Business Analyst - #1404089

About Bridges Trust

Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.

Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.

About The Role

This role works to create efficiencies, enhance quality, and build consistency within the firm while operating in a controlled and regulated environment. It will develop and analyze firm processes through use of data/data analysis and make key recommendations for improvements to enhance client experience, employee experience, and a more resilient business. The role performs a variety of functions around process, data, quality control and reporting.

What You'll Do

• Analyze company processes and procedures and assist in developing and implementing process improvements.
• Develop process improvement policies, infrastructure and standard operating procedures and maintain related documentation.
• Investigate shortfalls, issues, and complaints in current business processes and assist in planning and executing process improvement projects.
• Monitor process performance and optimize &/or redesign process flows to meet project requirements and metrics.
• Establish norms and standards of company key metrics and conduct quality assurance activities.
• Collaborate with firmwide stakeholders to enhance productivity and staff satisfaction.
• Perform analyses using spreadsheet and database tools; make recommendations to leadership based on findings.
• Liaise between various teams across the firm to ensure full front-to-back processes and improvements are implemented.
• Identify and report areas for process improvements, gaps, or outages; build cases studies and documentation to perform needs analysis as well as root cause analysis and evaluation.
• Draft charters, requirements, and collect/organize documentation.
• Work with leadership to define short and long-term priorities, objectives and potential gains.
• Provide training, support and guidance to internal teams as needed.
  
  

Qualifications

• Bachelor’s degree in Business, Business Analytics, Finance, Accounting, or related field, or equivalent experience preferred.
• 2 to 3 years of experience including investment and trust operations experience preferred; CRM software, SQL and Visual Basic experience preferred.
• Minimum of three years of related experience or financial services industry experience.
• Experience in drafting presentations, training materials, or test scenarios and presenting recommendations &/or content.
• Experience with investment performance calculations.
• Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across the organization.
• Strong analytical/critical thinking skills and ability to work independently on projects or in small groups.
• Experience identifying areas for process improvement and creating efficiency within a process.
• Strong time management and prioritization skills.
• Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment.
• Extremely organized and detail oriented.
• Proficiency with Windows, Microsoft Office (Word, Excel, PowerPoint, Outlook, etc.) and SharePoint.