Business Analyst

Location: Philadelphia, PA

Type: Full Time

Min. Experience: Mid Level

InvestEdge - Innovating wealth management, innovating the workplace.

InvestEdge is a leading provider of wealth management solutions to banks, trust companies, brokerage firms, and financial advisors. It is in our widely diverse and inclusive group of employees, that we combine state of the art technology with years of experience in the investment industry.  As part of our InvestEdge team, you will be working side-by-side in a relaxed and collaborative open work environment with proven professionals of both, where you will be challenged and encouraged to be a personal innovator!

At InvestEdge, our employees are our greatest edge!

Position Summary

InvestEdge is seeking a results-oriented individual to contribute to the product solutions throughout the development life cycle.  The person will be working as part of a team with assigned projects, deadlines, and deliverables, and will become an expert in one or multiple InvestEdge product solutions.


  • Gather and document business functional requirements from various sources: Product Manager, clients, InvestEdge staff, and vendor partners
  • Work closely with Developers to formulate and document proposed functional design for meeting business requirements.
  • Present proposed solutions to interested parties for approval.
  • Create and execute test plans including documenting results.  Work closely with Developers to resolve issues.
  • Document issues/gaps in requirements and design, and follow issue to resolution.
  • Define content of release notes and review final version for assigned products.
  • Review production issues to determine if it is a training issue, a missed requirement, or is a product enhancement.
  • Provide input into process improvement to gain efficiencies and limit production issues.
  • Provide input into product enhancement vision.


The position requires experience in preparing technical documents to define requirements, as well as communicating with professionals in the Wealth Management industry, with software developers, and with quality assurance specialists.  The position requires experience in managing multiple projects at one time while meeting deadlines and responding promptly to issues and questions.

  • At least 2 years in a business systems analyst role
  • At least 2 years in the Wealth Management industry
  • Conceptual understanding of relational databases and related terminology
  • Understanding of file transfers, file layouts and formats
  • Strong organizational skills with the ability to handle multiple projects simultaneously.
  • Strong written and oral communication skills with the ability to communicate with a variety of audiences (technical and non-technical)
  • Advanced skills with Microsoft Excel

Preferred candidates will have the following qualifications:

Experience with JIRA for tracking assignments and status of projects
Experience with data translations procedures
Experience with defining workflows and user interface requirements
Experience with defining requirements for reports used in investment presentations

We offer an unbeatable benefit package including flexible-work schedules, excellent potential for annual merit bonuses, medical and dental coverage, and vision-care, corporate fitness challenges, 401K with generous employer matching contributions and vesting periods. We encourage, join-in, and support our employees to participate in corporate sponsored and personal charitable and professional organizations, and we place a major emphasis on your work-life balance! And, much more!


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