Logo
Ascensus

Ascensus is hiring: Business Analyst in Los Angeles

Ascensus, Los Angeles, CA, United States, 90079

Save Job

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

Section 1: Position Summary

The Business Analyst will support operational functions, institutional account management and business development efforts for Newport Trust which provides America’s leading corporations and institutions with institutional trustee and independent fiduciary services for retirement and employee benefit plans.

Section 2: Job Functions, Essential Duties and Responsibilities

Operational Functions

  • Participate in weekly status meetings and committee meetings
  • Generate internal reports to support critical business processes
  • Review daily reports, identify operational issues, and notify the appropriate account teams
  • Assist with posting of authorized, approved account activity
  • Assist with posting of daily net cash settlement
  • Check all prospective clients against the Office of Foreign Assets Control’s (OFAC’s) database of sanctioned entities

Institutional Account Management

  • Serve as Relationship Manager for one-time client projects, including client interactions, opening accounts, ensuring completeness of documentation and billing in accordance with internal procedures
  • Respond to due diligence/vendor and engagement questions from existing clients
  • Invoice clients in accordance with their contractual terms
  • Coordinate efforts with account teams and draft client presentations

Business Development Efforts

  • Maintain and update marketing letter templates and other marketing materials
  • Create and maintain library of request for proposal (“RFP”) question and answer pairs
  • Seek support from parent company’s marketing department as needed

Our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

Supervision

  • N/A

Section 3: Experience, Skills, Knowledge Requirements

  • Entry level position seeking candidates with 0 to 3 years of relevant professional experience
  • Bachelor’s degree from an accredited university in a business or related field
  • Strong written and verbal communication skills
  • Strong office application skills including Word, Excel, Powerpoint, and Adobe
  • Proven team player who works effectively with colleagues
  • Highly motivated individual with entrepreneurial spirit who is eager to learn, contribute to the team’s success, and grow the business

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Research, Analyst, and Information Technology

Referrals increase your chances of interviewing at Ascensus by 2x

Get notified about new Business Analyst jobs in Los Angeles, CA.

Los Angeles Metropolitan Area $90,000.00-$120,000.00 3 weeks ago

Business Analyst, Creator Partnerships, YouTube

Business Analyst II, Prime Video Global Operations

Sr. Business Operations Analyst (Starlink)

Hawthorne, CA $66,900.00-$143,100.00 5 days ago

Santa Monica, CA $66,900.00-$143,100.00 4 days ago

Beverly Hills, CA $120,000.00-$160,000.00 6 days ago

Business Analyst – Media & Entertainment

IT Business Analyst - Data Analysis & Reporting

Los Angeles, CA $102,890.67-$139,637.34 4 weeks ago

Business Management Analyst - Level 2 - R10192084

Corporate, Senior Analyst – Strategic Initiatives & Operations

Los Angeles Metropolitan Area $106,400.00-$185,000.00 2 weeks ago

Analyst, New Business Strategy & Development

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr