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Business Analyst - Retirement Systems

JSR Tech Consulting

Role overview

Qualifications

  • Bachelor's degree in any discipline preferably in business, engineering or related field.
  • Significant experience in U.S. retirement industry specifically around recordkeeping retirement plans operations and services.
  • 3+ years of experience as a Business Analyst or Product Owner in an Agile environment.
  • Experience writing Features and User Stories within a SAFe framework strongly preferred.

Responsibilities

  • Collaborate with Product Managers and Product Owners to gather and refine business and technical requirements.
  • Translate business needs into clear, concise user stories with acceptance criteria, maintaining a well-groomed product backlog.
  • Participate in PI (Program Increment) Planning.
  • Support the Agile team during iteration planning and execution, ensuring alignment with business objectives.

Key facts

Hard skills

Business Analysis User Story Retirement Administration JIRA Atlassian Confluence OmniPage Meeting Facilitation

Other skills

  • Record Keeping
  • Analytical Thinking
  • Communication

About the company

JSR Tech Consulting logo

JSR Tech Consulting

IT Services & IT Consulting

JSR Tech Consulting provides contract consulting services for business and technology leaders in financial services, pharmaceuticals and healthcare. Our principals have close to 30 years of experience in supplemental services built on many long-term relationships. We can take on requirements of any kind: filling a single strategic position or supporting multimillion-dollar projects. JSR is also a certified Women-Owned Business Enterprise and an advocate of Disability:IN, a national non-profit supporting disability inclusion in the workplace and the supply chain.

Company details

IndustryIT Services & IT Consulting
Company size51 - 200

Links

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Job description

Contract to hire opportunity with a major investment firm.

Fully remote - candidates can be located in United States or Canada. (EST work hours)

Retirement Systems experience is highly desired.
Omni experience is a plus.

Summary - The ideal candidate will work closely with Product Owners, Solution Architects, Business Users, and cross-functional Agile teams to define business requirements and write user stories aligned with SAFe (Scaled Agile Framework) principles in a fast-paced environment.

Key Responsibilities
  • Collaborate with Product Managers and Product Owners to gather and refine business and technical requirements.
  • Translate business needs into clear, concise user stories with acceptance criteria, maintaining a well-groomed product backlog.
  • Participate in PI (Program Increment) Planning
  • Support the Agile team during iteration planning and execution, ensuring alignment with business objectives.
  • Analyze and document business processes and workflows; identify areas for improvement.
  • Act as a liaison between business stakeholders and the technical team, ensuring a shared understanding of requirements and goals.
  • Assist in defining and validating solution features and capabilities during the development cycle

Qualifications
  • Bachelor's degree in any discipline preferably in business, engineering or related field.
  • Significant experience in U.S. retirement industry specifically around recordkeeping retirement plans operations and services is highly preferred or related experience in more than one financial services area including wealth management, asset management, investment management, payroll management and banking.
  • Experience with defined contributions is a must.
  • 3+ years of experience as a Business Analyst or Product Owner in an Agile environment. Experience writing Features and User Stories within a SAFe framework strongly preferred.
  • Proficient in tools such as Jira, Confluence, or similar Agile project management tools is a nice to have.
  • Excellent analytical, communication, and facilitation skills.
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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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