Senior Business Analyst

Avantos.ai

. Work with Client and Product teams to understand client needs and translate them into product requirements and use cases .

Posted 11/11/2026full-timeNew York City • New York • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in translating client needs into product requirements and use cases while collaborating effectively with technical and non-technical teams. Possesses strong analytical skills to identify patterns and develop scalable product capabilities within financial services.

Highest-signal resume keywords

Business Analyst ExperienceFinancial Services ExpertiseAnalytical SkillsClient Stakeholder EngagementWealth Management Operations Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Problem-Solving SkillsStrong Communication SkillsCuriosityProactivity

Certifications & Qualifications

MBA

Industry Keywords

Custodian IntegrationsFinancial ProductsBusiness RulesWorkflowsAccount OpeningFunding

About the role

Key responsibilities & impact

Work with Client and Product teams to understand client needs and translate them into product requirements and use cases
Research, document, and maintain business rules across custodian integrations, workflows, and financial products
Identify common patterns across clients to help build reusable, scalable product capabilities
Collaborate with Engineering and Product to clarify requirements, resolve edge cases, and support implementation
Develop expertise in new financial services domains as the platform expands

Requirements

What you’ll need

5+ years in a business analyst/operations/product role
Strong analytical and problem-solving skills, with the ability to break down complex business processes
Comfortable working with ambiguity, asking questions, and figuring things out without having all the answers upfront
Strong communication skills and ability to work across technical and non-technical teams
Curious, proactive, and willing to learn new domains and technologies
Experience as a Business Analyst or Subject Matter Expert in financial services
Experience working with technology teams to build financial services products
Experience working directly with clients and business stakeholders
Familiarity with wealth management operations, account opening, funding, or custodian integrations
MBA or advanced technical degree is a nice to have

Benefits

Comp & perks

Competitive compensation + meaningful equity
Opportunity to define the technical foundation of a greenfield AI platform
A culture optimized for technical excellence, focus, deep work, and ownership