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Business analyst

Company: Edelman Financial Engines
Location: Boston
Posted on: November 23, 2021

Job Description:

DescriptionAt Edelman Financial Engines, we believe everyone deserves to move their financial life forward.We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.Founded on the idea that financial education is a fundamental right for everyone-not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our purposeful commitment inspires you, we invite you to consider joining our team!Our Product & Technology (P) organization builds solutions that provide personalized financial planning and advice for over 1.3 million clients, accounting for over $290B in assets under management and used daily by our team of 340+ Financial Planning teams across the United States. Our teams are empowered to make decisions that drive business value without red-tape and push the bounds of financial and technical innovation. We follow an agile process, moving quickly, solving difficult problems in new ways, and empowering everyone to have a voice in the direction of our products.Business Analysts work with Product Managers and other stakeholders to understand customer needs, analyze data from a variety of sources and set squad priorities to ensure that we are focusing on the most important work. They create product requirements in the form of user stories, work with our user experience team to develop mock ups, and collaborate with the engineers on our squad to ensure we build features that bring value to our customers. This role also plays a key part in making sure the squad is working well together, participating in and sometimes leading squad agile ceremonies.At EFE, our goal is to empower squads to figure out the best solutions to the problems that need to be solved - and we also hold them accountable to the results. Shipping product is necessary, but not enough. We seek business analysts who want to be future product managers - who are willing to be accountable for the products and features they work on, and who are willing to collaborate with their fellow squad members to ensure the teams' success.Responsibilities:Create detailed use cases and product requirements in the form of user storiesWork with our User Experience team to generate mock-ups when neededParticipate in the agile process of the squad, leading some ceremonies such as sprint planning, product grooming and retrospectivesCollaborate with other internal stakeholders including other squads, legal, compliance, and investment managementApply analytical thinking to report on product performance and recommend enhancements to help drive better business resultsRequirements:1-2 years of product or business analyst experienceExperience in financial services is a plusExperience working with agile teams including writing user stories or business requirementsProven analytical and creative problem-solving skillsBA/BS or equivalent experienceAbout Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, as recognized by Barron's,1 with 150+ offices across the country and entrusted by 1.3 million clients to manage more than $289 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, visit -- 2021 Edelman Financial Engines, LLC. Edelman Financial Engines-- is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O'Connell (857-305-8555 or [email protected]) with any questions. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. [1] The 2020 America's Best RIA Firms Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.[2] Data as of 6/30/2021.

Keywords: Edelman Financial Engines, Boston , Business analyst, Professions , Boston, Massachusetts

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