Project Manager, Business Analyst

About the Role

The Business Analyst supports the Focus Financial Partners IT PMO by analyzing business processes, identifying opportunities for improvement, and implementing solutions that enhance the client experience and operational efficiency. This role serves as a key liaison between business stakeholders and technology teams, helping to ensure clear communication, well-defined requirements, and alignment of project goals.

Key Responsibilities

• Partner with wealth management stakeholders to gather, analyze, and document business requirements for new initiatives and system enhancements.
• Internal analysis for refining data delivery, integration and reporting in Asana, Snowflake, and Power BI.
• Assess current processes, workflows, and data to identify improvement opportunities and recommend practical, scalable solutions.
• Develop business cases, process maps, and functional specifications to support effective project delivery.
• Collaborate with IT teams to translate business needs into technical requirements and support successful implementation.
• Lead user acceptance testing, validate system changes, and confirm that deliverables meet business needs and expectations.
• Design, document and refine Power BI reports from data sources (i.e., Asana, Snowflake, Workday, etc.) to be published in SharePoint.
• Monitor project progress, prepare status updates, and communicate key developments to stakeholders and leadership.
• Support change-management activities, including training and documentation, to promote adoption of new processes and systems.
• Stay current on industry trends, regulatory developments, and best practices in wealth management and business analysis.

Requirements & Tech Stack

• Proficiency with Power BI, business analysis and project delivery tools.
• Proficiency in tools such as Power BI, Asana, SharePoint, and Snowflake.
• Hands-on and recent experience with Power BI and a strong working knowledge of report creation.
• Knowledge of wealth management products, services, and regulatory requirements.

Qualifications

• Bachelor’s degree in business, management, or a related field.
• Relevant experience in business analysis, preferably within wealth management, financial services, or a related industry.
• Two or more years of business analysis experience, ideally in wealth management, financial services, or investment-related environments.
• Strong analytical, organizational, and problem-solving skills.
• Strong analytical and problem-solving skills, with the ability to interpret complex data and business scenarios.
• Excellent written and verbal communication skills.
• Excellent communication and interpersonal skills, with the ability to work effectively with stakeholders at all levels.
• Ability to manage multiple priorities in a fast-paced environment.