Business Analyst - Financial Services
Description
We are looking for a skilled Business Analyst to join our team. This position offers a unique opportunity to contribute to process improvements and ensure operational excellence within the financial services sector.
Responsibilities:
- Provide operational support to various desks based on workload and specific needs.
- Lead and manage projects, including quarterly quality checks, fee audits, and statement reviews.
- Coordinate system specifications and project plans between operations stakeholders and IT teams.
- Analyze operational and system trends to identify issues and propose solutions to management.
- Process departmental service and research requests with efficiency and accuracy.
- Collaborate with department managers to evaluate and enhance processes, addressing breakdowns and recommending improvements.
- Monitor and report trends that may require training updates or process enhancements.
- Conduct yearly audits and ensure compliance with established operational standards.
- Support business continuity plans by being prepared to perform essential functions remotely when necessary.
- Participate in ad-hoc projects as assigned by management
Requirements
- Minimum of 2+ years of experience in the financial services industry, preferably with a broker/dealer.
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred.
- Strong analytical and problem-solving skills, including proficiency in Excel or similar tools.
- Excellent written and verbal communication skills.
- Detail-oriented with exceptional organizational skills and the ability to meet strict deadlines.
- Basic knowledge of financial services regulations and compliance standards.
- Ability to work effectively in a collaborative team environment.
- Familiarity with process improvement methodologies, such as Six Sigma or Lean, is a plus
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .
Apply Now
Apply Now
We are looking for a skilled Business Analyst to join our team. This position offers a unique opportunity to contribute to process improvements and ensure operational excellence within the financial services sector.
Responsibilities:
- Provide operational support to various desks based on workload and specific needs.
- Lead and manage projects, including quarterly quality checks, fee audits, and statement reviews.
- Coordinate system specifications and project plans between operations stakeholders and IT teams.
- Analyze operational and system trends to identify issues and propose solutions to management.
- Process departmental service and research requests with efficiency and accuracy.
- Collaborate with department managers to evaluate and enhance processes, addressing breakdowns and recommending improvements.
- Monitor and report trends that may require training updates or process enhancements.
- Conduct yearly audits and ensure compliance with established operational standards.
- Support business continuity plans by being prepared to perform essential functions remotely when necessary.
- Participate in ad-hoc projects as assigned by management
Requirements
- Minimum of 2+ years of experience in the financial services industry, preferably with a broker/dealer.
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred.
- Strong analytical and problem-solving skills, including proficiency in Excel or similar tools.
- Excellent written and verbal communication skills.
- Detail-oriented with exceptional organizational skills and the ability to meet strict deadlines.
- Basic knowledge of financial services regulations and compliance standards.
- Ability to work effectively in a collaborative team environment.
- Familiarity with process improvement methodologies, such as Six Sigma or Lean, is a plus
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .
Apply Now
Apply Now