Job Details

Sr. Business Analyst
Location: Cleveland, Columbus OH or Buffalo NY (must be in the 35-mile footprint) -Hybrid
Duration: 6 Months

Key Responsibilities

• Elicit, analyze, and document functional and non/functional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows).
• Translate business problem statements into clear, consumable requirements for technology teams.
• Perform current/state vs. future/state gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state
• Own and maintain requirements throughout the SDLC

Must-Have Skills:

• Core BA competency; Proven experience in gap analysis, business requirement documentation, and process flow creation.
• Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity.
• Expertise in the wealth domain, with knowledge of any related product or system.
• Agile experience, including using tools like Jira to manage user stories.
• Excellent communication skills

Nice-to-Have:

• Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet.
• SQL proficiency to read and write queries and perform data mapping.
• Big Query
• Miro or Draw.io
• Confluence

#BSA1
#TB_EN
#ZR

#BSA1

Why TalentBurst?
At TalentBurst, we deliver more than talent, we deliver outcomes. We partner with you to move quickly and connect you to opportunities aligned with your skills and long term growth.

Backed by precision, transparency, and results, we connect top talent with leading organizations through trusted partnerships.

We offer competitive compensation and comprehensive benefits, including medical, dental, vision, and retirement options.

TalentBurst is an equal opportunity employer committed to an inclusive and diverse workforce.