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Business Analyst – Client Financial Advisory (Asset Management Sales)

Location

CALIFORNIA | Newport Beach

FlexibiliTY

Hybrid

Position type

IT Contract
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Job Description

Title: Business Analyst – Client Financial Advisory  (Asset Management Sales)

Location:  Newport Beach, CA
Employment Type: Contract

Compensation:
Pay Range:$51.45-$73.50 Per HR

Description
Join our team as a Business Analyst in the Client Financial Advisory sector, focusing on asset management sales. 
Located in Newport Beach, CA, this contract position involves collaborating with various stakeholders to enhance a sales platform. 
Responsibilities include requirement gathering, process analysis, and supporting platform development using data-driven technologies.

Key Responsibilities
Gather and document business requirements for platform capabilities and data integrations.
Translate business needs into user stories and functional specifications.
Collaborate with stakeholders to define objectives and success metrics.
Analyze sales processes to identify opportunities for efficiency improvements.
Support user acceptance testing and validate new features for effectiveness.

Qualifications
Bachelor's degree in Business, Finance, Economics, Information Systems, Computer Science, or related field.
3-5 years of experience as a Business Analyst or related role in asset management or financial services.
Strong understanding of investment products and financial markets.
Experience with sales organizations and advisor-facing platforms.
Proficiency in translating business concepts into functional requirements.

Core Technologies
Data Analysis | Reporting Tools | CRM Systems | Agile Methodologies | Business Intelligence Tools

Contact Authorization:
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here https://www.mitchellmartin.com/privacy-policy 
 
Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks 
 
Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4 
 
EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement 

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2026-09-28 11:35:00.0
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Hiring Timeline

Here’s what happens after you apply for a job with Mitchell Martin.  You can also watch this short video about our process. 

1. After you apply, our AI screening tool, Parker Miller, may contact you by phone, text, or email with follow-up questions.  You can opt out and still be considered.

2. For certain technical roles, you may be asked to complete an IT skills assessment, which we’ll take into account along with your responses.

3. If there’s a strong fit, one of our recruiters will reach out to schedule an interview.

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Business Analyst – Client Financial Advisory (Asset Management Sales)?
Apply now