WHO are we looking for?

We are looking for a Senior Business Analyst to join CAPTRUST’s Project Management and Data & Analytics team. This role partners with business leaders to uncover needs, scope initiatives, and ensure projects deliver measurable business value. The Senior Business Analyst will break down complex challenges into clear solutions, balance short-term priorities with long-term strategy, and facilitate decision making at all levels of the firm.

• Integrate with business users to understand the real need or problem at hand
• Quickly learn systems, processes, and people to accelerate project impact
• Facilitate workshops and executive-level discussions to uncover underlying drivers and ensure alignment on scope, ROI, and success criteria
• Use value stream mapping and process optimization to design smarter workflows and identify dependencies and risks
• Collaborate across departments to identify dependencies, risks, and downstream impacts of decisions
• Translate conceptual needs into detailed, functional requirements, user stories, and feature sets in an Agile environment
• Break down complex business problems into logical, practical sequences for development
• Define measurable success criteria and ensure they are embedded into the development life cycle
• Partner with development teams to ensure solutions align with business priorities and governance standards
• Maintain a balanced view of short-term deliverables and long-term enterprise value
• Communicate insights, trade-offs, and benefits to executives and business users with clarity and influence
• Support adoption through clear communication, training, and by connecting business outcomes to solution design
• Help stakeholders understand the broader impacts of decisions across people, processes, and systems
• Influence with data-driven insights and clear communication at all levels of the organization

Minimum Qualifications:

• Bachelor's degree preferred or equivalent experience
• 8 years of applicable experience; investment industry is a plus

Desired Qualifications/Skills:

• Proven expertise in understanding and documenting business needs and requirements
• Excellent communication skills, capable of engaging effectively at various organizational levels
• Experience in business analysis with proficiency in tools such as Azure DevOps, Visio, and Microsoft Excel
• Strong problem-solving and analytical skills, capable of synthesizing complex information to aid decision-making
• Proven interpersonal skills, professionalism, and the ability to influence stakeholders
• Self-motivated, detail-oriented, and highly organized, with the ability to manage multiple projects in a dynamic environment
• Familiarity with CRM applications, preferably Microsoft Dynamics
• Basic understanding of business process reengineering
• Prior experience in the investment industry is a plus
• Familiarity with Agile delivery and breaking requirements into actionable features and stories

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior