Sr. Business Analyst (TBD, TBD)

June 7, 2022

Location: Remote

EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.

The Senior Business Analyst with American Trust Retirement Services supports the development of our market differentiating software solutions for internal and external users of Retirement Plan software solutions. The Senior Business Analyst is a team player that will work across the entire Retirement division to collaborate with stakeholders and scrum teams to understand and translate our customer’s business needs into technical requirements.


Understand customer requirements through sessions, interviews, document analysis, business process descriptions, business analysis, task and workflow analysis, online research, data analysis, and/or code analysis.
Create user stories, use case diagrams, acceptance tests, etc. to communicate high-level technical functions and requirements.
Coordinate, schedule, facilitate, and participate in customer enhancement-focused collaboration sessions, Scrum meetings and sprint planning meetings, with internal and external audiences.
Organize review of requirements with users, developers, and architecture team.
Decompose high-level information into details, and documents refined, actionable, functional requirements.
Assist software development teams in the architecture of systems, by providing process flow diagrams, business documentation, and/or technical documentation.
Analyze existing processes to identify gaps and areas of improvement. Work with other departments to create, develop, and implement process improvements with an enterprise-wide focus.
Write product documentation.
Assist Product Owners with training to system users as new system enhancements are released.
Mentor Business Analysts to ensure appropriate business analyst standards and practices are met when appropriate.
Assist software development teams in the quality assurance of systems by providing test plans with test cases and supporting the business during testing efforts with user acceptance testing.

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