Business Analyst - Service & Operations
Focus Financial PartnersNeedham, Massachusetts, United States · Posted 1 month agoDescription
Position Summary
As a member of the Service & Operations (S&O) department, the Business Analyst partners with S&O leadership to transform operational priorities and data into actionable insights, scalable solutions, and executive decision support. Serving as an extension of the leadership team, this role leverages data, analytics, AI-enabled tools, and business analysis to improve operational performance, inform strategic decisions, and support the evolution of the Service & Operations operating model. The Business Analyst acts as a strategic business partner, translating initiatives into actionable analysis, business requirements, practical solutions, and executive communications.
This role is for a highly organized, analytical, detail-oriented, and exceptional communicator who can drive change through data-driven insights and process improvements.
Key Responsibilities
Analysis & Reporting
-
Analyze large operational datasets to identify trends, inefficiencies, capacity constraints, and opportunities to improve capacity planning, workflows, and processes.
-
Create and maintain key metrics, and KPI tracking capabilities through dashboards. Identify key data points to measure, source data from multiple enterprise systems, and present meaningful insights that support leadership decision-making.
-
Develop and operationalize analytical tools, workflow enhancements, automation opportunities, and AI-enabled solutions that improve operational efficiency, scalability, and decision-making.
-
Partner with Technology, Data, and business leaders to define reporting requirements and develop dashboards, analytics, and reporting capabilities that support Service & Operations priorities, using enterprise data platforms, including Snowflake and other analytics tools.
-
Support operational modeling, segmentation analysis, workforce planning, and gearing ratio development to inform Service & Operations strategy.
Executive Support & Communications
-
Partner with S&O leadership to prepare executive presentations, communications, business cases, recommendations, and operational documentation.
-
Organize and synthesize information from multiple sources into clear summaries, recommendations, and executive-ready materials that support leadership decision-making.
-
Prepare materials and summaries for leadership or business partner meetings, operating reviews, strategic discussions, and departmental status updates.
Business Process & Requirements
-
Document and maintain business processes, workflows, SOPs, business requirements, and other operational documentation that support consistent execution across Service & Operations.
-
Translate analytical findings into business recommendations and business needs into clear requirements for Technology and enterprise partners.
-
Maintain appropriate documentation, data governance, and process controls consistent with organizational and regulatory standards.
Business Operations Support
-
Support S&O strategic initiatives through research, data analysis, business case development, implementation planning, and executive follow-up.
-
Track action items, decisions, and deliverables for leadership priorities.
-
Partner across functional teams to support implementation of S&O initiatives and special projects.
Required Qualifications
-
5+ years of experience in business analysis work involving large, complex projects and building/fostering relationships with cross-functional teams and leaders. Experience in financial services preferred.
-
Experience analyzing large datasets using enterprise reporting or cloud data platforms (Snowflake preferred).
-
Fluent in multiple technology systems with ability to quickly learn new ones.
-
Experience with Snowflake, PowerBI, Salesforce, Orion, Addepar preferred.
-
Strong analytical and problem-solving skills with the ability to interpret operational data, synthesize information from multiple sources, and translate findings into clear business recommendations, reporting, documentation, and executive presentations.
-
Excellent written communication and technical writing skills, including experience preparing executive-level PowerPoint presentations and clearly communicating complex analyses and recommendations to multiple stakeholders.
-
Advanced Excel skills including Power Query, PivotTables, data modeling, or similar analytical techniques.
-
Experience documenting business processes, requirements, procedures, or workflows.
-
Experience leveraging AI and productivity tools to improve the quality, speed, and consistency of analysis, communications, documentation, and deliverables.
-
Experience building and maintaining executive dashboards, KPI reporting, and performance metrics.
-
Intellectual curiosity with the ability to quickly learn new business processes and systems, ask thoughtful questions, manage competing priorities, and operate independently in a dynamic environment.
-
Experience supporting operational, process improvement, or technology-related initiatives in wealth management preferred.
Work Environment
-
This role will be based in a hybrid setting with 3 days/week onsite in Needham, MA. Occasional travel may be required for stakeholder meetings and project delivery.
