Business Analyst

Job Description:

Voyant, a global leader in financial technology solutions, is seeking a detail-oriented and experienced Business Analyst with a strong background in finance, accounting, or insurance. This role is pivotal in bridging the gap between business needs and technical development, with a specific focus on navigating complex government tax documentation and regulatory requirements at both state and federal levels.

The ideal candidate has experience as a CPA, fund/product manager, or within the insurance industry and excels at analyzing, documenting, and communicating business requirements. This position offers the opportunity to work on innovative solutions that support our mission of transforming the financial landscape for our clients.

Key Responsibilities:

• Business Analysis: Gather, analyze, and document detailed business requirements, focusing on financial workflows, tax documentation, and compliance-related processes.
• Regulatory Expertise: Ensure the development of systems and solutions that adhere to state and federal tax regulations and other applicable financial laws.
• Stakeholder Collaboration: Act as the primary liaison between financial subject matter experts, technical teams, and external stakeholders.
• Documentation: Create clear, comprehensive business requirement documents (BRDs), user stories, and process diagrams related to financial systems and tax regulations.
• Product Support: Work closely with fund/product managers and other teams to optimize financial products and services.
• Process Optimization: Identify inefficiencies in existing processes, proposing innovative solutions to improve productivity and compliance.
• Testing & Validation: Support user acceptance testing (UAT) and quality assurance processes, ensuring deliverables meet business and regulatory requirements.

Required Skills & Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Advanced certifications such as CPA or CFA preferred.
• 3-5 years of experience in business analysis, fund/product management, or a financial services/insurance-related role.
• Strong understanding of government tax documentation and regulatory compliance at both state and federal levels.
• Familiarity with financial concepts, fund operations, and insurance products.
• Proficiency in business analysis tools such as JIRA, Confluence, and Microsoft Office Suite.
• Excellent analytical, problem-solving, and organizational skills.
• Effective communication and presentation skills, capable of translating complex financial and technical concepts for diverse audiences.

Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K - 6% Employer Match
• Medical, Dental, Vision - HDHP or PPO
• HSA - Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.