• Business Analyst

    Robert Half Technology (New York, NY)


    Description

    Position Summary:

    We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in driving strategic initiatives, solving complex business challenges, and delivering impactful solutions through close collaboration with stakeholders and technical teams. The ideal candidate will have a strong background in relationship management, business process analysis, and technology-driven solution delivery within the wealth management domain.

    Key Responsibilities:

    Strategy & Planning

     

    Partner with business leaders to understand strategic goals and translate them into actionable initiatives.

     

    Identify opportunities for process improvement and technology enablement.

     

    Requirement Gathering

     

    Conduct detailed business analysis to capture functional and non-functional requirements.

     

    Facilitate workshops, interviews, and documentation sessions with stakeholders.

     

    Project Delivery

     

    Lead cross-functional project teams from initiation through execution.

     

    Ensure timely delivery of solutions aligned with business objectives and compliance standards.

     

    Stakeholder Management

     

    Serve as the primary liaison between Portfolio & Wealth Advisory stakeholders and technical teams.

     

    Build and maintain strong relationships across departments to ensure alignment and transparency.

     

    Data Analysis & Reporting

     

    Analyze data to uncover trends, insights, and opportunities for optimization.

     

    Develop and maintain dashboards and reports to track project progress and business performance.

    Requirements

    Qualifications:

    Bachelor’s degree in Business, Finance, Information Systems, or related field; MBA or relevant certification (e.g., CBAP, PMP) is a plus.

     

    5+ years of experience as a Business Analyst, preferably in wealth management or financial services.

     

    Proven track record of delivering technology-enabled business solutions.

     

    Strong analytical, problem-solving, and communication skills.

     

    Experience with Agile and Waterfall methodologies.

     

    Proficiency in data analysis tools (e.g., Excel, SQL, Tableau) and project management software.

     

    Technology Doesn't Change the World, People Do.®

     

    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) .