This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000–$120,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
#LI-KJ2
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Similar jobs
Est. 100,000 USD
Position Summary The Analytics Engineer is responsible for owning the design, build, and ongoing maintenance of data products in the MART layer of the firm’s data platform. This role creates and evolves foundational and…
Est. 117,500 USD
Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading the definition, documentation, and execution of business processes and technology initiatives across the organization, with a pri…
Position Summary The Middle Office Operations Analyst will take ownership of ongoing administrative and operational processes to support our client experience. This role supports front-line investment teams by improving…
Est. 137,500 USD
Position Summary The Manager, Client & Advisor Experience role is a people leader on the Focus Client & Advisor Experience team responsible for leading a team and overseeing the deployment, adoption, success, and…
Est. 112,500 USD
Position Summary The Lead Client & Advisor Experience Manager is an individual contributor on the Focus Client & Advisor Experience team responsible for the deployment, adoption, success, and ongoing improvement…
Est. 120,000 USD
Position Summary The Data & Integration Ops Engineer is an experienced data engineering professional responsible for the stable, secure, and efficient operation of Focus's data platforms and integration pipelines. Th…
Est. 112,500 USD
Position Summary The Senior Advisor Development Manager is a key member of the Advisor Development team, responsible for designing, facilitating, and continuously enhancing learning experiences that help advisors build t…
Est. 135,000 USD
Position SummaryWe are seeking an experienced Senior Manager of Infrastructure Protection Operations to strengthen the security and resilience of our enterprise infrastructure. Reporting to the Vice President of Network…
Est. 120,000 USD
Position Summary The BI & Data Applications Engineer is an experienced BI and data engineering professional responsible for building and maintaining Focus's data consumption layer — the reports, dashboards, and inter…
Position Summary The Bookkeeper is responsible for delivering accurate, timely, and compliant bookkeeping services to a portfolio of clients of the accounting practice. The role supports clients by maintaining high-quali…
Position Summary The Supervisor is a senior technical and delivery-focused role with high client interaction. The role is responsible for reviewing work, providing technical guidance, supporting workflow management, and…
Position Summary The Supervisor is a senior technical and delivery-focused role with high client interaction. The role is responsible for reviewing work, providing technical guidance, supporting workflow management, and…
Est. 65,000 USD
At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountabil…
Est. 70,000 USD
Position Summary Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized appr…
Position Summary The Senior Manager – Practice Management & Performance is accountable for the day‑to‑day operational performance, capacity management, and leadership of advice operations teams, ensuring the practice…
Est. 92,500 USD
Provident Financial Management is a premier business management firm based in Los Angeles, specializing in providing comprehensive tax, accounting, and financial management services to entertainers, musicians, and other…
Est. 67,500 USD
Sapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve, and…
Est. 85,000 USD
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in Bloomfield Hills, MI. Our team is comprised of individuals with a unique set of talents, all with an intense orientation tow…
Est. 200,000 USD
Position Summary Williams Jones, founded in 1988, is a SEC-registered investment advisory firm specializing in customized wealth management services for private individuals, retirement plans, and non-profit organizations…
Est. 82,500 USD
Since joining Focus Financial Partners in 2016, XML Financial Group has been growing our client assets we service from $500M to nearly $4B today with offices in multiple states and over 50+ team members. We have been abl…
Est. 125,000 USD
Alley Company is a registered investment advisory firm located in Lake Forest, Illinois. The firm was founded in 1998 by Steven J. Alley with a clear purpose: to provide clients with understandable, long-term financial p…
Est. 55,000 GBP
Position SummaryFocus Financial partner firm, Gelfand, Rennert & Feldman, is seeking a Tax Assistant Manager. The Tax Assistant Manager must be an organized, technically capable and client-focused tax professional wh…
Est. 100,000 USD
The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees mor…
Est. 200,000 USD
Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been more than just fiduc…
Est. 125,000 USD
Based in New York, NY, Joel Isaacson & Co. serves successful executives, business owners, professionals and high net worth families. The firm’s services include: investment and cash flow management, estate and tax pl…
Est. 165,000 USD
LVW Advisors is an independent investment advisory firm serving ultra-high-net-worth families, business owners, endowments, foundations, nonprofits, and other sophisticated investors. The firm combines institutional-qual…
Est. 120,000 USD
Origin Investments is a dynamic and entrepreneurial real estate investment firm focused on transforming the way individuals invest in real estate. With more than $5 billion in assets under management, Origin manages a gr…
Est. 145,000 USD
The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees mor…
Est. 120,000 USD
Position Summary Hill Investment Group and Longview Research Partners are redefining how advisors and investors implement evidence-based investing through a differentiated ETF platform built for long-term success. Headqu…
Est. 115,000 USD
Position Summary Founded in 2003, Ancora Holdings Group is a private wealth advisor and institutional asset manager focused on building distinctive investment strategies and robust wealth & risk management solutions…