Job Summary

The Business Analyst (BA) serves as a process expert for Valmark’s investment business, and plays a critical role in creating useful reports, analyzing data, identifying strategic and tactical enhancements, project management, and driving investment initiatives to completion. The BA works across the investment operations team, including the Principal Review, Controls, and Processing teams. The BA has a detailed understanding of both business functions and technology used on these teams and uses that knowledge to make recommendations or improvements to existing processes and procedures. The BA is required to have a strong technical background and ability to collaborate with diverse workstyles as will serve as the liaison between the business units, vendors and shared services such as Information Technology and Financial Reporting.

Essential Functions and Responsibilitie

s
1. Lead Strategic Technology and Process Enhancemen

ts• Drive technology initiatives that create efficiencies, support scalability, and enhance both existing and new investment strategie

s.• Serve as the subject matter expert (SME) and product lead for key investment technologies, overseeing testing, feedback, and vendor relationships such as PershingX, Tamarac, DST, et

c.• Identify and recommend process improvements or data initiatives that simplify complexity, optimize workflows, and ensure Valmark remains innovative within the industr

y.
2. Support the VP of Financial Operations and Division Leaders

hip• Partner closely with the VP – Financial Operations to improve productivity, manage competing priorities, and maximize impact across teams and product lin

es.• Act as an integrator across various work streams, providing broad and balanced perspectives that align with organizational goa

ls.• Assist in preparing and facilitating meetings, tracking initiatives, and ensuring timely follow-up on key action items with IT and other internal stakeholde

rs.
3. Manage Cross-Functional Communication and Collabora

tion• Serve as a liaison among investment unit leaders to improve information flow and collaborat

ion.• Hold stakeholders accountable to project deadlines and deliverab

les.• Promote alignment and synergy between teams by identifying shared goals and opportunities for integrat

ion.
4. Lead Data Analysis and Reporting Ef

forts• Collect, analyze, and interpret investment data to provide insights and recommendations for leadership decision-ma

king.• Develop clear, actionable reports for Member Offices, carrier partners, and senior manage

ment.• Monitor key performance indicators to identify trends, gaps, and areas for strategic improve

ment.
5. Drive and Manage Business Initi

atives• Own and manage business initiatives from concept through completion, including strategy, planning, communication, testing, implementation, and evalu

ation.• Coordinate across departments to ensure milestones are met and outcomes align with organizational objec

tives.• Serve as a central point of contact for project updates, risks, and adjust

ments.
6. Provide Leadership, Guidance, and Issue Res

olution• Steer and co-facilitate committee meetings with the VP of Financial Operations to advance division prio

rities.• Act as an escalation resource on complex business or operational issues, providing recommendations and resolution stra

tegies.• Model collaboration, innovation, and continuous improvement to strengthen the Investment division’s overall effecti

veness.
Core Comp

etencies
Ability to build mutually beneficial relationships with department leaders and diverse personal
ity typesComplex problem-solving and critical thinki
ng skillsStrong understanding of business units and their
processesUnderstanding of industry data feeds, aggregations, and leveraging these feeds and systems to the maximum extent
possibleWorking knowledge of Target Process project manageme
nt systemStrategic thinking with the ability to identify opportunity and c
hallengesStrong organization skills with the ability to manage multiple priorities with a high degree of follo
w throughCollaborative and tea
m-focusedSelf-started with ability to work independently in fast paced en
vironmentAbility to clearly articulate complex matters, both verbally and i
n writingSomeone who encompasses and leads by our core values: Live by the Golden Rule, Tell the Truth About Everything, Simplify Complexity, Build Lasting, Mutually Beneficial Relationships, and Protect our Innovative and Entrepreneuria

l Culture
Supervisory Resp

onsibilityNot responsible for supervising

employees.
Required Education and

ExperienceHigh School Dip

loma or GED
Preferred Education an

d ExperienceAssociates or Bache
lor’s degree3 – 5 years of experience in Investmen
t OperationsTrained in Ta

rget Process
Phy

sical DemandsThis is a largely sedentary role. It may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during

the workday.
Salary Range :

$70,000-80,000Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, a

nd experience.
Position Type and Expecte

d Hours of WorkDays and typical hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Some flexibility in working hours is allowed, but the employee must work 40 hours each week to maintain full-time status. Up to 2 days WFH per we

ek, per policy.
Valmark reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship re

mains “at-will”.

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Business Analyst