Business Analyst Job at Fiduciary Trust Company, Boston, MA

ZnFXT2VPWjBlV1RWWlJqSjdTL0RWNXl6dEE9PQ==
  • Fiduciary Trust Company
  • Boston, MA

Job Description

We are seeking a highly skilled Business Analyst / Project Manager with experience in the financial services industry to lead and support key initiatives. This role involves analyzing business processes, gathering requirements, managing projects, working with stakeholders, and providing product support functions to implement solutions that drive business efficiency and regulatory compliance. To be successful in this role the candidate must be comfortable juggling multiple projects.

Primary Responsibilities

  • Business Analysis
  • Gather, document, and analyze business requirements from stakeholders.
  • Conduct gap analysis and recommend process improvements.
  • Develop functional specifications and liaise with technical teams for implementation.
  • Support data analysis and reporting for decision-making.
  • Perform user acceptance testing (UAT) and facilitate training sessions for end users.
  • Conduct market and competitive analysis to support strategic decision-making.
  • Project Management
  • Lead end-to-end project delivery, ensuring timelines, budgets, and quality standards are met.
  • Develop and maintain project plans, status reports, and stakeholder communications.
  • Coordinate cross-functional teams, including business, IT, and external vendors.
  • Product Support
  • Conduct training sessions
  • Perform help desk & support functions

Required Skills and Characteristics

  • 7+ years of experience in project management and business analysis within financial services (Wealth Management, Trust Services, Custody and Accounting, etc.).
  • Strong understanding of financial products, regulatory requirements, and operational processes.
  • Experience with Global Plus, InvestCloud, Evare, Salesforce
  • Proficiency in project management tools (Smartsheet, etc.).
  • Strong analytical, problem-solving, and stakeholder management skills.
  • Excellent communication and presentation abilities.

Preferred Skills and Characteristics

  • Experience with financial risk, compliance, or data governance initiatives.
  • Knowledge of SQL, data analysis tools, or business intelligence platforms.
  • Prior experience in system implementation or digital transformation projects.
  • Certifications such as PMP is a plus.

Job Tags

Similar Jobs

Codex Medical Billing

Virtual Assistant Job at Codex Medical Billing

Virtual Assistant Location Remote in United States : About Codex Medical Billing: Codex Medical Billing is a trusted provider of medical...  ...efficiently and professionally. The ideal candidate will have experience in administrative support, excellent communication skills,... 

Williams Transportation Service Inc.

FedEx Ground Drivers Job at Williams Transportation Service Inc.

 ...Williams Transportation is currently seeking full-time, and part-time Ground lead drivers who are looking to join an award-winning...  ...company. Williams Transportation is a contracted service provider for FedEx Ground + Home Delivery, and runs multiple routes throughout the... 

Helios

Creative Director - Founding Team Member Job at Helios

Creative Director Founding Team Member About Us Helios is building the AI-native OS for government interaction. Our first product, Proxi, is already redefining how policymakers, lobbyists, Fortune 500s, and public servants navigate power. We're automating the workflows...

Din Tai Fung North America

Executive Kitchen Manager Job at Din Tai Fung North America

 ...noodle restaurant in 1972. Since its founding, Din Tai Fung has become world-renowned for its quality, standardization and service. The Hong Kong branch has been awarded a Michelin star five times. Din Tai Fung currently has over 170 locations in 13 countries worldwide.... 

Fareway Stores Inc

Bakery Clerk Job at Fareway Stores Inc

 ...Job Function: As a Bakery Clerk, you will play a vital role in ensuring the smooth and efficient operation of our bakery department. Your expertise in assisting customers, preparing and packaging bakery products, and maintaining a clean and organized workspace...