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Business Analyst III (Remote)
Kforce • Los Angeles, CA
No Relocation
Posted: August 21, 2026
Responsibilities
- Partner with business stakeholders (e.g., account administrators, operations teams, reporting teams) to elicit, document, and prioritize functional and non-functional requirements for the custodial platform
- Translate configuration decisions into documented requirements that clearly articulate the business rationale, expected outcomes, and integration architecture across systems
- Document the rationale, assumptions, and control considerations underlying configuration and integration decisions for future reference, audit, and change management, ensuring traceability between configuration decisions and expected business outcomes
- Partner with business stakeholders to identify system integrations needed to achieve specific business objectives and operational outcomes
Requirements
- 5-9 years as a business analyst in wealth management, custody, or investment operations
- Prior experience with custodial platform implementations (e.g., SEI Wealth Platform, Charles River, or proprietary systems), particularly with cloud-based or SaaS solutions requiring configuration and integration work
- Experience documenting system integration requirements and translating business outcomes into integration architecture
- Experience documenting system integrations and defining integration requirements
- Experience supporting testing activities and quality assurance
- Deep understanding of investment products (e.g., equities, bonds, mutual funds), account types (e.g., advisory, custody, IRA, trust), and back-office functions (e.g., trade settlement, asset servicing)
- Familiarity with operational processes across multiple functional areas (e.g., operations, finance, risk, compliance)
- Strong expertise in process modeling tools (Visio, BPMN)
- Proficiency in requirements management tools
- Data analysis capabilities and ability to map data flows and integration points across systems
- Strong communication, problem-solving, and stakeholder management abilities
- Demonstrated adaptability and ability to wear multiple hats and shift priorities to meet business needs
- Strong analytical mindset with ability to connect tactical configuration and integration decisions to strategic business outcomes
- Comfort engaging with risk and control perspectives to identify operational vulnerabilities and design appropriate mitigations
- Experience with cloud-based platform implementations
- Experience working with operational risk and control functions
- Familiarity with wealth management regulatory frameworks
- Understanding of operational risk management principles