Business Analyst

This role combines business analysis, financial services expertise, and data-driven problem-solving to support product development, regulatory compliance, operational effectiveness, and cross-functional collaboration across the GainsKeeper Suite of Products, including GainsKeeper Brokerage, FundTax, and the Corporate Action Suite.

Responsibilities

• Product Development & Requirements
  • Gather, document, analyze, and validate business requirements for new product features and enhancements.
  • Develop clear and accurate functional specifications, user stories, use cases, workflows, and acceptance criteria.
  • Partner with Technical Product Managers to ensure requirements are complete, consistent, and aligned with product strategy.
  • Work closely with tax and financial subject matter experts to interpret regulatory requirements and translate them into product specifications.
  • Collaborate with development teams throughout design, development, testing, and implementation phases, providing clarification and business context as needed.
  • Support Quality Assurance efforts by reviewing test cases, validating requirements coverage, and assisting with defect triage and resolution.
• Operational & Data Analysis
  • Analyze current and historical system outputs to identify trends, variances, root causes, and opportunities for product or process improvements.
  • Perform data collection, validation, and analysis to support operational effectiveness and business decision-making.
  • Create and maintain reports, metrics, and supporting documentation used to monitor product and operational performance.
  • Track and maintain project and operational information to support management reporting and planning activities.
• Process Improvement & Documentation
  • Participate in end-to-end process reviews and process mapping initiatives to identify opportunities for efficiency, quality, and scalability improvements.
  • Document business processes, workflows, and operational procedures.
  • Assist documentation teams by drafting release notes, client communications, and user-facing documentation.
  • Leverage data analysis and AI-enabled productivity tools to improve documentation quality, research efficiency, and process effectiveness.
  • Support implementation, customer support, and operations teams by providing product and subject matter expertise during deployments and escalations.
• Stakeholder & Client Collaboration
  • Partner with business stakeholders, operations teams, product managers, and technology teams to ensure business needs are clearly understood and accurately translated into solution requirements.
  • Engage with clients to gather product feedback, identify emerging business needs, and support product roadmap discussions.
  • Prepare and present findings, analyses, recommendations, and project updates to business and technical audiences.
  • Coordinate special projects and contribute to continuous improvement initiatives across the organization.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, Information Systems, Computer Science, or a related discipline.
• 2–5 years of experience in Financial Services, Operations, Product Support, Quality Assurance, Business Analysis, or a related field.
• Experience with GainsKeeper, cost basis systems, tax-lot accounting platforms, or related financial services applications is preferred.
• Experience participating in software development, product enhancement, or business process improvement initiatives.
• Demonstrated ability to deliver high-quality work in a collaborative, fast-paced, and evolving environment.

Skills

• Strong analytical, critical thinking, and problem-solving skills.
• Ability to gather, document, and validate business requirements.
• Experience creating business process flows, use cases, functional specifications, and other requirements documentation.
• Strong attention to detail and ability to analyze complex business processes and data sets.
• Knowledge of financial instruments, including equities, fixed income securities, options, mutual funds, and ETFs.
• Proficiency with Microsoft Excel, including advanced formulas, analysis techniques, and data manipulation.
• Experience analyzing large data sets and identifying trends, anomalies, and root causes.
• Excellent verbal and written communication skills with the ability to collaborate across technical and non-technical teams.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Preferred: Experience with Microsoft Power BI or other business intelligence and reporting tools.
• Preferred: Experience with Jira, Azure DevOps, or other Agile project management platforms.
• Preferred: Working knowledge of cost basis reporting, tax-lot accounting, and IRS cost basis regulations.
• Preferred: Experience leveraging AI technologies for research, requirements development, documentation, process improvement, and data analysis.
• Preferred: AI-related training, certifications, or demonstrated practical experience.

Pay

$68,900.00 - $118,050.00 USD. This role is eligible for a bonus. Compensation range is based on the primary location of the position. Actual base salary offer is influenced by skills, experience, and actual hiring location.

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave