Business Associate

Bachelor’s degree in Business Administration, Finance, Operations Management, or a related field.
2-5 years of financial services experience, preferably in Private Wealth, investment advisory, or asset management settings.
Strong analytical skills, attention to detail, organizational skills, and stakeholder engagement.
Advanced proficiency in Tableau, PowerPoint, and Excel (e.g., VLOOKUP, Pivot Tables).
Ability to work with large datasets to identify patterns, correlations, and create visuals.
Impeccable integrity and high ethical standards.

Identify and address deficiencies and re-engineering opportunities in business processes.
Gather, analyze and document current and future state business process flows, contribute to the analysis of requirements.
Propose innovative ideas for process improvement and business enhancement.
Master technology platforms and collaborate with business users to prioritize enhancements.
Participate/Lead user acceptance and pilot testing of new applications and systems.
Assist in designing and developing change management and training programs.
Conduct training sessions for system implementations, enhancements, and project initiatives.
Develop stakeholder engagement, communication, and training strategies for successful adoption of systems and processes.
Analyze data exceptions and identify root causes to recommend system enhancements.
Engage in operational activities involving implementing controls, approvals, enhanced reporting and ad-hoc projects.
Act as a business liaison between client-facing PW Teams, Technology, Operations, and Legal & Compliance.
Build strong understanding of functions, systems, and processes across the PW business.

Advanced degree or certifications such as Lean Six Sigma, PMP, or similar a plus.
Familiarity with Aladdin Wealth, Charles River, client reporting, and portfolio accounting systems is a plus.
Series 7 and 66 licenses are a plus (or willingness to obtain).