Senior Business Analyst

WHO are we looking for?The Senior Business Analyst s upports initiatives across the firm, working closely with the Product Management team, software delivery teams, and business stakeholders. The role emphasizes analytical problem solving, deep process understanding, and data informed insight to ensure solutions are effective, scalable, and aligned with business objectives. This position requires demonstrated experience operating independently in ambiguous problem spaces, applying judgment to shape analysis, frame problems accurately, and support sound decision making. The Senior Business Analyst contributes analytical depth during discovery, investigates data to inform solution direction, and supports issue resolution and adoption measurement over time.Responsibilities:Support and, when appropriate, lead requirements discovery by bringing structure, analytical rigor, and clarity to loosely defined business problemsAnalyze business processes, workflows, systems, and data to identify gaps, dependencies, risks, and improvement opportunitiesApply judgment to determine appropriate scope and depth of analysis, balancing completeness with timelinessTranslate complex or ambiguous problems into clear problem statements, findings, and decision relevant insightsInvestigate and interpret data from multiple sources to surface patterns, trade offs, and implications for solution directionIdentify and communicate data limitations, quality concerns, or assumptions that may affect conclusionsCollaborate closely with software delivery teams to clarify requirements and maintain shared understanding throughout executionProduce clear, high quality documentation including analytical findings, functional documentation, and process flowsSupport validation, issue resolution, and refinement efforts through structured analysis and problem diagnosisContribute to adoption measurement and outcome evaluation by helping define, interpret, and contextualize user metricsSenior Level ExpectationsOperates effectively in environments where problems are not fully defined and requirements are still emergingChallenges problem framing constructively and identifies when effort is focused on the wrong question or outcomeSynthesizes analysis into decision grade insight rather than producing documentation aloneBalances local initiative needs with broader enterprise considerations to avoid unintended downstream impactsExercises discretion and judgment in navigating competing priorities, incomplete information, and stakeholder expectationsMinimum Qualifications:Bachelor's degree preferred or equivalent experienceSignificant experience in business analysis, process analysis, or related analytical roles supporting enterprise systemStrong analytical skills with the ability to structure complex problems, assess impacts, and surface meaningful insightsExperience working with large or complex data sets, including interpreting findings and limitations rather than focusing solely on data extractionProven ability to document and communicate complex concepts clearly to both technical and non technical audiencesExperience collaborating with cross functional teams, including product, delivery, and business stakeholdersDesired Qualifications/Skills:Experience in the financial services or wealth management industry, including exposure to regulated or data sensitive environmentsExperience working with Dynamics 365 CE / CRM or comparable enterprise CRM platforms, particularly in analytical, reporting, or process oriented contextsFamiliarity with work management and delivery tools such as Jira or Azure DevOpsExperience using process and diagramming tools (e.g., Visio or equivalent) to document workflows and system interactionsExposure to low code or workflow automation platforms such as Power AutomateGeneral familiarity with UI / UX concepts and the ability to review designs with a critical, analytical lensExposure to LLM or AI enabled tools, including applying them to analysis, documentation, research, or workflow efficiencyWHAT can you expect from your career at CAPTRUST?Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.Our Employee Benefits Package shows how much we value our team. Some benefits include:Company discretionary bonus.Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan termsCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.Paid time off (PTO) or Paid Sick Leave (PSL)WHERE will you be working?4208 Six Forks Rd #1700 | Raleigh, NC 27609Due to the nature of the role, this is not a remote or work from home position.HOW do we build a world class organization one brick at a time?We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.Are you the next brick?To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/Diversity StatementAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#mid-seniorThis position will remain open until filled.