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U-Haul is hiring a Business Analyst- Wealth Management

About the Role

The Business Analyst will work closely with stakeholders to identify business needs, translate requirements, and support technology solutions within the wealth management space. This role requires strong analytical skills, attention to detail, and the ability to communicate effectively across teams.

Responsibilities

  • Gather and document business requirements from stakeholders
  • Analyze current processes and recommend improvements
  • Support system implementations and enhancements
  • Translate business needs into technical specifications
  • Collaborate with IT teams on solution design
  • Conduct data validation and quality checks
  • Develop and maintain process flow diagrams
  • Assist in testing new features and functionalities
  • Monitor performance metrics and report findings
  • Facilitate meetings and workshops with cross-functional teams
  • Manage changes to requirements throughout project lifecycle
  • Ensure compliance with regulatory standards
  • Prepare training materials for end users
  • Support documentation for audits and reviews
  • Track project progress and report status updates
  • Identify risks and propose mitigation strategies
  • Work with compliance teams to address policy requirements
  • Assist in integration of financial data systems
  • Evaluate vendor solutions for business fit
  • Maintain a centralized repository of business rules
  • Support user acceptance testing activities
  • Provide post-implementation support and feedback collection
  • Develop dashboards and reporting tools for business insights
  • Coordinate with external partners when necessary
  • Ensure data accuracy across platforms

Compensation

Competitive salary and benefits package commensurate with experience

Work Arrangement

Hybrid work model with flexible scheduling options

Team

Collaborative environment within the Wealth Management division

Why Join Us

  • Opportunity to work in a dynamic sector with real impact on client outcomes
  • Supportive culture that values innovation and professional growth
  • Access to learning resources and career development programs
  • Inclusive environment that encourages diverse perspectives

What We Look For

  • Candidates who are proactive, analytical, and client-focused
  • Individuals who thrive in collaborative settings and drive results
  • Professionals committed to ethical standards and data integrity

Not available for this position

Required Skills
Microsoft toolsProcess/workflow toolsCollaboration toolsWealth ManagementBusiness AnalysisProcess ImprovementRequirements GatheringStakeholder ManagementDocumentationProject ManagementFinancial Services Microsoft toolsProcess/workflow toolsCollaboration toolsWealth ManagementBusiness AnalysisProcess ImprovementRequirements GatheringStakeholder ManagementDocumentationProject ManagementFinancial Services
About company
U-Haul
U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness.
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Job Details
Category other
Posted 7 months ago