Business Analyst ( Retirement & Pension Domain )Job Details

Business Analyst ( Retirement & Pension Domain )

Business Analyst ( Retirement & Pension Domain )

Job Code : BSA-19-0043

Positions : 1

Job Type : Full Time

Location : New York, USA

Key Skills :

4 years ago

Job Description:


·         Identify and translate business needs into clearly defined requirements, and create documentation inclusive of business use cases, process flows, data flows etc.

·         Plan, facilitate, and conduct requirements gathering sessions, meetings, and presentations with client and onsite / offshore teams

·         Lead review sessions for completed business/functional requirements with key stakeholders focused on gaining consensus and final business approval

·         Collaborate with development and testing teams to provide subject matter expertise, ensure that out of the box functionality is leveraged and assist in troubleshooting and resolving issues.

·         Participate in the development and planning of the User Acceptance Testing activities, including test plans and scripts, based on requirements.

·         Facilitate UAT execution phase and work with business lead and project manager to obtain user acceptance test signoff.


  • 7+ years of business analysis experience, preferably in retirement Insurance with 2+ years.
  • Should have working experience with

·         Retirement industry knowledge focusing on Defined Contribution Plans including 401k, 403b and other plan types

·         Understanding of Retirement Plan Process Flows and Administration

·         Recordkeeping Software, Plan Documents, Plan Provisioning including Eligibility, Auto Enroll, Contributions, Loans, Withdrawals

  • Should be able to carry out independent and extensive requirement analysis for retirement insurance product by linking various existing design documentation.
  • Should be able to link different business components or designs and derive comprehensive business understanding for high quality designs.
  • Should have thorough understanding of various SDLC models with knowledge & exposure in the functional areas of underwriting, policy administration and 
  • Should be proficient in all phases of requirements management (including gathering, analyzing, detailing and tracking requirements)
  • Certification from any recognized insurance institute is preferable - ALMI / FLMI - Preferred

·         Experienced with Agile SCRUM methodology and business analysis methodologies – Preferred


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