Business Analyst

The Business Process Analyst is an agent of change. Investment Business analysts help guide businesses in improving processes, products, services and software through data analysis. As businesses seek to increase efficiency and reduce costs, business analytics has become an important component of their operations.

Job titles for business analysis practitioners include not only business analyst, but also business systems analyst, systems analyst, requirements engineer, process analyst, product manager, product owner, enterprise analyst, business architect, management consultant, business intelligence analyst, data scientist, and more.

Elicits requirements

We learn your project’s history, rules, and goals. We author business requirements with business units encompassing he entire SDLC - Software Development Life Cycle (portfolio managers, risk managers, operations, and technology).

documentation and estimation

We document all the project-related informatio with end to end understanding of the Product Life Cycle. Based on the documented data, we make time and cost estimates for your projects potential deliverables.

prioritization

We work with you in identifying priorities, and determining feasibilities on deliverables, all with an Agile based methodology.

liason

Serves as a liaison between the business programs and the IT organization to provide technical solutions to meet user needs by translatting high-level business requirements into functional specifications.

functional testing

We perform functional testing of all technology enhancements and manage the implementation with IT and other business units.

continuous support

Provide continuous support with hands-on expertise for the firm's investment and operational process, procedures, and controls.

A small independent family firm engaged with me to do a short review of their Operational processes to look for potential compliance-related issues. Issues were documented, and solutions were proposed for upper management review and potential implementation.

Assets Under Management: $500m

Account Types: Wealth adviser-based accounts

Accounts Under Management: 200+

Investment Vehicles: All

Major Hurdle: Educating long-term, legacy employees on transitioning to newer, more automated processes

All Inclusive Performance Report

During one Conversion project, a client had multiple legacy performance reports which pulled from multiple locations on the system. During the Conversion, it was determined that it would not be cost effective to convert/create all of these existing reports to the new system, but determine a more suiteable long-term solution. Therefore, an analysis was done which allowed for all of the existing reports not only to a) be consolidated into one report but b) pull from the data points on the Future State system.