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Jobs at BetaNXT (Now Hiring) — 5 open

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Senior Specialist, Business Analysis

Brookfield, Wisconsin, United States · Remote OK

Senior

About Company: BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerat…

Skills: Requirements Gathering, Process Mapping, Data Analysis, Stakeholder Management, Financial Services Knowledge

BetaNXT logoBetaNXT

Senior Specialist, Software Engineering

New York, New York, United States · On-site

$150k/yr

Senior+

About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate…

Skills: Cost Basis Management, Tax Lot Accounting, Cloud Computing, AI/ML Integration, CI/CD

BetaNXT logoBetaNXT

Specialist, Finance & Accounting

Brookfield, Wisconsin, United States · On-site

Senior

About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate…

Skills: GAAP, Financial Reporting, Month-end Close, Year-end Close, Balance Sheet Reconciliation

BetaNXT logoBetaNXT

Lead Associate, Software Engineering

Bengaluru, Karnataka, India · Hybrid

Senior

BetaNXT The Company BetaNXT is the next wave in wealth management technology and outsourcing solutions. We focused on solving our customers’ most demanding integration challenges with flexible, efficient, connected…

Skills: Mainframe Development, COBOL, JCL, SQL, CICS

BetaNXT logoBetaNXT

Senior Specialist, Scrum Master

New York, New York, United States · On-site

$95k/yr

Senior

Level/Function: Senior Specialist, Scrum Master Title: Senior Specialist, Scrum Master About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanc…

Skills: Scrum Framework, Agile Methodology, Kanban, Jira, Confluence

BetaNXT logo

Senior Specialist, Business Analysis

BetaNXT

Brookfield, Wisconsin, United States • Remote OK

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Senior

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  • Full-time
  • bachelor degree, professional certificate, postgraduate degree
  • Posted 5d ago
  • ~40 hrs/week
  • Remote in United States

Responsibilities

Lead business analysis efforts to translate complex business needs into scalable technical solutions and actionable insights. Partner cross-functionally with Finance, Risk, and IT to optimize operational efficiency and ensure regulatory alignment.

Requirements

Requires a bachelor's degree and over 5 years of experience in business analysis, specifically within financial services. Proficiency in data analysis tools and requirements documentation is essential, with professional certifications and Agile experience preferred.

Full job description

About Company:

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

About the Role:

The Senior Specialist, Business Analysis is an experienced individual contributor responsible for driving business insights and requirements delivery across moderately complex initiatives. This role operates with a high degree of autonomy, partnering cross-functionally to translate business needs into scalable solutions that improve operational efficiency and support strategic objectives.

The role is accountable for multiple processes or programs and plays a key role in influencing decisions, identifying optimization opportunities, and ensuring alignment between business, technology, and regulatory requirements. The Senior Specialist collaborates closely with Finance, Risk, IT, and Compliance teams to deliver data-driven solutions that enhance business performance and enable informed decision-making.

Duties and Responsibilities of the Senior Specialist, Business Analysis

  • Lead business analysis efforts across multiple initiatives, delivering high-quality requirements and actionable insights
  • Partner with cross-functional stakeholders to define business needs and solution approaches
  • Gather, document, and validate detailed business requirements (BRDs, process maps, functional specifications)
  • Analyze business processes and workflows to identify inefficiencies and recommend improvements
  • Translate business needs into technical requirements in partnership with IT and project teams
  • Support implementation efforts by ensuring alignment between business objectives and delivered solutions
  • Monitor outcomes of implemented solutions and recommend continuous improvements
  • Act as a subject matter resource, providing guidance to less experienced analysts when appropriate
  • Influence stakeholder alignment, timelines, and priorities across initiatives
  • Stay current on industry trends, regulatory changes, and best practices to proactively address business challenges

Skills and Experience of the Senior Specialist, Business Analysis

Required:

  • Bachelor’s degree in business, Finance, Economics, or related field
  • 5+ years of experience in business analysis or a related discipline
  • Strong expertise in requirements gathering, process mapping, and data analysis
  • Knowledge of financial services products, regulatory environments, and risk management principles
  • Proficiency in Microsoft Excel, Visio, and data visualization tools
  • Strong communication and stakeholder management skills

Preferred:

  • Professional certification (CBAP, PMI-PBA, or similar)
  • Experience working in Agile environments
  • Experience with SQL, Tableau, Power BI, or similar analytics tools
  • Advanced degree in Business Analytics, Finance, or related discipline

#LI-Remote

Related keywords

Business AnalysisWealth ManagementBRDProcess MapsFunctional SpecificationsFinancial ServicesRegulatory ComplianceRisk ManagementMicrosoft ExcelVisioSQLTableauPower BIAgileCBAPPMI-PBA

About BetaNXT

LinkedInVisit site

Powering the Future of Connected Wealth

Industry
Financial Services
Company size
501-1,000 employees
Founded
2022
Headquarters
New York, NY
LinkedIn followers
11,302

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Offices: 55 Broadway, 8th Floor, New York, NY 10006, US · 350 N Sunny Slope Rd, Brookfield, Wisconsin 53005, US · 400 Regency Forest Dr, #200, Cary, North Carolina 27518, US · 77 Town Centre, Block 4, Yemalur, Bangalore, IN

Frictionless Wealth InfrastructureSelf-Clearing Securities Processing SolutionsWealth Management TechnologyWealth Management Outsourcing Solutionsand Investor Communications SolutionsWealth ManagementFinanceOutsourcing
View all jobs at BetaNXT

About BetaNXT

LinkedInVisit site

Powering the Future of Connected Wealth

Industry
Financial Services
Company size
501-1,000 employees
Founded
2022
Headquarters
New York, NY
LinkedIn followers
11,302

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Offices: 55 Broadway, 8th Floor, New York, NY 10006, US · 350 N Sunny Slope Rd, Brookfield, Wisconsin 53005, US · 400 Regency Forest Dr, #200, Cary, North Carolina 27518, US · 77 Town Centre, Block 4, Yemalur, Bangalore, IN

Frictionless Wealth InfrastructureSelf-Clearing Securities Processing SolutionsWealth Management TechnologyWealth Management Outsourcing Solutionsand Investor Communications SolutionsWealth ManagementFinanceOutsourcing
View all jobs at BetaNXT

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