- Dallas, Texas, United States +1 more
- Hybrid
- Full-time · Senior
- competitive salary
- 5+ years
Senior Advisory Operations Business Analyst providing data analysis, reporting, and project management support for the Specialty Operations team.
Locations (2)
- Dallas, Texas, United States
- Coppell, Texas, United States
Responsibilities
- Serve as a senior subject matter resource with advanced knowledge of Advisory and/or Brokerage products, operational processes, platforms, and clearing relationships.
- Lead the collection, organization, validation, and analysis of complex operational data to identify trends, capacity concerns, opportunities, and actionable business insights.
- Utilize advanced data and organizational tools (Snowflake, Microsoft Excel, PowerPoint) to organize large data sets and develop reporting.
- Own and enhance metrics, capacity reporting, and data analysis across Advisory, Fee For Service, and Specialty Operations functions.
- Lead or coordinate cross-functional projects and initiatives, establishing clear objectives, milestones, and communication plans.