The Business Analyst role at a leading WealthTech company involves bridging business objectives with IT capabilities by supporting the development and deployment of software features for wealth management solutions. This position requires collaborating closely with various departments to gather requirements, develop effective solutions, and ensure seamless integration of technology. Daily tasks include data analysis, process improvement, project management, stakeholder engagement, and risk assessment. Ideal candidates have 3+ years of business analysis experience in finance technology, preferably within an Agile environment, and possess strong analytical, communication, and problem-solving skills. Familiarity with tools such as Miro, Jira, Confluence, SQL, Python, R, and data visualization platforms like Tableau is advantageous for this role that operates at a large scale to address complex business needs in the financial sector.
Skills
Miro
Jira
Confluence
Python
R
SQL
Tableau
Power BI
What you'll do
Analyze complex data streams to provide actionable insights.
Gather business requirements through workshops and stakeholder interviews.
Implement process improvements to streamline operations and enhance services.
Manage project timelines and coordinate teams for efficient resource use.
Evaluate information from multiple sources to ensure solution accuracy.
Prepare detailed reports summarizing information and trends effectively.
Identify and mitigate potential risks in technology solutions.
What we're looking for
3+ years of experience in business analysis or a related field.
Bachelor’s degree in Business Administration, Finance, Computer Science, Information Systems, or equivalent work experience.
Experience in finance technology with knowledge of regulatory and compliance requirements.
Proficiency in Microsoft Office Suite, particularly Excel, Miro, Jira, Confluence.
Strong analytical skills to interpret complex data streams and develop actionable insights.
Experience working in an Agile/Scrum environment preferred.
Market check
Salary context
This
$78,200–$97,750
range sits above
1%
of similar postings on FindRole.
Peer median band
$100,000–$155,000
Median floor and ceiling across peers.
Typical midpoint (25–75%)
$114,100–$151,500
Middle half of comparable postings.
Based on 237 comparable postings.*
* 240 is the maximum number of comparable postings sampled.
Employer
About Apex
Apex Fintech Solutions provides brokerage infrastructure and clearing services to financial services companies, enabling them to deliver investing, trading, and retirement solutions to their customers. Industry: Financial Technology & Brokerage Infrastructure
Apex currently has
34 open roles
on FindRole.
Listed pay typically runs
$129,200–$161,500
across 10 roles with salary data.
Python
Visio
JIRA
Confluence
MS Office Suite
Waterfall
Agile
Business Requirements Analysis
Process Flowcharting
Test Management Tools
User Acceptance Testing
Project Planning
Stakeholder Management
Documentation and Reporting
Process Improvement
Excel
Visio
Confluence
Jira
Agile
Microsoft Office Applications
Technical Writing
Business Requirements Analysis
Critical Thinking
Problem Solving
Process Design
Operational Efficiency
Communication
Remote (Us - Greencastle, Pa - 1611 Ebberts Spring Court, US)30 days ago
SQL
PL/SQL
Oracle
MS SQL Server
XML
webMethods
IBM Cognos
Power BI
QAD Precision
QAD Trax
Warehouse Management Systems
Transportation Management Systems
Order Management Systems
HP Printers
Zebra Handheld Scanners
Network Switches
WiFi Knowledge
User Acceptance Testing
Agile Methodology
SDLC