Business Analyst

About the Role

Crew helps clients deliver change through IT project delivery, business process improvement, and operational efficiency efforts. This role involves co-creating software products using Agile methods by representing the needs of the business and customers.

Key Responsibilities

• Product Support and Business Partnership
• Serve as a key resource for financial advisors, helping troubleshoot issues, answer questions, and support cash and banking products.
• Develop a strong understanding of the team's products, business processes, and underlying technologies.
• Investigate product issues, collaborate with teammates and technical partners, and help identify solutions.
• Respond professionally and confidently to inquiries from Financial Advisors via email, phone, and other communication channels.
• Build relationships across the organization while developing credibility as a knowledgeable and dependable resource.
• Data Analysis and Reporting
• Use SQL to query and analyze data supporting product performance, reporting, and business decisions.
• Build and maintain Power BI dashboards and reports providing actionable insights to business leaders.
• Support ad hoc analysis related to product performance, pricing, customer behavior, and business opportunities.
• Gain exposure to tools such as Snowflake and Power Automate to support data analysis and process improvements.
• Translate data into clear, meaningful insights for both technical and non-technical audiences, up to the executive level.
• Product Development and Special Projects
• Support initiatives focused on enhancing existing financial products and developing new offerings.
• Take ownership of individual projects while collaborating closely with Product Owners, managers, and technical teams.
• Help identify opportunities to improve products, workflows, reporting, and the overall experience for financial advisors and their clients.
• Participate in conversations connecting business needs with technical solutions.
• Gain exposure to senior leaders and contribute to projects that influence product and business decisions.

Requirements & Tech Stack

• Foundational knowledge of SQL and Power BI through coursework, internships, projects, or professional experience.
• Exposure to Snowflake, Power Automate, or other data analysis and automation tools.
• Experience creating dashboards, analyzing datasets, or presenting insights to stakeholders.
• Coursework or projects involving business analytics, information systems, finance, product management, or related disciplines.
• On-site work expected - Day 1.

Qualifications

• 0–1 year of professional experience; recent graduates and candidates with relevant internship experience are encouraged to apply.
• Exceptional verbal and written communication skills, including confidence to communicate professionally over the phone and through email.
• Strong interpersonal skills and a genuine interest in working collaboratively with others.
• Demonstrated initiative, self-motivation, and the ability to take ownership of tasks with limited direction.
• Analytical thinking, problem-solving skills, and a willingness to investigate unfamiliar challenges.
• Intellectual curiosity and an eagerness to learn new technologies, products, and business concepts.
• Ability and enthusiasm to work on-site five days per week in a highly collaborative team environment.
• Interest in product strategy, product development, and a future career in product ownership.
• Previous internship or professional experience in a corporate environment, particularly financial services, banking, wealth management, or technology is preferred.