CareerPlan

Business Analyst Associate

Plano, TX, USFull-time2026-10-20 → 2026-11-09
Hybrid

Core

Act as a liaison and subject matter expert for software applications used by the Portfolio Management Group, troubleshooting issues, performing application testing, and supporting the development of scalable solutions.

Role type

Associate Business Analyst (IT/Wealth Management)

Builds

Support for major internal and third-party software applications within the Portfolio Management Technology Services team

Domain

Wealth Management Technology / Portfolio Management Systems

Required skills

Requirements analysis, Project management, Application troubleshooting, IT Service Desk support, User training documentation, Scrum team collaboration

Preferred skills

Wealth Management Technology experience, Software development team experience

Technologies

Scrum, IT Service Desk, Corporate Systems, Infrastructure

Responsibilities

Define requirements for Scrum Teams, Analyze issues to resolve multifaceted business problems, Provide comprehensive software application support, Perform application testing for new technology releases, Create user training documents and workflows

Seniority

Associate, 1-3 years experience