Business Analyst

About the role

We are seeking a Business Analyst to join our Client Infrastructure Services team within Global Technology & Operations. This role will support Bernstein’s Wealth Planning Tools, including the firm’s Wealth Forecasting System (WFS), a sophisticated, patent-pending investment-planning tool that helps guide clients toward the appropriate long-term asset allocation.

Responsibilities

• Lead stakeholder meetings to gather requirements, clarify priorities, and produce clear documentation.
• Partner with UI/UX, engineering, and Private Wealth stakeholders to convert client and advisor needs into clear, actionable work items.
• Create and prioritize backlogs with Product Owner(s), including identifying dependencies and risks.
• Contribute to interface and process design by collaborating with development teams through implementation.
• Validate functionality through reviews, testing, and stakeholder sign-off.
• Monitor deliverables and ensure timely completion.
• Simplify complex business problems through structured analysis and practical solutions.

Requirements

• Bachelor’s degree with a minimum of 5 years' experience as a business analyst.
• Background in Agile environments, with a comprehensive understanding of Scrum roles and responsibilities.
• Proficient in drafting user stories containing clear, actionable, and testable acceptance criteria for developers and QA teams.
• Exceptional planning, organizational, and time-management abilities demonstrated through successful management of multiple projects and deadlines.
• Effective communication skills across written, verbal, and presentation formats.
• Strong analytical and conceptual skills coupled with a pragmatic approach to problem-solving.
• Effective documentation capabilities, including the aptitude to visually map complex process flows.
• Proven expertise in building and maintaining relationships with stakeholders and business partners, exhibiting a high degree of ownership and follow-through.
• Self-motivated, able to work independently or collaboratively within a team, and adept at rapidly acquiring knowledge of new business areas.
• Proficiency in Microsoft applications such as Excel, PowerPoint, Outlook, and SharePoint.
• Experience with Jira and Confluence (or comparable tools) for Agile project management and documentation (preferred).
• Understanding of high-quality user experience and functionality (preferred).
• Knowledge of wealth and estate planning (preferred).
• Experience leveraging artificial intelligence to enhance business analyst functions (a plus).

Qualifications

Nashville, Tennessee