Wealth Technology AI Business Analyst

at Insight Global, LLC in Naperville, Illinois, United States Job Description Job Description Sit onsite in Naperville 2 days per week and collaborate closely with business and technical teams Partner with wealth management stakeholders to understand business problems and AI use cases Investigate where required data lives and identify relevant data sources for machine learning models Convert business requests (e.g., do XYZ with this data) into structured, high-level requirements Create and maintain LRDs and other waterfall requirements documentation Work closely with data engineers, who will handle data builds and pipelines Support multiple ongoing machine learning and AI initiatives focused on wealth use cases Help define success criteria, personas, and access needs for Gen AI projects Ensure requirements are clear, actionable, and aligned with business priorities We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ... learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements Local to Naperville, IL and willing to be onsite 2 days per week Strong core Business Analyst experience with end-to-end requirements gathering Prior experience supporting wealth management initiatives Experience working on AI, machine learning, or advanced analytics projects Ability to investigate, identify, and document data sources across enterprise systems Experience translating business needs into high-level and detailed requirements (LRDs / waterfall documentation) Comfortable working in a waterfall delivery model Ability to partner closely with business stakeholders to define use cases and success criteria Strong communication skills and ability to interface with both business and technical teams Ability to support multiple machine learning projects simultaneously Prior experience within large financial institutions or enterprise banking environments Experience supporting Gen AI use cases in wealth management Familiarity with customer data, wealth data, and financial datasets Experience collaborating with data engineers and data science teams Understanding of personas, access controls, and governance in AI initiatives Experience helping structure ambiguous or random AI use cases into clear requirements To view full details and how to apply, please login or create a Job Seeker account