Commonwealth Financial Network

  • Business Analyst

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

    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.


    Our 52-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 across Technology—we are developing solutions designed to help our 1,800+ independent financial advisors run their own businesses. Our development approach has always been Agile, and we recently revamped our team structure based on Scrum.


    Key responsibilities

    • Working with multiple Scrum teams 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 information from client meetings and putting it into system requirement documents/user stories that our Development team will use to build the application
    • Collaborating with the other members of the Technology department to develop project documentation, UI design, and the like
    • Conducting walk-throughs of all completed specifications with the team to ensure that 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 any issues that need to be resolved
    • Working with vendors to implement new systems or modify tools we currently use 

    Core strengths

    • Experience in Agile development process and Scrum
    • Financial services 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 out a problem creatively and not just look at by-the-book solutions
    • Strong organizational and analytical skills
    • Comfortable working independently, but also a team player
    • Demonstrated problem-solving skills; ability to think outside the box
    • Experience with all stages of a project life cycle, including planning, analysis, design, construction, and testing
    • Strong computer skills, including Microsoft Office suite and Visio; ability to learn new applications
    • Some project management experience a plus
    • Previous experience with TFS a plus

    Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.


    About Commonwealth—and Our Anything but Common® Culture


    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.


    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.


    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.


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



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