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Business Analyst

Based in Chicago, IL


GeoWealth, a wealth management technology start-up is currently searching for a detail oriented, preferably Chicago based, Business Analyst to join our growing, cross-disciplinary and globally distributed digital Product team. We’re looking for an experienced resource who is an effective facilitator, detailed planner, clear communicator, and efficient analyst.

The Business Analyst will largely be a tactical role within the Product team, with significant independence and accountability, and tight partnership with Business and Development teams. The role is to play a driver of the identification, documentation, acceptance, and evolution of our core digital products’ functional specifications and requirements


  • Balance multiple objectives, projects and goals simultaneously
  • Work with both our Chicago-based Product, Business, operations, and Dev teams as well as our Sofia, Bulgaria based design and dev teams.
  • Partner with other stakeholder teams across business units to develop necessary analysis and documentation in a collaborative way, communicating effectively and efficiently with Product, business, and executive teams
  • Facilitate requirement gathering and prioritization sessions/workshops and subject matter expertise extraction across a spectrum of business and technology stakeholders
  • Author and update internal and external functional documentation, including delivering requirements and all manner of needed documentation
  • Develop, socialize, and implement requirement impact and gap analysis
  • Participate in the “sell-in” and “buy-in” of needed documentation to/with stakeholders including business and development teams
  • Help design testing strategies and drive the definition of acceptance criteria.
  • Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues
  • Gain knowledge in operational objectives by studying business functions; gathering information; evaluating output requirements and formats
  • Improve systems by studying current practices; and helping to drive improvements
  • Quarterly international travel to our Sofia, Bulgaria office may be required depending on travel restrictions.


  • 5+ years of Business Analyst/Product Management experience
  • Excellent communication and writing skills with the ability to translate documents into actions
  • Knowledge in Agile and Waterfall development methodologies.
  • Knowledge of proper requirements specification and development, such as process/functional requirements definition methods, use case development, process flow diagrams
  • Proficiency in Design Thinking, System Thinking, JAD/RAD sessions, or similar facilitation methodologies
  • Bachelor’s or Master’s degree in IT, Computer Science, or related field preferred
  • The ability to take direction and critique as a natural part of improving your work
  • Proven ability for independent work in a dynamic, fast shifting work place.
  • Experience working on large and complex digital projects. An emphasis or interest in financial services or wealth management is preferred.
  • Solutions-oriented problem-solving skills with a can-do, hands-on approach and a bias towards action, results, and learning.
  • A keen attention to detail and author of crisp, clear documentation
  • Excellent communication, relationship, presentation and time management skills with the ability to effectively


  • Hybrid WFH and in-office in River North, Chicago (or remote with some travel to Chicago)
  • Casual work environment with fun, open-minded co-workers
  • Some international travel to our Sofia, Bulgaria office possible
  • Monthly happy hours
  • Stocked kitchen and weekly lunches
  • Onsite fitness facility
  • Competitive salary
  • Medical, dental, and vision insurance
  • 401k, FSA, and transit benefits
  • Flexible PTO

INCLUDE IN YOUR APPLICATION: resume, first name, last name, email address, phone number, position name.

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

Perks & Benefits

Competitive Salary and Bonuses

We strive to attract top talent and offer competitive salaries with performance-based bonuses

Frequent Team Outings

We make time to unwind and recharge with team happy hours and volunteering events

Flexible PTO and Work Schedule

We value work/life balance and empower employees to manage their own time

Convenient Office Location and On-site Gym

Our brand-new office is located in River North near public transit and has a free on-site gym

Medical, Dental, and Vision Insurance

We offer comprehensive health, dental, and vision benefits

FSA and Transit Benefits

Employees can contribute pre-tax dollars to our FSA and transit program

Stocked Kitchen and Weekly Lunches

We keep a fully-stocked kitchen with snacks and drinks, plus catered lunches every week

401k With Company Match

We offer a 401(k) plan with company-match and a broad selection of investment options

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