Business Analyst

• Translates ambiguous business needs into solid business and functional requirements for small to large projects with moderate complexity.
• Effectively elicits information to create concise, organized Business Requirement Documents (BRD) and Functional Requirement Documents (FRD) using standard, industry recognized tools and best practices.
• Manages requirements across the lifecycle of a project to ensure end user satisfaction, business stakeholder buy-in, and scope integrity.
• Identifies opportunities and contributes recommendations based on analysis of requirements and future impacts.
• Partners with business unit and IT or other departments as needed to ensure successful implementation and ongoing business and / or systems support when appropriate.
• Creates detailed Use Cases, User Stories and other documents to illustrate business needs.
• Facilitate meetings and Joint Application Development (JAD) sessions in a positive way to drive cross functional stakeholders to reach agreements and effective solutions. Meetings may include leadership.
• Conducts research and interviews subject matter experts to create "As-is" and "To-be" process flows.
• Apply critical thinking to evaluate cross functional dependencies, including upstream and downstream impacts.
• Contributes to enhancements of Business Analysis best practices and suggestions for improvements.
• Creates business facing test scenarios, test scripts/cases, and mockups of data necessary to conduct testing.
• Creates the traceability between requirements and scenarios to ensure business requirements are met.
• May monitor and report on testing activity and results.
• Consults with others in the development of appropriate training materials to support the needs of functional areas.
• May provide support to other entry and junior level Business Analysts.
• May investigate and research system problems and enhancements, working collaboratively with IT and business stakeholders to identify options and provide business and / or technical solutions.
• Other duties as assigned.

Business Analyst III

• Build and maintain analytical models for asset selection, relative value assessment, spread analysis, cash flow projections, deployment planning, and scenario analysis
• Conduct sector, issuer, and market research to support portfolio construction, rebalancing, and capital allocation decisions across liability-backed portfolios
• Support medium-term plan development, strategic asset allocation execution, and deployment projections through data preparation, quantitative analysis, and presentation materials for senior leadership and board audiences
• Monitor portfolio positioning against investment mandates and approved guidelines, track risk limit utilization and flag deviations from the strategic asset allocation framework
• Assist in the preparation of investment memos, due diligence materials, and governance documentation for new and existing fixed income investments
• Support identification, evaluation, and selection of external investment managers, including investment and operational due diligence, documentation review, track record analysis, and reference calls
• Monitor external manager performance, attribution, and compliance with fund terms; maintain manager tracking tools and reporting dashboards
• Develop working knowledge of insurance regulatory capital frameworks, including National Association of Insurance Commissioners (NAIC), risk-based capital, statutory accounting, International Financial Reporting Standards (IFRS) and General Accepted Accounting Principles (GAAP)
• Coordinate with actuarial, risk, accounting policy, and derivatives teams on investment approvals, pricing strategy inputs, cash flow testing, and governance requirements
• Build and maintain portfolio analytics, dashboards, and tracking tools using Excel, Bloomberg (including BQL), Aladdin, Clearwater, and available data platforms
• Contribute to process improvement and documentation initiatives

Portfolio Management Analyst

• Analyze business requests to be solved with automated systems.
• Formulate and design automated systems scope and objectives based on both user needs and a good understanding of applicable business systems and industry requirements.
• Provide expertise in identifying, evaluating and developing systems and procedures that meet user requirements and are within stated sizing estimates.
• Configure system settings and options; plan and execute business design, assist in integration and acceptance testing, where necessary; and create specifications for system to meet business requirements.
• Include analysis of business and user needs, documentation of requirements, and translation into proper system requirement specifications.
• Begins to develop working relationships with client end-users, programmers and test analysts while assisting with the analysis, design, configuration, testing and maintenance of systems.
• Maintains communications with end-users for feedback to ensure systems continually meet the client's expectations.
• Analyzes basic problems and issues (complexity varies based on data requirements and business specifications) and offers standard business solutions.
• Coordinates and facilitates client meetings.
• Develops simple business specifications and logical flowcharts that include features and functions from which programmers can create technical specifications.
• Demonstrates a basic knowledge of systems/modules to design system screens and database structures.
• Works with programmers to design and develop requirements and learns to analyze the feasibility of new systems and enhancements to existing systems.
• Prepares input for system design, including final report and screen definition, logical system flow and implementation plans.
• Provides support with the resolution of issues that may cross multiple systems and affect the business process and tracking of application incidents/issues; becomes familiar with how to identify system impact of changes in the business, user needs, external business environment and operating systems.
• Develops documentation to include, but not limited to bulletins, manuals, file layouts and application design layouts for internal, client and training purposes.
• Assists with the preparation and coordination of client training and documentation for installation of systems and upgrades.
• Tracks and learns to document changes for functional and business specifications; writes detailed, universally understood procedures for permanent records and for use in training.
• Assists with coordinating documentation and client follow-up evaluation monitoring; post-implementation problems and revision requests.
• Maintains and administers procedures, methodology and/or application standards to include payment card industry and security related compliance.
• Demonstrates a working knowledge to conduct and support testing/planning/validation by clarifying the intended functionality.
• Participates in the resolution of issues to ensure a successful implementation.
• Tests and learns to analyze possible courses of action and solutions.
• Assists with coordinating implementations including vendor and in-house testing, readiness assessment, training and hardware capacity evaluation.
• Assists with the project planning efforts on small development efforts.
• Tracks project progress, collects and analyzes information and trends, and communicates to the user community any anticipated schedule deviations.
• Maintains software deployment plans as directed.

• Working with business departments to drive process improvement
• Assessing and documenting training needs
• Documenting business processes and training procedures
• Overseeing projects for business departments
• Acting as a liaison/strategic partner between FAC and other entities

Associate Business Analyst

• Work directly with stakeholders to define, document, and drive business requirements
• Document business requirements using customer journeys, business context diagrams, and process flows
• Prepare business validation (UAT) plan and support business users in performing validation
• Partner closely with business stakeholders and subject matter experts

Business Solutions Analyst III

• Identify, map, measure, analyze and improve routine to moderately complex clinical and business processes
• Perform current and future workflow analysis and map out critical business processes
• Prepare documentation for business requirements by using case diagrams, data flow diagrams, data models, and object models
• Evaluate whether a proposed solution meets the business and clinical needs
• Translate user requirements into functional and technical design specifications
• Develop test plans, test cases, and test scripts to validate performance of all functions
• Conduct effective unit, integration, system and end-user acceptance testing through execution of the tests
• Provide client and support training through development of training materials
• Monitor system functionality and clinical and business processes instituting changes as needed

IT Business Analyst – Finance & Supply Chain

• Gather, document and organize requirements from CMS regulatory documentation
• Support facilitation of client discovery sessions and work stream meetings (creating materials, back-up to PO)
• Assist with creation and maintenance of workflows
• Create deliverables
• Assist PO with other program activities and deliverables such as: IRAADQ resolution / follow-up, writing features and user acceptance criteria

Business Analyst, Optum Experience

• Work alongside data analysts and strategists to build AI-powered data resources using Claude that pull all marketing data into one centralized system.
• Help expedite and streamline marketing data workflows and reporting.
• Support the development of data structures and pipelines that improve team-wide access to insights.
• Conduct research and summarize data findings for the marketing team.
• Collaborate with a cross-functional team including marketing interns across PR, SEO, Social, and Paid channels.
• Learn how data analytics operates within a regulated financial services environment.

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