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Business Analyst

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We are looking for a mid-level (5+ years exp) Business Analyst to join our client's team, a leading investment management and research firm. The Business Analyst will partner with Private Client Services management team to identify and drive key initiatives focused on the Client experience and to enhance the Associate and Coordinator roles through increased efficiencies.

This is a temp-perm opportunity and the person can sit in NYC or Boston.

Responsibilities of the role will include:

· Leading both short and long term projects with the goal of improving our client service excellence

· Analyzing key PCA processes in order to identify areas to develop greater efficiencies. Working with PC Management and Technology to identify solutions, create specifications, and lead implementation and training efforts

· Collaborating with PC Management, Technology and Operations/PMG to develop and implement streamlined processes for all new product rollouts that ensure a positive experience for both clients and PCA/PCCs

· Working with PC Legal on initiatives related to on-going regulatory changes that impact our clients

· Collaborating with PC Management, Operations and PMG on client communications and PCA training related to our Tax Planning Strategies

· Working with Marketing and Technology on future enhancements to that create additional value for the client experience

Must Haves:
· Strong analytical, organizational, communication and leadership skills are essential.
· Must thrive in a busy, deadline-driven environment and work well under pressure.
· Be able to work both independently and as part of a team, and have demonstrated success managing many areas of responsibility at once.
· Strong attention to detail, creativity, and decision making skills.
· Experience managing projects

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