Business Analyst

The Business Process Analyst is an agent of change. Investment Business analysts help guide businesses in improving processes, products, services and software through data analysis. As businesses seek to increase efficiency and reduce costs, business analytics has become an important component of their operations.

Job titles for business analysis practitioners include not only business analyst, but also business systems analyst, systems analyst, requirements engineer, process analyst, product manager, product owner, enterprise analyst, business architect, management consultant, business intelligence analyst, data scientist, and more.

Elicits requirements

We learn your project’s history, rules, and goals. We author business requirements with corresponding business units encompassing the entire SDLC - Software Development Life Cycle (portfolio managers, risk managers, operations, and technology).

Project documentation and estimation

We document all the project-related informatio with end to end understanding of the Product Life Cycle. Based on the documented data, we make time and cost estimates for your project’s potential deliverables.

Backlog prioritization

We work with you in identifying priorities, and determining feasibilities on deliverables, all with an Agile or Predictive methodology.

liason

Serves as a liaison between the business programs and the IT organization to provide technical solutions to meet user needs by translatting high-level business requirements into functional specifications.

prototyping

We strive to present the prototype of the developing product to estimate user experience and set a clear vision of the designed solution. Our team demonstrates the visual model of the solution to describe the benefits.

functional testing

We perform functional testing of all technology enhancements and manage the implementation with IT and other business units.

continuous development support

Provide continuous support with hands-on expertise for the firm's investment and operational process, procedures, and controls.

Initial requirements elicitation

During the first phase of business analysis, our specialist will conduct consultancy and gather all the necessary background information, such as the expected deliverables, the project’s history, project risks and constraints, etc., and collect existing documentation.

Research & analysis

At this stage, our business analyst will conduct in-depth research of the niche that the product will enter, perform competitive analysis, evaluate the potential attractiveness of the product from the financial perspective, assess what external pressures exist that may impact the project, etc.

Setting the objectives

Based on the previously collected information, our BA will set understandable and actionable business objectives, considering project expectations, needs, and goals. It will help identify the project scope more accurately, leaving no room for misinterpretations and conflicting expectations.

Documenting the requirements

Having outlined the project scope, our BA will document both functional and non-functional project requirements that will be used as a technical guideline for implementing the product by the development team.

Project scope statement creation

Our business analyst will develop the project scope by defining the set of features required to create a product, prioritize them in accordance with business expectations, describe the expected results, and project acceptance criteria.

A small independent family firm engaged with me to do a short review of their Operational processes to look for potential compliance-related issues. Issues were documented, and solutions were proposed for upper management review and potential implementation.

Assets Under Management: $500m

Account Types: Wealth adviser-based accounts

Accounts Under Management: 200+

Investment Vehicles: All

Major Hurdle: Educating long-term, legacy employees on transitioning to newer, more automated processes

All Inclusive Performance Report

During one Conversion project, a client had multiple legacy performance reports which pulled from multiple locations on the system. During the Conversion, it was determined that it would not be cost effective to convert/create all of these existing reports to the new system, but determine a more suiteable long-term solution. Therefore, an analysis was done which allowed for all of the existing reports not only to a) be consolidated into one report but b) pull from the data points on the Future State system.