Business Analyst

Job Description

Job Description

Job Summary

The Business Analyst (BA) serves as a process expert for Valmark's investment business, and plays a critical role in creating useful reports, analyzing data, identifying strategic and tactical enhancements, project management, and driving investment initiatives to completion. The BA works across the investment operations team, including the Principal Review, Controls, and Processing teams. The BA has a detailed understanding of both business functions and technology used on these teams and uses that knowledge to make recommendations or improvements to existing processes and procedures. The BA is required to have a strong technical background and ability to collaborate with diverse workstyles as will serve as the liaison between the business units, vendors and shared services such as Information Technology and Financial Reporting.

Essential Functions and Responsibilities

1. Lead Strategic Technology and Process Enhancements

• Drive technology initiatives that create efficiencies, support scalability, and enhance both existing and new investment strategies.
• Serve as the subject matter expert (SME) and product lead for key investment technologies, overseeing testing, feedback, and vendor relationships such as PershingX, Tamarac, DST, etc.
• Identify and recommend process improvements or data initiatives that simplify complexity, optimize workflows, and ensure Valmark remains innovative within the industry.

2 . Support the VP of Financial Operations and Division Leadership

3 . Manage Cross-Functional Communication and Collaboration

4 . Lead Data Analysis and Reporting Efforts

5 . Drive and Manage Business Initiatives

6 . Provide Leadership, Guidance, and Issue Resolution

C ore Competencies

Supervisory Responsibility

Required Education and Experience

Preferred Education and Experience

Physical Demands

This is a largely sedentary role. It may involve repetitive motions in the hands / wrists as this role is dependent on consistent computer-use during the workday.

Salary Range : $70,000-80,000

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience.

Position Type and Expected Hours of Work

Days and typical hours of work are Monday through Friday, 8 : 00 a.m. to 5 : 00 p.m. Some flexibility in working hours is allowed, but the employee must work 40 hours each week to maintain full-time status. Up to 2 days WFH per week, per policy.

Valmark reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.