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Lead Product Analyst
Wealth Management
Updated on 3/16/2023
Irvine, CA, USA
Experience Level
Desired Skills
  • Bachelor of Science degree in a technical discipline, business, or related field
  • 7+ years of experience in Information Technology in a business systems analyst or similar function
  • Strong financial literacy and knowledge of securities, investing, trading and brokerage processes
  • Strong understanding of business process optimization and automation concepts
  • Experience documenting business cases and/or business requirements
  • Experience in incident management, triaging issues and implementing resolutions
  • Ability to discern complex explicit and implicit needs and requirements of various business and technical stakeholders
  • Ability to convey complex business and technical information in a concise manner
  • Ability to create effective visualizations of processes and workflows
  • Experience with wireframing
  • Working knowledge of SQL
  • Ability to quickly learn the objectives, structures, processes, and policies of a business area
  • Excellent critical thinking and analytical skills
  • Excellent written and verbal communication
  • Craves knowledge and enjoys learning new skills
  • Enjoys planning, organizing, and coordinating activities within a team
  • Enjoys collaborating with team members, sharing skills, and learning from others
  • Build strong relationships with internal partners (such as Wealth Management stakeholders, Product Portfolio Management, Product Delivery Teams, Product Support, Compliance/Risk, Information Security, etc.)
  • Review and understand technology products, configurations, customizations and release notes in order to:
  • Elicit and capture business requirements
  • Document and map current and future state business processes
  • Notify partner teams of impacts related to pending vendor product releases
  • Work as a team to create and deliver functional user stories (specifications) based on architecture/design/business processes
  • Manage implementation of product updates and maintain related application configurations
  • Identify opportunities for cross-training support teams for ongoing process improvement
  • Perform manual data uploads on a recurring basis and identify continuous improvement opportunities
  • Manage work items within the product backlogs, collaborating with vendor and in-house teammates on delivery
  • Build subject matter expertise for our business process optimization platforms, providing the highest level of support to diagnose issues and provide resolution
  • Establish support procedures
  • Perform quality assurance to ascertain compliance to requirements and assist the business areas in their execution of acceptance testing
  • Work with internal teams on completing internal and external audit requests
  • Determine top use cases and synergies across teams to drive continuous delivery of value
Desired Qualifications
  • Experience working with Salesforce CRM platforms in an analyst role
  • Experience with FIS Addvantage
  • Experience with Schwab Advisor Center
  • Experience working with or in production support roles
  • Good understanding of and experience working with Agile development methodologies, techniques, and tools
  • SAFe methodology certification
  • Business Analysis certification (CBAP or similar)
First American

10,001+ employees

Title insurance & professional settlement services
Company Overview
First American is on a mission to provide comprehensive title insurance protection and professional closing/settlement services that produce clear property titles and enable the efficient transfer of real estate.
  • 401k matching
  • Health, vision, dental insurance
  • Professional development