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Robert W. Baird & Co.

IT Business Analyst

Robert W. Baird & Co., Milwaukee, Wisconsin, United States, 53244


As we continue to grow and add top talent to the Baird technology team, we are currently seeking an experienced Business Analyst for our ACES Team. The Business Analyst is responsible for eliciting requirements to facilitate a shared understanding across the team and enabling delivery of high-quality solutions for our stakeholders.

ACES (Associate and Client Experience Simplification) covers a wide breadth of critical initiatives for PWM, from direct client experience touchpoints to the branch experience. Direct client experience touchpoints include client mailings and a new client data-gathering wizard application. Branch experience (for Financial Advisors and Client Specialists) includes client onboarding interfaces, transitioning FA interface, and process integrations.

ACES also partners with many areas of the firm (e.g. Operations, Compliance, Legal), especially around client touchpoints for regulatory requirements like Reg BI. Lastly, ACES has a strong history, very close partnership, and "one team" operating model in our ongoing work with the PWM Operations Business Process Engineering team.

As an IT Business Analyst, you will:

Analysis and Solution Development

Business Process Analysis

Elicits functional & nonfunctional requirements using interviews, workflow analysis, requirements workshops, and surveys to provide business process descriptions, business requirements, use cases, and user stories, with minimal supportApplies BA approaches and techniques with limited guidance from othersDevelops analysis approach for medium or moderately complex efforts with minimal support and guidanceDevelops an understanding of value streams and end-to-end processesConnects day-to-day work, for self and assists for team, to strategic outcomes and goals of the firmAble to work in ambiguous situations with support and guidanceSystems Analysis

Collaborates with project team members (developers, architects, product owners) to establish the technical vision and analyze tradeoffsLeads execution - with guidance from others - of analysis approach, engaging and coordinating others to conduct analysis and develop solutionsDevelops an end-to-end knowledge of technology environment and partners to understand business impactsSupports team needs for data analysis approaches and best practicesGenerates data visualizations and diagrams in support of analysis approachRelationship Management

With guidance from mentors and leadership, a BA

builds trusting relationships and may represent IT in strategic conversations between business partners and CRG leadersresolves previously identified conflicting objectives/expectationstailors message and communication stylebe aware of and navigates organizational dynamics to assist in decision making and achieving outcomes

Has begun to independently diagnose when to communicate informationAssists in, and occasionally leads, interactions with COOs and senior business leaders but, primarily interacts with lower-level business and CRG partnersFrequently leads the definition of an individual team, while supporting the team's strategyEstablishing a network throughout Baird and, with guidance, occasionally leverages it to navigate complexityBusiness Analysis Practice Leadership

Serves as a business analyst role model within their delivery team with strong understanding of the Baird business they are aligned with and how it serves our internal/external clientsBuilding mentoring skills with the assistance of a more experienced BA or managerIs building subject matter expertise within the BA Community of Practice and knows when to seek advice and guidance from more experienced BAs and othersDelivery Leadership

Articulates thoughts and recommendations effectivelyUnderstands the strategic business needs and works with the team, IT- and business- leadership to deliver business-impactful resultsLeads medium or moderately complex initiatives and supports organizational changesChallenges and drives continuous improvement on immediate team and, with guidance, across the portfolioBuilding skill in identifying the appropriate project methodology and coaching the applicable delivery principles and best practices within teamsSolution Delivery

Provides team facilitation for aligned project teamEffectively manages stakeholder expectations with guidanceExecutes work using a variety of approaches (lean, agile, waterfall, iterative) based on situation with guidanceWith guidance, identifies and manages project risks, issues, dependencies, and milestones in accordance with project needQuality Assurance

Begins to design and participates in the execution of a quality approach with guidanceBegins to facilitate requirements validation and User Acceptance Testing with the client, third-party vendors and other team membersWhat makes this opportunity great:

Information technology is a core part of Baird's business strategy and plays a critical role in the growth and transformation of the firmAbility to work with a variety of teams and stakeholders, proving your ability to be flexible and highly adaptableFast paced environment that will enable you to grow as a professionalTeam of associates passionate about achieving great results for clients and give back to the communities where we live and workWhat we look for:

At least 5 years IT related experience including a minimum of 3 years Business Analysis experienceB.S. in Computer Science, MIS, Business Administration, or Finance is preferred or combination of experience and educationTwo years serving as a Business Analyst in the financial industry is preferredExperience in an agile/lean delivery environment is preferredThorough working knowledge of Microsoft Office is required. In addition, experience with a variety of tools for prototyping, modeling, data analysis, reporting, backlog and value stream management is preferred (MS Visio, PowerBI, Balsamiq, and Rally).Exposure to data visualization techniques and SQL is preferredStrong communication and collaboration skillsDetail-oriented and possesses exceptional organizational, critical thinking, and problem-solving skillsAble to work and grow in a fast-paced, team-oriented environment

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.