Business Analyst (US Retirement)

New
E
ExavaluRetirement benefits
Source API remote eligibility restrictions: United StatesFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
8-10+ years of IT experience; 4+ years in the US Retirement domain
Required Skills
SQLData Analysis

Requirements

  • Have 8-10+ years of IT experience.
  • Have at least 4 years of experience in the US Retirement domain.
  • Have strong knowledge of 401(k), 403(b), 457, and other plan types.
  • Have hands-on expertise in at least 2-3 of the following areas: recordkeeping systems, plan onboarding and payroll integration, plan documents and legal/service provisions, or digital experience platforms.
  • Be proficient in SQL, data analysis, and integration concepts.
  • Have strong stakeholder management and communication skills.

Responsibilities

  • Elicit, analyze, and document business and system requirements.
  • Work with recordkeeping platforms such as Omni, Relius, FRP, and TRAC.
  • Support plan onboarding, including data mapping and payroll integration.
  • Interpret plan documents, legal provisions, and service provisions for system configuration.
  • Contribute to Sponsor, Participant, and Advisor digital experiences.
  • Perform impact analysis and support UAT.
  • Collaborate across business, operations, and IT teams.
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