Intermediate Process Analyst

Insight Global is looking for a Process Analyst to support a large banking client’s initiatives within wealth operations. This individual will play a key role in facilitating meetings, producing high-quality documentation, and partnering with cross-functional stakeholders (Operations, Technology, and Line of Business) to assess impacts, identify risks, and support process change efforts. The ideal candidate is a strong communicator, a self-starter, and highly detail-oriented.
Key Responsibilities:
- Facilitate meetings and discovery sessions with stakeholders
- Capture and distribute meeting minutes, action items, and executive-ready summaries
- Develop and maintain documentation, including:
- Standard Operating Procedures (SOPs)
- Training / training support documentation
- Process maps and workflow documentation
- Other project/change documentation as required
- Lead design and process-change conversations to drive alignment and clarity
- Liaise with Operations, Technology, and Line-of-Business stakeholders to:
- Complete impact assessments
- Identify risks and gaps
- Propose solutions and support decision-making
- Escalate issues appropriately when needed
- Support initiative management activities

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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

5–7 years of relevant experience as a Process Analyst / Process Improvement / Change Support professional
- Excellent verbal and written communication skills (must be comfortable influencing stakeholders)
- Strong attention to detail and ability to produce polished documentation
- Proven ability to work independently as a self-starter in a growing team environment
- Demonstrated experience supporting change management deliverables (SOPs, training documentation, etc.)
- Strong technical skills in Microsoft Office (Word, PowerPoint)

- Experience in wealth operations (preferred, but not required)
- Familiarity with platforms/systems such as Broadridge, RIS, or similar tools

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.