Job Description
Title: Business Analyst - Client Financial Advisory (Asset Management Sales)
Location: Newport Beach, CA
Employment Type: Contract
Compensation:
Pay Range:$51.45-$73.50 Per HR
Description
Join our team as a Business Analyst in the Client Financial Advisory sector, focusing on asset management sales.
Located in Newport Beach, CA, this contract position involves collaborating with various stakeholders to enhance a sales platform.
Responsibilities include requirement gathering, process analysis, and supporting platform development using data-driven technologies.
Key Responsibilities
Gather and document business requirements for platform capabilities and data integrations.
Translate business needs into user stories and functional specifications.
Collaborate with stakeholders to define objectives and success metrics.
Analyze sales processes to identify opportunities for efficiency improvements.
Support user acceptance testing and validate new features for effectiveness.
Qualifications
Bachelor's degree in Business, Finance, Economics, Information Systems, Computer Science, or related field.
3-5 years of experience as a Business Analyst or related role in asset management or financial services.
Strong understanding of investment products and financial markets.
Experience with sales organizations and advisor-facing platforms.
Proficiency in translating business concepts into functional requirements.
Core Technologies
Data Analysis | Reporting Tools | CRM Systems | Agile Methodologies | Business Intelligence Tools
Contact Authorization:
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here https://www.mitchellmartin.com/privacy-policy
Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks
Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4
EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement
#LI-TG1
Location: Newport Beach, CA
Employment Type: Contract
Compensation:
Pay Range:$51.45-$73.50 Per HR
Description
Join our team as a Business Analyst in the Client Financial Advisory sector, focusing on asset management sales.
Located in Newport Beach, CA, this contract position involves collaborating with various stakeholders to enhance a sales platform.
Responsibilities include requirement gathering, process analysis, and supporting platform development using data-driven technologies.
Key Responsibilities
Gather and document business requirements for platform capabilities and data integrations.
Translate business needs into user stories and functional specifications.
Collaborate with stakeholders to define objectives and success metrics.
Analyze sales processes to identify opportunities for efficiency improvements.
Support user acceptance testing and validate new features for effectiveness.
Qualifications
Bachelor's degree in Business, Finance, Economics, Information Systems, Computer Science, or related field.
3-5 years of experience as a Business Analyst or related role in asset management or financial services.
Strong understanding of investment products and financial markets.
Experience with sales organizations and advisor-facing platforms.
Proficiency in translating business concepts into functional requirements.
Core Technologies
Data Analysis | Reporting Tools | CRM Systems | Agile Methodologies | Business Intelligence Tools
Contact Authorization:
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here https://www.mitchellmartin.com/privacy-policy
Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks
Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4
EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement
#LI-TG1
Numbers & Facts
| Location | Newport Beach, CA |
| Industry | Staffing/Employment Agencies |
| Salary | $51.45–$73.50 Per Hour |
| Company Size | 100 to 499 employees |
| Year Founded | 1984 |
| Website | https://www.mitchellmartin.com |
About Company
OUR FOCUS IS GROWTH
It’s not just about filling job openings. It’s about enabling growth and inspiring success. That’s what we do.
Mitchell Martin is one of the nation’s largest staffing companies, with offices throughout the US as well as in India and the Philippines. We help drive success for both people and companies by helping them achieve positive growth. We do this by building strong relationships and developing a deep understanding of the people we work with, in order to facilitate the best matches for both sides of the equation.
Skills
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