Full-Time

Senior Business Systems Analyst

Posted on 9/9/2024

AssetMark

AssetMark

501-1,000 employees

Third-party asset management platform for advisors

Consulting
Financial Services

Compensation Overview

$115k - $135kAnnually

+ Variable Incentive Compensation

Senior

No H1B Sponsorship

Concord, CA, USA + 1 more

More locations: Encino, Los Angeles, CA, USA

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

Category
IT Consulting
Consulting
Required Skills
Data Analysis
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 platform 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 customized guidance and improve client experiences. Unlike many competitors, AssetMark focuses on personalized support and business efficiency, enabling advisors to concentrate on growing their practices. The company's goal is to empower financial advisors to navigate the complexities of wealth management effectively.

Company Stage

IPO

Total Funding

N/A

Headquarters

null, California

Founded

1996

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for personalized financial planning drives growth in wealth management.
  • Strategic acquisitions, like Morningstar's TAMP assets, expand AssetMark's investment solutions.
  • AI integration enhances client engagement and personalized investment strategies.

What critics are saying

  • Integration challenges from Morningstar's TAMP acquisition may disrupt service delivery.
  • Competition from AI-driven platforms could challenge AssetMark's market position.
  • Rapid expansion may strain operational resources and affect service quality.

What makes AssetMark unique

  • AssetMark integrates AI to enhance personalized investment strategies for financial advisors.
  • The company offers a comprehensive suite of investment solutions and consulting services.
  • AssetMark's strategic alliances expand its service offerings and client base.

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