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Information Technology & Services, Financial Services, Insurance, Management Consulting

Business Analyst (US Retirement )

RemoteRemoteFull TimePosted 21 days agoVisa sponsorship availableHidden Gem · Himalayas

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Required skills

  • US Retirement
  • Recordkeeping
  • Omni
  • Relius
  • TRAC
  • plan onboarding
  • data mapping
  • payroll integration
  • plan documents
  • legal provisions

Nice to have

  • Digital experience platforms

Role summary

A remote Business Analyst is needed with 8-10+ years of IT experience, including 4+ years in US Retirement/Recordkeeping. The role involves driving business analysis, solution design, and delivery for retirement platforms. Key responsibilities include eliciting and documenting requirements, working with recordkeeping systems (Omni, Relius, FRP, TRAC), supporting plan onboarding with data mapping and payroll integration, interpreting plan documents and legal provisions, contributing to digital experiences, and performing impact analysis and UAT. Proficiency in SQL, data analysis, integration concepts, and strong stakeholder management are required.

This is a remote position.

Business Analyst with 8-10+ years of IT experience, including 4+ years in US Retirement/Recordkeeping, working with large recordkeeping clients to drive business analysis, solution design, and delivery across retirement platforms. Key Responsibilities:
  • Elicit, analyze, and document business and system requirements
  • Work on recordkeeping platforms (e.g., Omni, Relius, FRP, TRAC)
  • Support plan onboarding, including data mapping and payroll integration
  • Interpret plan documents, legal provisions, and service provisions for system configuration
  • Contribute to Sponsor / Participant / Advisor digital experiences
  • Perform impact analysis, support UAT, and collaborate across business, operations, and IT teams Required

Requirements

Skills & Experience:

  • 8-10+ years IT experience; 4+ years in the US Retirement domain
  • Strong knowledge of 401(k), 403(b), 457, etc. plan types.
  • Hands-on expertise in at least 2-3 areas from the following: o Recordkeeping systems (Omni / Relius / TRAC)
o Plan onboarding & payroll integration o Plan documents & legal/service provisions o Digital experience platforms
  • Proficiency in SQL, data analysis, and integration concepts
  • Strong stakeholder management and communication skills

Benefits

Diversity Inclusion: Exavalu also promotes flexibility, adapting to the needs of employees, customers, and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely. We also offer a welcome back program to help individuals return to the mainstream after a prolonged absence due to health or family reasons. At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, colour, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career

Originally posted on Himalayas

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