Requirements Planning Functions: * Analyzes and identifies moderately complex and competing business requirements across business functions * Ensures requirements are fully scoped * Drives prioritization of project requirements * Develops requirements plans and schedules * Identifies subject matter expert resource projects * Liaison between the business and technical teams to articulate business needs and system capabilities * Consults with teams and business leaders to collect business requirements * Publishes, distributes, and ensures sign-off of the business requirement documents * Communicates with business partners using data and process models to clarify and validate requirements * Writes project documents (business cases, requirements, test cases, and cost benefits) * Develops business data requirements in the form of business and data models (leveraging Visio to document workflows) * Assists with developing and implementing change plans * Participates in the creation of training plans to implement new skills * Manages changes to baseline requirements in order to meet project goals and deadlines Process Reengineering: * Drives workflow analysis and other business process analysis to identify and clarify requirements * Conducts business process management analysis to meet business needs * Conducts current and future gap analysis * Evaluates organization and stakeholder change readiness * Identifies, manages, and recommends business process management improvements Business Case Development: * Interprets meaning and implications of business metrics, data and reports to achieve project goals * Calculates and interprets key business metrics (e.g., NPV, ROI) for review with project team * Gathers information to support the project team with interpreting financial tools and reports (profit and loss, CBA, etc.) * Develops business benefits realization measures of business cases, with guidance when necessary The successful Sr. Business Analyst applicant will possess the following requirements (items are required unless noted otherwise): * Bachelor's Degree * 5-7 years of experience as an SME, business / technical resource involving analysis on medium level projects, initiatives, or production support efforts * Experience with system development life cycle methodology * Experience with the application and user testing process * Experience utilizing MS Office Suite (Word, PowerPoint, Excel, Access, and Project) * Experience utilizing business metrics Licenses and Certifications: * Business Analyst Certification is preferred Additional Desirable Qualifications: * Mutual Fund / Financial Services experience * Master's Degree Knowledge, Skills, and Abilities: * Ability to communicate effectively; orally and in writing and to establish and maintain cooperative working relationships with persons contacted in the course of performing assigned duties including Company Management and outside business associates * Strong attention to details * Ability to interact with Senior Management on a regular basis * Ability to work independently or with minimal supervision * Analytical, problem solving, and decision making skills * Ability to perform multiple tasks in a fast-paced, team environment * Ability to work under pressure * Knowledge of functional business unit systems and/or call center functionalities * Intermediate knowledge of moderate business process modeling methodologies (lean, Six Sigma, etc.) Problem Solving and Decision Making: * Work is performed without direction; participate in determining objectives of assignment and plans - schedules and arranges own activities in accomplishing objectives * Work is reviewed for adequacy in meeting objectives * Develop solutions to a variety of problems * Ensure solutions are consistent with organization