Business Analyst
OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site)
At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Business Analyst.
Position Overview:
The Business Analyst will play a critical role in supporting both the firm's principal activities and strategic growth initiatives. This position involves taking ownership of the firm’s asset data analysis, supporting billing needs, and performing due diligence to evaluate potential acquisition targets within the wealth and asset management industry. The analyst will work closely with senior management and cross-functional teams throughout the entire lifecycle of the assets under management.This position will be part of the Finance team at the firm.
Key Responsibilities:
Asset Performance Analytics:
- Assets: Analyze and monitor asset and portfolio performance by evaluating net flows, benchmark comparisons, and attribution metrics to identify key drivers of performance across portfolios, asset classes, etc.
- Reporting: Develop and maintain performance reporting and dashboards that provide clear insights into portfolio returns, asset allocation impacts, and investment trends for internal stakeholders.
- Verification: Validate and reconcile performance data across portfolio systems, custodial data feeds, and internal reporting tools to ensure the accuracy and consistency of asset metrics.
Advisory Client Billing:
- Billing: Support and perform the quarterly client billing process, including forecasting, fee generation and reconciliation, and communicating action items to advisor teams.
- Reporting: Build and maintain quarterly fee reports, client facing supplements, and enhance existing query outputs.
M&A:
- Financial Modeling & Valuation: Build and maintain detailed financial models, including discounted cash flow (DCF), comparable wealth managers, and precedent transactions analyses, to assess the value and potential impact of M&A transactions.
- Due Diligence: Coordinate and perform rigorous business, financial, operational, and compliance due diligence on potential targets, managing data rooms and working with external advisors and legal teams.
- Documentation & Presentations: Prepare client and internal presentations, pitch decks, information memoranda, and internal reports for the executive team and the board of directors.
Qualifications and Skills:
- Education: A Bachelor's degree in Finance, Accounting, Business Analytics, or a related field is required.
- Experience: Prior experience (3-4 years) as a Business analyst, responsible for asset data, portfolio reporting, or investment operations, preferably within the wealth management industry, is highly desirable.
- Technical Skills:
- High-level solution design experience
- Strong proficiency in financial modeling and valuation techniques.
- Expertise in Microsoft Office Suite, especially Excel and PowerPoint.
- Familiarity with CRM and pipeline management systems is a plus.
- Soft Skills:
- Exceptional analytical and problem-solving abilities, with a keen attention to detail.
- Strong written and verbal communication skills and the ability to work comfortably with C-level executives and stakeholders.
- High level of motivation, a positive team-oriented attitude, and an ability to manage multiple projects under tight deadlines.
- An entrepreneurial mindset and a desire for continuous learning.
Why Join Us:
Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture.
Here is why you should build your career with us:
- Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
- Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
- Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent.
- Professional Advancement: Benefit from continuous development opportunities and long-term career progression.
