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Full-Time

Senior Business Systems Analyst

Confirmed live in the last 24 hours

AssetMark

AssetMark

501-1,000 employees

Third-party asset management platform for advisors

Enterprise Software
Financial Services

Compensation Overview

$115k - $135kAnnually

+ Variable Incentive Compensation + Competitive Benefits

Senior

Encino, Los Angeles, CA, USA

Hybrid work schedule required; candidates must be close to the office in Encino, CA.

Category
IT Consulting
Consulting
Required Skills
Communications
PowerPoint/Keynote/Slides
Requirements
  • 5+ years’ experience working as a Business Systems Analyst on small to medium sized projects
  • Degree in Computer Science, Information Technology or Finance related field.
  • Exceptional written / oral communication and interpersonal skills
  • Proven experience creating business functional requirement documents and other BSA artifacts
  • Able to mine and analyze copious amounts of data; strong analysis and problem-solving skills.
  • Must be highly detail oriented, meticulous, and self-directed.
  • Proficient in MS Office Suite (Word, Excel, Visio, PowerPoint, and Outlook).
  • Experience in the wealth management or financial services industry a plus.
  • Experience with Microsoft Access a plus.
Responsibilities
  • Acts as the liaison between IT and business stakeholders during analysis, requirements definition and design activities for fresh solutions and/or integration projects
  • Collaborates with business stakeholders to facilitate and document business requirements, use cases and functional specifications. Provides strategic advice for business processes and solutions.
  • Gains a holistic understanding of a broad range of business processes and related systems.
  • Interacts with and directs technical partners to develop solution alternatives.
  • Communicate effectively both orally and in writing to management, team members, and business partners.
  • Possess flexibility to accommodate interaction with offshore development team.
  • Analyze and solve complex business problems and determine suitable IT solutions.
  • Apply broad business knowledge and practical experience to the analysis / solution generation process
  • Establish and maintain productive working relationships with departmental staff, and internal business partners.
  • Generate use cases and participate in user acceptance testing.
  • Communicate complex information clearly and concisely both orally and in writing to technical and non-technical audiences.

AssetMark provides a platform for third-party asset management aimed at supporting financial advisors. The company offers a variety of investment solutions, advanced technology, and consulting services that help advisors manage wealth and investment options for their clients. By acting as an extension of the advisor's team, AssetMark allows financial advisors to deliver personalized guidance and improve client experiences. Unlike many competitors, AssetMark focuses on empowering independent financial advisors with tailored support and resources, which helps them operate more efficiently. The goal of AssetMark is to enable financial advisors to grow their practices while effectively serving their clients.

Company Stage

Acquired

Total Funding

N/A

Headquarters

null, California

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The acquisition by GTCR for $2.7 billion provides substantial financial backing, enabling AssetMark to expand its product offerings and support growth.
  • Strategic collaborations, such as with TIFIN Give, highlight AssetMark's commitment to innovation and enhancing its service portfolio.
  • The integration of Morningstar's TAMP assets and analytics capabilities can lead to improved service offerings and client satisfaction.

What critics are saying

  • The integration of $12 billion in TAMP assets from Morningstar may pose operational challenges and require significant resources.
  • The acquisition by GTCR could lead to strategic shifts that may not align with the current company culture, causing potential disruptions.

What makes AssetMark unique

  • AssetMark's strategic alliance with Morningstar Wealth combines robust analytics and investment management solutions with AssetMark's technology and advisor network, creating a unique value proposition.
  • The acquisition of $12 billion in TAMP assets from Morningstar significantly boosts AssetMark's asset base, enhancing its market position.
  • AssetMark's focus on integrating advanced technology platforms with wealth management services sets it apart from traditional wealth management firms.