Business Analyst - Private Wealth Americas (AVP)

Chicago, Illinois Direct Hire Salary Range : $105,000 - $180,000 Benefits : Full benefits Assistant Vice President, Business Analyst Location: Chicago, IL Department: Technology Solutions Position Overview The Business Analyst plays a critical role in product management and coverage for Private Wealth and Front Office technology functions. This individual serves as the central point of contact for mission-critical applications, bridging the gap between end users and development teams to translate business needs into technical solutions. Key Responsibilities Requirements Engineering: Translate business needs into well-defined requirements, including user stories, acceptance criteria, process maps, and data flow diagrams. Salesforce Ownership: Serve as the primary analyst for Salesforce functionality, managing functional and data requirements while ensuring architecture aligns with evolving business needs. Data Analysis: Independently execute complex data analysis across multiple platforms using Excel, SQL, and Power BI. Stakeholder Management: Build productive relationships with executive sponsors, technology colleagues, and vendors to convey pain points and process improvements. Quality Assurance: Ensure all delivered solutions satisfy business requirements through rigorous validation and testing. Support & Resolution: Manage business-reported support issues through to full resolution within established service-level agreements. Candidate Requirements Must Have Financial Services Expertise: 7+ years of experience in a similar role within Financial Services, specifically supporting Private Wealth or Front Office functions. Industry Knowledge: Deep understanding of the private wealth alternative retail space, including the intermediary ecosystem. Salesforce Proficiency: Strong understanding of Salesforce standard capabilities, data models, and configuration options. Note: This is a Business Analyst role, not a Salesforce Administrator position. FinTech Platforms: Hands-on experience working with fintech distribution platforms (e.g., iCapital, CAIS), custodians, and transfer agents. Education: Bachelor's Degree in Computer Science, Business, or a related field. Nice to Have Power BI: Experience with the Power BI reporting environment, including dashboarding and data visualization. SQL: Proficiency in writing SQL queries and understanding relational databases.

Created: 2026-03-04