Sr. Product Analyst

Only USC/GC who can work on our w2 are encouraged to apply! The client is only looking at candidates who are living in the Tampa bay area.

Sr. Product Analyst – Business Process Management

St. Pete, FL

Long term contract

• Work hands‑on with internal users and financial advisors to understand pain points
• Gather requirements through interviews, observations, surveys, and workshops
• Facilitate brainstorming sessions to identify opportunities for improvement of the advisor's experience
• Capture and analyze data to identify efficiency opportunities
• Define and document detailed functional (e.g., business processes, rules) and non‑functional (e.g., data, security) business requirements
• Partner with team members to develop project schedules, reports and documentation and may be required to act as project lead
• Facilitate and participate in user testing to ensure solutions meet requirements from a functional, design, and user experience perspective
• Lead in preparing and delivering user training for process solutions
• Provide ongoing support for implemented solutions, including maintenance and enhancements
• Perform other duties and responsibilities as assigned

• Industry knowledge –
  • Understanding fundamental practices and procedures used by custodians and clearing firms.
  • Products, processes, and business structure of independent registered investment advisors and introducing broker dealers.
  • Familiarity with “a day in the life of an advisor.”
• Business Processes & Operations – Understanding of core business functions, workflows, and operational models across finance, operations, customer service, and/or product development.
• Requirements Analysis & Documentation – Knowledge of requirement‑gathering methods such as interviews, workshops, user stories, and process mapping.
• Project Management Principles – Familiarity with project planning and budgeting, project life cycles (waterfall, agile, hybrid), sprint processes, and stakeholder engagement.
• Data Analysis & Reporting – Understanding of data structures, KPIs, reporting frameworks, and analytical techniques to support decision‑making.
• Technology Systems & Integrations – General understanding of enterprise systems in larger enterprises and how they integrate through APIs, ETL, or middleware.
• Change Management Fundamentals – Knowledge of change readiness, adoption strategies, and communication planning.
• Regulatory & Compliance Considerations – Awareness of industry‑specific regulations and standards that influence business processes.