Business Analyst II

Confirmed live in the last 24 hours



501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics


Berwyn, PA, USA

Required Skills
Power BI
Data Analysis
  • Bachelor's degree in Business Administration, Finance, Economics, Statistics, or a related field
  • 3+ years of experience in business analysis, preferably within financial services or technology companies
  • Experience with Agile methodologies
  • Proficiency in data analysis tools (e.g., SQL, Python) and data visualization tools (e.g., Tableau, Power BI)
  • Understanding of financial data and wealth management concepts
  • Experience with business intelligence (BI) platforms
  • Strong written and verbal communication skills
  • Interpersonal skills to collaborate effectively with financial advisors, wealth managers, and product development teams
  • Excellent analytical and problem-solving skills
  • Solid understanding of the wealth management industry and financial markets
  • Build and maintain relationships with both internal and external stakeholders
  • Perform initial analysis of existing Platform Experiences, Data Solutions, and 3rd party software integrations
  • Review and analyze moderate to complex business problems and assess potential solutions
  • Facilitate and lead training and key workshops
  • Prepare detailed specifications for data mapping, customization reporting, business and technical requirements
  • Identify and document data analytics and insights opportunities
  • Ensure adherence to the delivery roadmap
  • Support all documentation initiatives
  • Plan and prioritize individual/own assignments and tasks
  • Partner with product managers to understand the needs of financial advisors and wealth managers
  • Analyze data to identify trends, risks, and opportunities in the financial markets
  • Develop data-driven insights and recommendations
  • Translate complex data analysis into clear and actionable reports and visualizations
  • Collaborate with product development teams to design and implement data-driven features and functionalities
  • Stay up-to-date on industry trends and regulatory changes impacting data and analytics in wealth management
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity, and administrative policy

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage


Total Funding



Redwood City, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement