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Business Analyst
AssetMark Austin, TX
$93k-112k (estimate)
Full Time | Consumer Services 1 Month Ago
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AssetMark is Hiring a Business Analyst Near Austin, TX

Job Description:

Voyant is a top provider of collaborative financial planning and wealth management software for financial professionals and their clients. The company's product suite enables advisors to spend less time building plans and more time growing their business. Combining cutting-edge technology and compelling visuals, Voyant turns advisors into consultants and provides clients with a clear and comprehensive view of their financial landscape. Voyant empowers advisors to interact on a new level with financial plans personalized to meet clients' unique goals.

The Job/What You Will Do:

As a Business Analyst, you will participate in the software development lifecycle from conception through post-deployment. You will be tasked with soliciting, digesting, formalizing, rightsizing, and prioritizing new requirements, as well as helping to effectively manage existing requirements. You will work across the organization, liaising with various teams from Support to Development to Project Management to Executive Management to define next best actions, and organize same. You should expect an extreme number of meetings, accompanied by voluminous note-taking as you learn and transform into actionable content.

We can consider candidates for this position who are able to accommodate a fully in-office work schedule and are close to our office location in Austin, TX.

Responsibilities:

  • Understand and document business opportunities, primarily with new features and projects
  • Assist with project management for selected projects especially in scoping, timing, other up front efforts
  • Coordinate with different departmental teams to
  • Review business processes and recommend improvements
  • Convert features into smaller user stories
  • Write clear and well-structured business requirements and documentation
  • Identify automation opportunities
  • Analyze process issues and bottlenecks to make improvements
  • Communicate and validate requirements with relevant stakeholders

Knowledge, Skills, Abilities:

  • Familiarity with software development methodologies and tools
  • Excellent problem-solving and analytical skills
  • Strong communication and interpersonal skills
  • Comfortable asking the next question or the hard question
  • Ability to be adaptive in an environment of changing priorities
  • Incredible organizational expertise
  • Appetite for learning

Education & Experience:

  • Bachelor's degree
  • FinTech experience desired

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#Voyant

Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • Flex Time Off or Paid Time/Sick Time Off
  • 401K - 6% Employer Match
  • Medical, Dental, Vision - HDHP or PPO
  • HSA - Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Consumer Services

SALARY

$93k-112k (estimate)

POST DATE

03/25/2024

EXPIRATION DATE

03/27/2024

WEBSITE

assetmark.com

HEADQUARTERS

STATE COLLEGE, PA

SIZE

500 - 1,000

FOUNDED

1996

TYPE

Public

REVENUE

$200M - $500M

INDUSTRY

Consumer Services

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About AssetMark

AssetMark develops an asset management platform that offers financial planning and investor administration solutions to independent advisors.

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If you are interested in becoming a Business Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Business Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Creating financial models to support business decisions.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Volunteer to perform Business Analyst related tasks.

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Develop Visualizations and Practice Presenting Them.

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Acquire and Leverage on Relevant Skills.

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Ability to Understand Delegated Objectives.

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Being Diligent with Time Management.

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Step 3: View the best colleges and universities for Business Analyst.

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