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Business Analyst - Client Financial Advisory (Asset Management Sales) at Mitchell Martin

Compensation

$51 – $74/hr

Location
Newport Beach, California
Type
Contract
Level
mid
Posted

Description

Mitchell Martin Inc. is hiring a Business Analyst for its Client Financial Advisory and Asset Management Sales business in Newport Beach, California. This contract role pays $51.45-$73.50 per hour and involves gathering business requirements, translating needs into user stories and functional specifications, analyzing sales processes, defining success metrics, and supporting user acceptance testing. The position requires a bachelor's degree in a relevant field, 3-5 years of Business Analyst or related experience in asset management or financial services, knowledge of investment products and financial markets, and experience with advisor-facing platforms. Core technologies include data analysis, reporting tools, CRM systems, Agile methodologies, and business intelligence tools.

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