Commonwealth Financial Network

  • Business Analyst

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Technology - Project Management Office
  • Overview

    We are not your typical financial services firm. For starters, we’re a fast-growing company with 30 percent of our employee head count in technology. We’ve been recognized as a Best Place to Work 38 times (and counting), and Computerworld has ranked us highly nationwide for the past 11 years as one of the best places to work in IT—and for good reason. We think and have fun like a start-up (bocce tournament, annual turkey fry, summer outing, etc.) yet have the financial stability to offer you the best training and technology money can buy. Conveniently located on the commuter rail near the intersection of I-95 and the Mass Pike, we’re accessible from anywhere—and away from the congestion of a downtown commute.
    Discover what it’s like to be psyched to come to work every day! We offer you:


    • Generous bonus and stock option incentive plans
    • Use of our chairman’s vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, Park City, the Bahamas, and the Dominican Republic) at no cost
    • Fully paid maternity leave (12 weeks) and spousal leave (3 weeks)
    • An opportunity to participate in our Idea Lab, a fun and dynamic program that lets us dedicate time to experimentation
    • A more relaxed, “dress for your day” dress code
    • A free on-site fitness center
    • Ample opportunity to volunteer with and support local charities
    • A VTO (volunteer time off) day to use toward a cause that’s important to you
    • Tuition reimbursement
    • Free breakfast on Fridays
    • A competitive benefits package—and much more

    About the Opportunity

    The 47-person Project Management Office in Technology is made up of business analysts, QA engineers, project managers, and more—all working together to help design, develop, and deliver the best technology tools and business solutions available in our industry. Together—along with our colleagues all across Technology—we are developing solutions designed to help our nearly 1,800 independent financial advisors run their own businesses. Our development approach has always been Agile, and our team structure is based on Scrum.
    Do you love finding creative solutions to business problems using technology? Are you adaptable, flexible, and comfortable working in a fast-paced environment? If so, you may be the right fit to join our group of a dozen-plus business analysts. Let’s talk!


    • Working with multiple Scrum teams that are responsible for the design and implementation of Commonwealth’s applications and solutions
    • Providing creative technology solutions to our company’s business problems
    • Gathering and documenting business requirements; going above and beyond to understand the client’s complete business need and put a plan into action
    • Meeting with subject matter experts to identify and document all system requirements
    • Taking the information from your client meetings and putting it into system requirement documents and user stories, which our Development team will use to build the application
    • Collaborating with the other members of the Technology department to develop project documentation and UI design
    • Conducting walk-throughs of all completed specifications with the team to make sure the documentation is complete and development estimates are accurate
    • Serving as the main liaison between business users and development staff to ensure that all requirements are met on schedule; communicating business requirement changes to the business users
    • Completing and distributing documentation in a timely manner so that everyone is kept up to date on status and aware of any issues that need to be resolved
    • Working with vendors to implement new systems and modify existing tools


    • Experience with the Agile development process and Scrum
    • Financial services/operations background a plus
    • Adaptable, flexible personality; comfortable working in a fast-paced environment with constant changes
    • Excellent written, verbal, and presentation skills, with the ability to facilitate meetings
    • 5 years of experience in business analysis and requirements definition for IT systems
    • Detail-oriented; ability to multitask and meet deadlines
    • A solid understanding of technology
    • Ability to think about a problem creatively and not just consider by-the-book solutions
    • Strong organizational and analytical skills
    • Comfortable working independently and as part of a team
    • Experience with all stages of a project lifecycle, including planning, analysis, design, construction, and testing
    • Strong computer skills, including Microsoft Office suite and Visio; ability to learn new applications
    • Experience with account opening, account maintenance, trade surveillance, or money movement a plus
    • Project management experience a plus
    • Experience with TFS a plus


    Have we piqued your curiosity? Can you see yourself thriving in this career opportunity, as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please do submit your application right away.


    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.




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