Business Analyst

JOB DESCRIPTION:

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Years of Exp : 8+ years

Plan onboardings, Participant enrolments, eligibility, vesting, loans, withdrawals, Distributions, Hardship withdrawals, fund changes

Plan conversions & implementations: participant data validation, contribution rule mapping, investment fund transitions

Regulatory knowledge: translating ERISA, IRS, and DOL compliance requirements into business/system processes

Qualified and Nonqualified plan enrolment flows and enhancements

different type of retirement sources and funds Business requirements gathering, BRD/FRD creation, and traceability to business needs

User story writing, acceptance criteria definition, backlog grooming, and Agile/Scrum ceremonies (stand-ups, sprint planning, reviews, retrospectives)

Process & data flow mapping; gap/impact analysis across retirement plan modules

Cross-functional collaboration with development, QA, operations, and client stakeholders

JIRA & Confluence for backlog management, documentation, tracking, and reporting

Business process improvement methodologies and delivery transparency