted 2 months ago

Job Description:

The Business Analyst conducts customer, process, market, and resource analysis to develop plans, requirements, and solutions for internal and external customers. To achieve this goal, the Business Analyst will use traditional project management analytical frameworks combined with a deep understanding of the AssetMark business, cost structure, and customer needs to collaboratively develop solutions that are cost effective, efficient, and meet business needs.

Business Analysts participate in the full project lifecycle from conception through post-deployment. The Business Analyst will frequently have a lead role in compiling and presenting information regarding proposed solutions, high level and detailed business requirements, functional specifications, project progress, and post implementation effectiveness of deployed initiatives.

This position will primarily focus on current and future mergers and acquisitions from deal closing through integration planning and execution. Based on the acquisitions pipeline, this position will secondarily focus on strategic organizational initiatives, participating in IT teams to analyze, recommend, and implement business solutions. The Business Analyst will play a key role in all phases of these strategic business programs.


  • Serves as business liaison between business areas, senior leadership, and IT development and support for both internal and external customers

  • Elicits business requirements using appropriate tools and techniques including but not limited to interviews, document analysis, surveys, site visits, use cases, scenarios, business processes, task and workflow analysis

  • Analyzes and evaluates data gathered from multiple sources and distinguish user requests from underlying true business needs

  • Collaborates with business process owners to identify and maximize opportunities to use information and technology to improve product, service and business processes

  • Documents use cases, requirements and business rules, business model diagrams, and data requirements

  • Creates current and future state process and data models to help engage stakeholders and drive requirements gathering and gap analysis

  • Prioritizes and translates high-level and detailed business requirements into detailed functional specifications

  • Coordinates the review of requirements and specifications documents with the business and IT stakeholders to ensure all requirements and specifications are accurately reflected

  • Manages the change control, versioning, tracking, and traceability of all requirements and specifications documents throughout the project life cycle

  • Manages daily activities, working sessions, issue resolutions, and communications across project and support teams in order to deliver projects and enhancements on-time, on-budget, and within scope

  • Assists with the development of training materials and procedures including post production support documentation

  • Contributes to Project Management deliverables and metrics under the direction of the Project Manager

  • Aids in maintenance of project schedules and tracking of life cycle phases including timely project status reporting back to stakeholders and project team members

  • Engages with project stakeholders and motivates project team members toward common goals and objectives

Required Qualifications:

  • Minimum 3 years' experience in asset management industry in the capacity of a business analyst, a business systems analyst, an operations analyst, or a customer relationship specialist working directly with customer or end users, gathering requirements and writing documentation

  • Minimum 3 years' experience managing relationships with customers and business partners in a complex and fast-paced environment

  • Experience in asset management platforms and applications

  • Experience working on complex, cross functional projects documenting client organization's direction, structure, business processes, requirements, and functional specifications.

  • Proven success in the following job competencies:

  • -- Strong knowledge of System Development Life Cycle

  • -- Strong understanding of automated testing, requirements analysis, and process modeling tools

  • -- Solid Microsoft Office skills: Excel, Word, PowerPoint, Project, and Visio

  • -- Ability to use SQL Data Query Tools

  • -- Solid experience with requirements tool(s) and Project Management Reporting software

  • Experience consolidating research and data into cohesive and persuasive presentation materials and presenting findings and recommendations to senior management for review and approval

  • Self-directed and results driven with demonstrated ability to multi-task, prioritize and execute on strategic initiatives

  • Results driven, high performing team member with tangible accomplishments

  • Excellent analytical skills and business acumen

  • Strong communications and organizational skills

  • Ability to work effectively in a culturally diverse work group/team

  • BA/BS degree in Business, Information Systems, or equivalent

  • Ability to periodically work extended hours and occasional weekends

  • Light travel ~10%

Preferred Qualifications:

  • Experience in Turnkey Asset Management Platforms and the asset management industry

  • Prior experience in merger and acquisition integrations or similar project work

  • Experience as a software developer, web developer, or an individual contributor in a technical field

  • Industry project and program management certifications such as PMP or Agile Scrum

AssetMark, Inc. is a leading strategic provider of groundbreaking investment and consulting solutions created to serve independent financial advisors and help them create great outcomes for their clients. Through a consistent program of engagement, education and community-building, AssetMark brings like-minded advisors together to share their ideas, experiences and solutions. This collaboration guides our development of investment, client relationship and practice management tools that advisors can tap to help clients achieve their investment objectives and life goals.

We are always seeking bright, creative, energetic individuals who want to learn and grow with the company. AssetMark is an innovative organization, delivering the best services in the industry. We offer a rewarding work environment, competitive salaries, full benefits, and excellent opportunities for career growth. We are headquartered in the San Francisco Bay Area. We also have regional offices in Phoenix, AZ, Encino, CA, Atlanta, GA, Chicago, IL, and State College, PA. Become a part of our growing team today!

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Business Analyst I

Asset Mark